A financial partner for modern professionals

Hi, I’m Brian!

Over the past 15 years I've assembled an incredible team of tax pros, money nerds, and business builders who believe smart finances shouldn't be stressful.

We’re not the one-time-a-year kind of accountants. We’re the “text-us-when-you-get-a-big-idea” kind.

We love the numbers (yes, we’re true geeks) and thrive on solid, long-term relationships with our clients. In other words, choose us and you always have a partner in your corner.

18

150+

years serving clients

collective years of experience

$45,000

average 3 year tax savings with our advisory packages

20,000+

tax returns filed

Meet Your New Team

  • Brian Liebert

    Brian Liebert, CPA & MBA

    CEO & Founder

    Brian is a licensed CPA and Duke MBA who traded the corporate grind to pursue his passion - helping business owners make smarter financial decisions. He founded Liebert & Associates to bring a modern, strategic approach to accounting, and loves seeing clients win. In his free time he can be found entertaining his two daughters, or getting out of a bunker on a golf course.

  • Tommy Roberts

    Tommy Roberts, CPA

    Tax & Accounting Manager

    Tommy is a licensed CPA with over 20 years experience in tax, accounting and corporate finance. His experience ranges from strategic financial analysis of a $3 billion global agriculture business, to helping an independent retail storefront manage inventory, and everything in-between. In his free time he enjoys kitesurfing, playing guitar and running his Australian Shepherd on the beach.

  • Jennie Ledesma

    Jennie Ledesma, CPA

    Tax & Accounting Manager

    Jennie is a licensed CPA with over 12 years of experience helping small business owners and high net worth individuals with their accounting and tax needs. She is a graduate of Boston University. In her free time, she enjoys cheering on her daughters at their soccer and lacrosse games, traveling and exploring new places and spending time with her family, friends and dog, Louie.

  • Close-up of a smiling woman with shoulder-length wavy blonde hair, wearing a white knit sweater, against a neutral background.

    Dena Darroch, MAcc

    Accounting Director

    Dena runs our Client Accounting Services team. She is a certified bookkeeper and has a master’s degree in accounting from UC San Diego. In her spare time she loves spending time with her family and traveling. She has been with Liebert Associates for over 10 years.

  • Close-up of a woman with blonde hair and blue eyes smiling at the camera indoors.

    Laura Cozza, EA

    Tax Director

    Laura is an IRS registered Enrolled Agent, with 20+ years as a tax professional and 5 years as an IRS Auditor where she learned the inner workings of the IRS. In her spare time she enjoys photography and travel.

  • Venise Maybank

    Venise Maybank, EA, MTax

    Tax Manager

    Venise has a Masters in Taxation and is an IRS registered Enrolled Agent with a career spanning 25 years as a tax professional. Her expertise is in helping clients implement tax strategies. In her free times she enjoys watching movies and traveling.

  • Woman outdoors standing in front of a red brick wall, wearing a gray vest over a white shirt, with blonde hair tied back, smiling slightly.

    Linda Ramsay, CPA

    Head of Operations

    Linda is a licensed CPA based out of Dallas, Texas. After graduating valedictorian, she earned her B.S. in Accounting from UT Dallas and has over 20+ years of accounting and big 4 experience. Linda runs client onboarding, tax delivery, and internal operations.

  • A smiling man with a bald head, wearing a dark suit jacket and a white collared shirt, against a plain background.

    Chris Lemoncelli, CPA

    Tax Manager

    Chris is a licensed CPA with over 15 years of tax preparation experience. He is a graduate of Bloomsburg University, spent 2 years in public accounting, and is a former Revenue Agent for the IRS's Small Business/Self Employed Division. He is an avid golfer and has been with our firm for 8 years.

  • A portrait of a young woman with long dark hair, wearing a black top and a checkered blazer, standing against a plain white background.

    Yan Jiang, EA

    Tax Resolution Manager

    Yan is an IRS registered Enrolled Agent and a graduate of University of California Los Angeles. She has spent 12+ years helping taxpayers resolve their tax problems with the IRS. She's fluent in Mandarin and a huge animal lover.

  • A young man with short dark hair, wearing a dark button-up shirt over a white undershirt, smiling against a plain light-colored wall.

    Earl Dimasangal, CPA

    Tax Associate

    Earl is a CPA with over 5 years of experience working with business and individual taxes. He can speak Filipino and loves spending time with his dog Cooper.

  • A young woman with dark hair, smiling and wearing a pink blazer, gold jewelry, and standing outdoors with a blurred garden background.

    Maine Macadang, CPA

    Accounting Associate

    Maine is a dedicated CPA with broad experience across multiple areas of accounting and finance. She is passionate about accounting, and in her free time enjoys being with family and spending time outdoors.

  • A young man with short dark hair wearing clear glasses and a dark gray collared shirt, smiling at the camera in an indoor setting.

    Edmund Medina, MBA

    Accounting Associate

    Ed has worked with business owners for over 9 years, supporting both accounting & tax. He’s actively pursuing his CPA and enjoys hiking in his free time.

  • A young woman with glasses and shoulder-length hair, smiling, sitting cross-legged on the floor, reading a book with a laptop nearby against a plain white wall.

    Lesh Lim

    Tax Associate

    Lesh has over 5 years of experience at top CPA firms. In those roles she worked with business and individual tax clients, which she loves. In her free time she is an avid traveler and concert goer.

  • A young woman with long black hair smiling at the camera against a white background.

    Janine Bacuno

    Tax Associate

    Janine started in tax operations, managing the firm's workflow & processes. Following that she spent 3 years working on individual and business tax filings. Janine loves spending time with her cats and working on creative writing.

  • A young woman smiling with shoulder-length brown hair, sitting indoors with a stack of books or magazines in the background.

    Emily Montefusco, MS

    Office Administrator

    Emily keeps things running smoothly, supporting all back office functions. She enjoys raising her two children, dog Murphy, and squeezing in yoga when she can find time.

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