We pride ourselves on having a well-rounded and hard-working team dedicated to the success of our clients, the firm, and each other.
Our internal vetting process allows us to employ the right individuals to ensure you always have access to an experienced and knowledgeable staff.
We firmly believe that “as our clients grow and prosper, so do we.”
Accounting + Audit + Advisory Team
Alex Bradbury
Audit Senior II
Cristina Guel
Accounting Specialist
Desjanel Beamon
Payroll Tax Accountant
DeVetta Perkins
Payroll Tax Specialist
Elizabeth Anderson
Accounting Associate
Emily Eldridge
Accounting Associate II
Jennifer Escobar
Accounting Specialist
Jesus Rafael
Accounting Associate
Julie Bangert
Manager
Kaitlin Murray
Accounting Associate
Lee Mathew
Audit Senior II
Melissa Murray
Senior Accounting Specialist
Paola Pereira
Senior Consultant III
Ravena Beamon
Payroll Tax Manager
Russ Thompson
Audit Senior II
Sandra Michout
Accounting Specialist
Taylor Gallegos
Accounting Specialist
Wendi Kellam
Senior Consultant/Fractional CFO
Administrative Team
Cecilia Clark
Operations Assistant
Donna Watermiller
Executive Assistant
Kara Dowling
Operations Specialist
Miriam Jeev-Solomon
Operations Specialist
Monique Ross
Operations Supervisor
Leadership Team
Andrea Gardner
Director of Operations
Fred Amiryan
CIO / Fractional CFO
Harvey Cox, CPA
Partner – Tax
Jared Weidner, CPA
Partner
Karen Meredith, CPA, CFP
Managing Partner
Kathy Phillips
HR/Operations Manager
Kathy Tamura
Chief Financial Officer
Lisa Lott, CPA, CIE, CFE
Partner – Audit
Matt Meredith
Partner – Operations & Marketing
Marketing + IT Team
Josh Flores
Technical Support Specialist II
Kristin Poston
Director of People & Culture
Melissa Lomeli
Director of Marketing
Rachel Rodriguez
Client Advocate
Tax Team
Ayesha Siddiqui
Tax Senior Associate
Bettina Cooke
Tax Senior
Cannon Hodges
Tax Specialist
Daniel Herrera, CPA
Tax Senior
Elizabeth Nguyen, CPA
Tax Manager II
Enrique Palacios
Tax Senior
John Henderson, CPA
Tax Senior III
Min-Jee Choi
Tax Senior Associate
Pooja Patel
Tax Manager
Pranami Saha, CPA
Tax Senior Associate
Queenstar Barfi
Tax Senior Associate
Sagar Patel, CPA
Tax Senior
Susanna Thomas, CPA
Tax Senior III
Thalia Mancera, CPA
Senior Tax Manager
