David Kibrick, EA – Owner & CEO

QuickBooks ProAdvisor licensed EA specializing in complex individual and business tax solutions.

David Kibrick is the founder and CEO of Dollars & Sense. As a licensed Enrolled Agent (121501-EA) and QuickBooks Certified ProAdvisor (Online Advanced), David brings extensive expertise in both individual and business tax matters. He specializes in complex returns, small business taxation, trusts, and nonprofit organizations, helping clients navigate financial challenges with clarity and confidence.

Kathy Presto, EA — Enrolled Agent

Solution-driven tax strategist known for analyzing complex scenarios with precision.

Kathy Presto is an Enrolled Agent (105730-EA) with a Master’s degree from the University of Washington. Known for her strong analytical skills, Kathy thrives on researching and resolving complex tax scenarios. Her dedication ensures clients receive strategies that are both beneficial and sustainable for their financial goals.

Seasoned CPA focused on tax filings, accounting operations, and business insights.

Lucy Du is a California-licensed CPA (#116061) with a Master’s degree in Accounting from California State University, Los Angeles. With over 14 years of public accounting experience, Lucy’s expertise spans tax returns, accounting systems, and business operations. She brings both technical precision and practical insight to every client relationship.

Lan Nguyen, EA — Enrolled Agent

Dedicated to both individual and business tax compliance with keen attention to detail.

Lan Nguyen is a licensed Enrolled Agent (00153368-EA) with a Bachelor’s degree in Accounting from San Jose State University. Lan is committed to delivering accurate and compliant tax services for both individuals and businesses. Her attention to detail and client-first mindset make her a trusted partner in financial planning and compliance.

Chelsea Mandell — Bookkeeper

Supports daily operations and keeps finances organized year-round.

Chelsea Mandell manages bookkeeping and day-to-day operations for Dollars & Sense. With a background as a small business owner and a bachelor’s degree from UC Santa Cruz, she brings both entrepreneurial perspective and technical skill to her work. Chelsea helps clients maintain accurate records and ensures smooth financial management year-round.

Jennifer Sanches — Office Manager

Your go-to person for smooth appointments and seamless client care.

As Office Manager, Jennifer Sanches keeps the client experience seamless from start to finish. She oversees scheduling, communications, and daily operations, making sure every client feels supported and every process runs efficiently.

David Kibrick, EA – Owner & CEO

QuickBooks ProAdvisor licensed EA specializing in complex individual and business tax solutions.

David Kibrick is the founder and CEO of Dollars & Sense. As a licensed Enrolled Agent (121501-EA) and QuickBooks Certified ProAdvisor (Online Advanced), David brings extensive expertise in both individual and business tax matters. He specializes in complex returns, small business taxation, trusts, and nonprofit organizations, helping clients navigate financial challenges with clarity and confidence.

Kathy Presto, EA — Enrolled Agent

Solution-driven tax strategist known for analyzing complex scenarios with precision.

Kathy Presto is an Enrolled Agent (105730-EA) with a Master’s degree from the University of Washington. Known for her strong analytical skills, Kathy thrives on researching and resolving complex tax scenarios. Her dedication ensures clients receive strategies that are both beneficial and sustainable for their financial goals.

Seasoned CPA focused on tax filings, accounting operations, and business insights.

Lucy Du is a California-licensed CPA (#116061) with a Master’s degree in Accounting from California State University, Los Angeles. With over 14 years of public accounting experience, Lucy’s expertise spans tax returns, accounting systems, and business operations. She brings both technical precision and practical insight to every client relationship.

Lan Nguyen, EA — Enrolled Agent

Dedicated to both individual and business tax compliance with keen attention to detail.

Lan Nguyen is a licensed Enrolled Agent (00153368-EA) with a Bachelor’s degree in Accounting from San Jose State University. Lan is committed to delivering accurate and compliant tax services for both individuals and businesses. Her attention to detail and client-first mindset make her a trusted partner in financial planning and compliance.

Chelsea Mandell — Bookkeeper

Supports daily operations and keeps finances organized year-round.

Chelsea Mandell manages bookkeeping and day-to-day operations for Dollars & Sense. With a background as a small business owner and a bachelor’s degree from UC Santa Cruz, she brings both entrepreneurial perspective and technical skill to her work. Chelsea helps clients maintain accurate records and ensures smooth financial management year-round.

Jennifer Sanches — Office Manager

Your go-to person for smooth appointments and seamless client care.

As Office Manager, Jennifer Sanches keeps the client experience seamless from start to finish. She oversees scheduling, communications, and daily operations, making sure every client feels supported and every process runs efficiently.