Leadership

Scott Morrison

Founder


CPA

Shaun Clark

Managing Partner


CPA

Jason Phillips

Audit Partner


CPA

Justin Jensen

Tax Partner


MBA, CPA

Tax Team

Paula Edmonds

Tax Team Supervisor


CPA

Holly Martin

Sr. Tax Team Member


EA

Jennifer Butera

Sr. Tax Team Member


EA

Nicholas Mehle

Tax Team Member


Gema Diaz

Tax Team Member


Financial Team

Danielle Krakowiecki

Sr. Financial Team Member


Fredy Hernandez

Sr. Financial and Tax Team Member


CPA
CCIFP

Riley Cook

Financial Team Member


Bookkeeping Team

Shirley Rank

Bookkeeper


Carrie Taylor

Bookkeeper


Administrative Team

Rosa Fagerstrom

Firm Administrator


CPA

Lee Campbell

Administrative Coordinator


 

Amy Jones

Administrative Assistant


 

Yolanda Martinez

Executive Assistant