PRINCIPALS

Timothy M. Dilley

CPA, Director of Tax

Specialties:

  • CFO for Hire
  • Estate Planning and Trusts
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Kristine S. Loomis

CPA, CVA, Managing Principal

Specialties:

  • Litigation and Expert Witness
  • Valuation & Financing
  • Vineyards and Wineries
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''Pete'' Luchini

CPA, Principal

Specialties:

  • Tax Preparation & Planning
  • IRS Representation
  • Real Estate
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Jeffery R. Neher

CPA, Senior Principal

Specialties:

  • Litigation and Expert Witness
  • Valuation & Financing
  • Real Estate
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Steven M. Neher

CPA, Director of A&A

Specialties:

  • Accounting & Auditing
  • Adoption Tax Credit
  • Real Estate
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Sean M. Patton

CPA, Director of IT

Specialties:

  • Accounting & Auditing
  • Government & NFP
  • Retail and Hospitality
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PROFESSIONAL TEAM

Bianca Alcala

Accountant

Specialties:

  • Payroll, Quarterly Taxes
  • Individual / Business Tax Preparation & Planning
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Brenda Alcala

CPA, Supervisor

Specialties:

  • Payroll, Quarterly Taxes
  • Individual / Business Tax Preparation & Planning
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Jennifer Babcock

CPA / Supervisor

Specialties:

  • Payroll, Quarterly Taxes
  • Individual / Business Tax Preparation & Planning
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Brian Brett

CPA, Accountant

Specialties:

  • Payroll, Quarterly Taxes
  • Individual / Business Tax Preparation & Planning
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Gina Bryan

Paraprofessional / Internal Bookkeeping

Specialties:

  • Payroll, Quarterly Taxes
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Nathan Cacka

CPA, Supervisor

Specialties:

  • Audit & Assurance
  • Individual / Business Tax Preparation & Planning
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Judy S. Conner

CPA, Of Counsel

Specialties:

  • Tax Preparation & Planning
  • Estate Planning and Trusts
  • Retail and Hospitality
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Tamara Dezellem

CPA, Manager

Specialties:

  • Accounting & Auditing
  • Tax Preparation & Planning
  • Agriculture
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Nate Drescher

Senior Accountant

Specialties:

  • Payroll, Quarterly Taxes
  • Individual / Business Tax Preparation & Planning
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Jenny A. Fasching

PHR, Director of Operations

Specialties:

  • Human Resources
  • Office Administration
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Matt Foos

Accountant

Specialties:

  • Payroll, Quarterly Taxes
  • Individual / Business Tax Preparation & Planning
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Shanna Forney

Paraprofessional / Internal Bookkeeping

Specialties:

  • Payroll, Quarterly Taxes
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Ryan Gill

Accountant

Specialties:

  • Payroll, Quarterly Taxes
  • Individual / Business Tax Preparation & Planning
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Nathan Harmon

MBA, Senior Accountant

Specialties:

  • Payroll, Quarterly Taxes
  • Individual / Business Tax Preparation & Planning
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Tammy Kintner

Paraprofessional / Internal Bookkeeping

Specialties:

  • Payroll, Quarterly Taxes
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Maynard Man

Senior Accountant

Specialties:

  • Payroll, Quarterly Taxes
  • Individual / Business Tax Preparation & Planning
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Monica Lough

CPA, Manager

Specialties:

  • Accounting & Auditing
  • Transition Planning
  • Government and NFP
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Kay Phillips

CPA, Manager

Specialties:

  • Tax Preparation & Planning
  • Individual / Business Tax Preparation & Planning
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Jessica Simons

CPA, Senior Accountant

Specialties:

  • Financial Statements
  • Individual / Business Tax Preparation & Planning
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Bonnie Stimmel

Paraprofessional / Internal Bookkeeping

Specialties:

  • Payroll, Quarterly Taxes
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Karen Zanol

CPA, Supervisor

Specialties:

  • Tax Preparation & Planning
  • College – Financial Aid
  • Construction
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ADMINISTRATIVE TEAM

Trina Blue

Administrative Assistant

Stephanie Bryant

Administrative Assistant

Ivy M. Dunnell

Receptionist / Administrative Assistant

Carmen Wisemore

Administrative Assistant

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