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
Cannon Hodges
Staff Accountant
Cristina Guel
Staff Accountant
Desjanel Beamon
Payroll Tax Accountant
DeVetta Perkins
Staff Accountant
Elizabeth Anderson
Accounting Associate I
Emily Eldridge
Accounting Associate II
Jesus Rafael
Accounting Associate I
Julie Bangert
Manager
Kaitlin Murray
Associate I
Lee Mathew
Audit Senior II
Melissa Murray
Senior Accounting Specialist
Paola Pereira
Senior Consultant
Ravena Beamon
Payroll Tax Manager
Russ Thompson
Audit Senior II
Sandra Michout
Accounting Specialist
Taylor Gallegos
Accounting Specialist
Administrative Team
Donna Watermiller
Executive Assistant
Jennifer Escobar
Admin Assistant
Kara Dowling
Operations Specialist
Linda Dawson
Accounting Assistant
Miriam Jeev-Solomon
Operations Assistant
Monique Ross
Operations Supervisor
Leadership Team
Andrea Gardner
Director of Operations
Fred Amiryan
CIO / Fractional CFO
Harvey Cox, CPA
Partner – Tax
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
Senior Associate
Bettina Cooke
Tax Senior
Daniel Herrera, CPA
Tax Senior
Darlene Bailey
Tax Prep Assistant
Elizabeth Nguyen, CPA
Tax Manager II
Enrique Palacios
Tax Senior
Janet Gravenor, CPA
Senior Tax Manager
Jared Weidner, CPA
Senior Manager
John Henderson, CPA
Tax Senior III
Min-Jee Choi
Tax Accountant
Pooja Patel
Manager
Pranami Saha, CPA
Senior Tax Associate
Queenstar Barfi
Senior Associate
Sagar Patel, CPA
Tax Specialist
Susanna Thomas, CPA
Tax Senior III
