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About David Mashhoodi

David serves as Director of Business Development at Scriba. In combination with his background in finance and accounting, David has over 5 years of executive leadership experience in sales, professional services, HR and tax consulting. David brings a proven track record of building high-performing teams and driving substantial revenue growth through consultative selling and strategic partnership development.

Prior to joining Scriba, David demonstrated exceptional leadership as the Vice President of Sales at Escalon Services, where he helped top venture funds and technology companies streamline their back-office operations. During his time at Escalon, he managed the consolidation of sales and marketing teams through multiple strategic acquisitions, before the company was in turn acquired by New Harbor Capital, a leading PE fund out Chicago.

David earned his BS in Business Administration with a double option in accounting and finance from CSU Hayward in 2012. Outside of his professional pursuits, David is an avid outdoorsman having thru hiked both the Pacific Crest Trail (2013) and Continental Divide Trail (2014). He continues to share his love of nature and the outdoors with his wife and two young children.

About Pasquale Serrone

With over a decade of experience in the personal tax advisory space, Pasquale is a trusted expert in navigating the complex tax landscape for ultra-high-net-worth individuals, professionals with rising tax complexity, families, and their related entities. Prior to joining Scriba, Pasquale served as a Manager in the Private Wealth Tax Practice at Deloitte, the world’s leading accounting firm.

His experience focuses on sophisticated tax planning and compliance strategies for individuals, trusts, estates, and gift matters. Pasquale has a proven track record of advising clients on intricate tax issues, guiding them through audits, and representing them in tax controversy matters. He is also a recognized leader in the industry, frequently facilitating technical trainings and playing an active role in the growth and development of the Private Wealth Tax Practice in his prior firm.  Prior to his time at Deloitte, Pasquale spent the first seven years of his career at mid-size firm Citrin Cooperman where he developed his foundation in tax technical skills.

Pasquale is a Certified Public Accountant licensed in the State of New York. He is a member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of CPAs (NYSSCPA), where he proudly serves as President of the Westchester County Chapter.

About Terri Edstrom

With 18 years of experience in tax and related accounting fields, Terri is a highly organized Tax Administrator specializing in the coordination and management of tax-related processes for individuals, corporations and accounting firms. She brings strong expertise in managing tax calendars, preparing compliance documentation, coordinating with internal departments and external agencies, managing high volumes of tax documentation and supporting the work of tax accountants and advisors.

About Will Cownie

Will is a Certified Public Accountant with nearly 15 years of experience specializing in business and high-net-worth taxation. He advises clients on complex tax matters, including corporate tax, multi-tiered partnership structures, intricate allocation methodologies, and private investment vehicles. Will is known for his technical precision and ability to simplify highly nuanced tax issues for his clients. Prior to joining Scriba, Will served as a Tax Director at Citrin Cooperman.

His expertise extends to Section 1031 like-kind exchanges, where he guides clients through deferral strategies, compliance requirements, and optimal structuring of real estate and investment property transactions. Will works closely with individuals, families, and closely held businesses to deliver tailored tax solutions that support long-term financial and estate planning goals.

Throughout his career, Will has developed a reputation as a trusted advisor to those with sophisticated tax needs. His proactive approach, deep technical knowledge, and strong client relationships make him a valuable resource in navigating today’s complex tax landscape. He is a licensed CPA and active member of the accounting community.

Premier Tax Services for Ambitious Individuals & Businesses

Our personal and business taxation specialists, provide expertise and a modern approach to tax compliance

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What We Offer

Sophisticated Tax Preparation & Planning

We combine expert knowledge with leading technology to deliver comprehensive tax solutions tailored to high-achieving individuals and growing businesses.

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White-Glove Tax Advisor

Our dedicated tax experts understand your financial needs.

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Value-Based Pricing

We align ourselves with you via flat fee pricing that drives savings.

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Personalized Tax Services

We craft bespoke strategies that maximize your retained income.

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Tech-Forward Approach

Our platform modernizes high-net-worth and business tax services

About Scriba

Making a Difference for Our Clients

At Scriba, we go beyond tax preparation - we architect prosperity. Our vision is to empower everyone to live enriching lives by catalysing financial growth and wealth creation.

A woman in a blazer is seated at a counter, smiling thoughtfully while looking outside. A panel in the bottom left corner shows details of her tax savings, including ‘Tax Savings: $7,500’ and ‘Customized Tax Strategy’ with a checklist of items like ‘Personalized Analysis’ and ‘Strategic Wealth Planning.
Who We Serve

Solutions for Ambitious Individuals & their Businesses

Our advisors help you accomplish your unique financial goals

Corporate Executives:

Navigating tax impacts of equity compensation, investments and life changes. Our clients lead some of the most storied public companies in the world.

Young Professionals:

Proactively manage increasing tax complexity as your wealth grows, adapting strategies to your evolving financial situation.

High Net Worth Families:

Bespoke, multigenerational tax strategies to preserve and grow your family's wealth while supporting your legacy.

Individuals
Starting at $99/mo

Expert tax compliance and planning for individuals, designed to minimize tax liabilities and maximize wealth creation.

Start-Ups & Founders:

Comprehensive tax guidance tailored to the dynamic world of startups. We'll ensure you're always prepared for liquidity and scaling events.

Private Partnership & Business Owners:

Leverage targeted tax strategies to boost your business's financial efficiency, aligning tax planning with your goals for growth and profitability.

Investors & Fund Managers:

Reduce complexities from private investments and K-1 preparation and collection, while leveraging tax credits, losses & write-offs to minimize liabilities.

Businesses
Starting at $249/mo

End-to-end business tax compliance & accounting support, year-round.

Our Team

World Class CPAs at Your Service

We bring the expertise and resources of a Big 4 firm, paired with the personalized service and attention of a boutique.

Business Tax
Pasquale Serrone, CPA, MBA
Personal Tax
Business Tax
Will Cownie, CPA
Business Tax
Business Tax
Terri Edstrom
Tax Administration
Business Tax
David Mashhoodi
Business Development
Reduce your tax bill
Save time this season
Grow your wealth
Secure trusted advisory
CLIents

Customer Testimonials

"Having a high-quality CPA became important to me once I started to receive investment carry and a significant increase in my K-1s. The Scriba tax team's depth of knowledge on issues impacting investors made a huge difference."
Alok Basani
Alok Basani
Vice President at Thoma Bravo
"They expertly navigated my taxes through three interstate moves and complex equity ownership dynamics across multiple startups. Made sense of SAFEs, K1s, ISOs, NSOs and vesting schedules when I couldn't"
Subham Agarwal
Subham Agarwal
Director of Product Management at Ramp
"Scriba discovered errors in my past returns that my previous CPA had overlooked. Their attention to detail has given me peace of mind I never knew I was missing."
Robert Fuentes
Robert Fuentes
Co-Founder of Habitat Health
"Having a hands-on advisor at Scriba has been a game-changer. They guide me through every tax notice and complication throughout the year, making what used to be a stressful process feel easy."
Drew Armstrong
Drew Armstrong
President & COO of Cathedra Bitcoin (TSX: CBIT)
"Scriba is highly proactive in delivering advisory year-round and supporting my K-1 needs. It's rare to have a CPA that doesn't disappear outside of March and April, and really blends the tax support with my financial & wealth needs."
Anish Acharya
Anish Acharya
General Partner at Andreessen Horowitz
"I was shocked to learn how much I'd been overpaying in taxes. Scriba identified numerous savings opportunities I'd been missing out on. Their expertise has literally paid for itself many times over."
Alexa Rozario
Head of Research (Balanced Assets) at Bridgewater Associates
"I had always filed taxes with self-service tools, thinking I was getting 'good enough' results. However, Scriba showed me how inefficient my tax planning was. It's the only way I'll do taxes going forward"
Amol Gundeti
Co-Founder at Alpha Ocean
"Working with the team at Scriba has been seamless. They're hands on, attentive and personable. I've already implemented a ton of new tax savings initiatives and seen faster growth of my investment portfolio. "
Patricia Chen
Head of Business Strategy at 1 William Street (NASDAQ:OWSCX)
"As my taxes got more complex I started to need more advisory, but other CPAs who would charge me after every email or phone call. Scriba has been a breath of fresh air - they're proactive and don't nickel and dime me."
Chloe Baker
Principal at Cinven
“Scriba has been an extremely reliant and proactive partner in helping me navigate my increasing complicated tax situation. I feel confident in being able to call them to quickly resolve any question I have whether in tax season or not.”
Andre Abedian
Venture Investor at Endeavor (NYSE: EDR)
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Benefits

Effortlessly Scale Your Income and Assets

Our approach maximizes savings, ensures compliance, and helps you achieve your financial goals.

Maximized Tax Savings

Boosted Time Savings

Long-Term Planning

Flexible Support

Faqs

Frequently
Asked Questions.

Find answers to frequently asked questions about our tax services.

/ 01.
How to get started?

To get started, simply schedule a call with our team. We'll discuss your tax needs and provide personalized solutions.

/ 02.
What are your fees?

We charge flat fees, communicated upfront, based on your needs and tax complexities - for more info on pricing click here.

/ 03.
Do you offer tax planning?

We offer tax planning to all our clients, adapting a unique approach based on your specific needs and any applicable tax law changes.

/ 04.
Can you handle business taxes?

Yes, we can support you across individual, partnership, corporate, trust, estate, gift and other specialized tax needs.

/ 05.
How can I contact you?

Existing clients have a dedicated tax advisor to work with year-round, if you're a prospective client schedule a call to get started.

Elevate your financial future

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Schedule a consultation with our advisors and discover how we can transform your tax strategy into a powerful wealth-building tool.