Staff Biographies

Jeffrey Taksey, CPA/ABV/CFF, CVA

Phone301-294-1100301-294-1100 ext 101

Fax301-294-1109

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Jeffrey Taksey

Jeff Taksey is the managing member and brings over forty years of accounting experience to the firm.  His experience allows him to provide unique value to the clients detailed operational, growth or transition planning.  His tax and business valuation knowledge have allowed him to assist numerous clients in structuring purchases or sales of their business or professional practices.  He has served on the Healthcare and on the Business Valuation/Litigation Support Committees of the Maryland Association of CPAs.

Jeff graduated from Benjamin Franklin University, Washington, DC, in 1971 with a Bachelor degree in Commercial Science.  He then worked for one of his college professors for six years after passing the CPA exam with his initial sitting.  He began practicing as an owner in 1976.  In 1995 Jeff received the Certified Valuation Analyst (CVA) designation by the National Association of Certified Valuation Analysts (NACVA). He also received the American Institute of Certified Public Accountants (AICPA) Certificate of Educational Achievement in business valuation and was subsequently awarded the designation of Accredited in Business Valuation (ABV). In 2010 he was further awarded the designation of Certified in Financial Forensics (CFF) by the AICPA.  Jeff was previously an active member of Vistage International (local Chief Executive Group 3399) for eight years.

 

Education:

  • Bachelor of Science in Commercial Science, Benjamin Franklin University, Washington, DC.

Certifications:

  • Certified Public Accountant (CPA)
  • Certified Valuation Analyst (CVA)
  • Certified in Financial Forensics (CFF)
  • Accredited in Business Valuation (ABV)

Honors:

  • American Institute of Certified Public Accountants (AICPA) Certificate of Educational Achievement

Memberships:

 

  • American Institute of Certified Public Accountants (AICPA)
  • Maryland Association of Certified Public Accountants (MACPA)

Edward J. Neff, CPA

Phone301-294-1100301-294-1100 ext 102

Fax301-294-1109

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Edward Neff

Edward Neff has been a principal with the firm since 2005 and, as tax partner, brings over twenty years of tax and accounting experience working with a broad range of clients in the Washington, DC metropolitan area. He has expertise in business consulting, business development, accounting system setup and maintenance, financial management, estate planning, tax compliance, planning and tax preparation for businesses as well as individuals.

Education:

  • Bachelors of Science in Accounting, Towson State University

Certifications:

  • Certified Public Accountant (CPA)

Samreen Sadiq, CPA

Phone301-294-1100301-294-1100 ext 105

Fax301-294-1109

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Samreen Sadiq

Samreen Sadiq is a CPA who has been with the firm since 2009.  In her capacity as accounting manager, she specializes in assurance compliance for businesses and oversees the preparation of compiled, reviewed and audited financial statements and the successful execution of such assurance engagements.  In addition, she works on tax return preparation and tax planning for both individual and business entities. A large part of her responsibility involves the monitoring of client’s accounting systems, IRS and state audits and representation matters, as well as the resolution of state and federal tax notices.  Her area of expertise is small to midsize businesses and she enjoys working closely with clients to help them define and attain their business goals in the most expedient and efficient manner possible. A vast experience in small business tax compliance, together with a strong background in accounting are two of the main reasons Ms. Sadiq excels in the public accounting field but what truly differentiates her is her desire in establishing long term relationships with both clients and coworkers.

 

Education:

  • Bachelor of Science in Accounting, University of Maryland University College
  • Master of Science in Accounting, University of Maryland University College

 

Certifications:

  • Certified Public Accountant (CPA)
  • Certified Management Accountant (CMA)
  • Certified Financial Manager (CFM)

Memberships:

  • American Institute of Certified Public Accountants (AICPA)
  • Maryland Society of Accounting and Tax Professionals (MSATP)

Civic involvement:

  • Treasurer, 270 Corridor Civitan Club
  • Director, Rockville Chamber of Commerce

Zilin Zhou, CPA

Phone301-294-1100301-294-1100 ext 108

Fax301-294-1109

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zilinZilin Zhou joined our firm in 2015 as a staff accountant. Zilin acquired her Master of Science in Accounting from University of Maryland, College Park. At Taksey Neff & Associates, LLC she is responsible for accounting and bookkeeping for a number of the firm’s business clients, preparation of compiled financial statements as well as preparation of personal property returns.

Education:

  • Master of Science in Accounting, University of Maryland, College Park.

Certifications:

  • Certified Public Accountant (CPA)

Chris Lee

Phone301-294-1100301-294-1100 ext 104

Fax301-294-1109

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Chris Lee joined the firm in 2019 as a staff accountant.  Before joining Taksey, Neff and Associates, Chris worked for over 10 years at a public accounting firm in Georgia.  He brings a vast level of accounting expertise, particularly with small to medium sized businesses.  His role at Taksey, Neff includes preparing tax returns for businesses, as well as individuals.  Chris is also responsible for providing a wide variety of accounting services to the firm’s business clients. On a personal note, Chris is also an avid golfer and likes to indulge his creative side with cooking.

Education:

  • Bachelor of Science in Accounting, Georgia State University

Certification:

  • Enrolled Agent (EA)

Jon Duckworth

Phone301-294-1100301-294-1100 ext 103

Fax301-294-1100

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Jon Duckworth

Jon Duckworth is a Certified Public Accountant at Taksey Neff & Associates, LLC, where he specializes in audit and attestation services for corporations, nonprofit organizations, and partnerships.  Jon’s areas of expertise include financial statement preparation in compliance with GAAP and accounting internal control design and implementation. Jon has extensive experience preparing tax returns for individuals, partnerships, S-Corporations, C-Corporations, estates, trusts and non-profits entities.  Jon also brings over a decade of managerial experience in the financial industry.

Education:

  • Bachelor of Science in Business Management, University of Maryland University College

Certifications:

  • Certified Public Accountant (CPA)

Memberships:

  • Rockville Chamber of Commerce
  • American Institute of Certified Public Accountants (AICPA)
  • Maryland Association of Certified Public Accountants (MACPA)

Lorie Conners

Phone301-294-1100301-294-1100 ext 107

Fax301-294-1109

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Lorie Conners

Lorie Conners is a staff accountant who has been with the firm since 1995.  She is responsible for all accounting and bookkeeping functions within the firm; preparation of compiled financial statements; personal property returns; and all payroll issues. Ms. Conners also provides personal bill paying assistance. Her interest and experience is with small businesses and its owners. Ms. Conners is also responsible for consultation, setup, training and on-going support for clients who have QuickBooks software.

Education:

  • AA Degree, Montgomery College

Trupti Patel

Phone301-294-1100301-294-1100 ext 106

Fax301-294-1109

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Trupti Patel

Trupti Patel is a staff accountant who has been with the firm since 2017.  She is responsible for client accounting and bookkeeping functions, preparation of compiled and prepared financial statements, preparation of personal property returns, as well as administration of client payroll. Prior to joining the firm, Trupti managed the internal accounting department at a midsized law firm for over 23 years. Since joining the Taksey Neff & Associates, LLC team, Trupti continues to develop her public accounting skills for both individual and business clients. Trupti has become a valuable part of our team of accounting specialists who assist our business clients with their financial and accounting needs.  In her personal life, Trupti loves trying her hand at new culinary dishes and cuisines, as much as she loves travelling and discovering new places and cultures.

Education:

  • Accounting Degree, G.J. Sheth College of Business, India

Memberships:

  • Rockville Chamber of Commerce

Jane Sofia

Phone301-294-1100301-294-1100 ext 109

Fax301-294-1109

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janeJane Sofia started with the firm in 2009 as the firm’s administrative assistant. After successfully balancing all of the responsibilities that this position entailed, in 2014 Jane was promoted to being the firm’s financial and personnel administrator. In this position, Jane handles all office matters, from ensuring office supply inventories to overseeing firm accounts payable, accounts receivable as well as the assembly and dissemination of each client’s tax forms and documents. Mrs. Sofia brings over 20 years of office and administrative experience, an asset which has been indispensible in the efficient and professional operations of our firm.

Tonya Vaughn

Phone301-294-1100301-294-1100 ext 110

Fax301-294-1109

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Tonya Vaughn

Tonya Vaughn joined our firm in 2013 as our administrative assistant. She quickly acclimated to the workings of the firm and molded herself to her new role with surprising ease. Her initial career was devoted to work in the customer service industry. During that time, she acquired high quality customer service and management skills. She displays these skills every day in her work quality, whether she is answering the phones, scheduling appointments or in juggling a multitude of general office duties. Her efforts are an indispensible part of the support needed for our busy accounting staff. She is a native Marylander and loves painting the captivating landscape vistas in the state.