Directors

Bill Burke, CPA

Managing Director

Bill Burke, CPA

Denise Fisk, EA

Director of Accounting

Denise Fisk, EA

Monica Noel, EA

Director of Tax

Monica Noel, EA

Aaron Blau, EA, CPA

Director of Technology

Aaron Blau, EA, CPA

Managers

Loretta Keesey

Manager HR and Operations

Loretta Keesey

Sharon Perez

General Manager - Client Relations

Sharon Perez

Sierra Pardo

Client Excellence Coordinator Manager

Sierra Pardo

Taxes

Susan Young

Senior Payroll

Susan Young

Richard Burke, CPA

Sr. Advisor

Richard Burke, CPA

Dan Weaver, EA

Tax Manager

Dan Weaver, EA

Accounting

Andrew Burke

Staff Accountant

Andrew Burke

Kim Blau

Staff Accountant

Kim Blau

Emily Goffman

Staff Accountant

Emily Goffman

Operations

Client Relations

Christina Jones

Client Excellence Coordinator

Christina Jones

Jessica Griego

Client Excellence Coordinator

Jessica Griego

KaCee Koonsman

Client Excellence Coordinator

KaCee Koonsman

Tammy Taylor

Client Excellence Coordinator

Tammy Taylor