Associates

• Brandy Casket - Admin Team

  Client Service Specialist

• Jody Cox - Admin Team

  Client Service Specialist

• Barb Cloninger - All Teams

  Tax Associate

• Josiah Baldassare - All Teams

  Support Staff

• Steve Katz - All Teams

• David Boris - Team Blue

  Licensed Tax Preparer #907262P

• Dan Olvera - Team Green

  Licensed Tax Preparer 1923493p

• Pam Harkin - Team Maroon

  Licensed Tax Consultant #5929C

• Teresa Noe, CWS - Team Maroon

  Licensed Tax Consultant #2441C

• Yvonne Steele - Team Maroon and Blue

  Accounting Associate

• Dana Apling - Team Purple

  LTP #1921957-P

• Alicia Wilson - Team Purple and Blue

  Support Staff

• Alex Pilalas - Team Red and Green

  Tax Associate

• Tricia Thompson - Team Red and Maroon

  Licensed Tax Consultant #28264C

• Megan Blackburn - Team Red, Green and Purple

  Bookkeeping and Payroll Associate