Our Team

Our Team

Meet Our Team of Experienced Professionals

Our professionals have the experience and a results-driven focus to help you navigate through the treacherous tax and financial environment we live in today. The tax rules and laws are changing rapidly and with our entrepreneurial team of Certified Public Accountants, Certified Fraud Examiners, Enrolled Agents and more, we can help you keep up and come out ahead.

Our Team

john-profess

John Thayer

Managing Partner

cason-peters

Cason Peters

Tax Partner

curt-vaculik

Curt Vaculik

Enrolled Agent

jodi

Jodi White

Director of Business Development

mark-heffner

Mark Heffner

Manager, Financial Advisory Services

claire-burditt

Claire Burditt

Human Resources

terry-sherrill

Terry Sherrill

Managing Director, Financial Advisory Services

james-mata

Mark Mata

Senior Financial Advisory Services Associate

Thomas-rand

Thomas Rand

CPA

Tax Manager

Jose Pena

CPA.

Audit Partner

Faisal Siddiqui

CPA.

Audit Partner

May Huang

CPA.

Audit Partner

Patrick Wong

CPA.

Audit Partner

Debra Engel

CPA, FCA.

Tax Manager

Karen Watson

Audit Operations.

Senior Manager

Our Team

john-profess

John Thayer

Managing Partner

cason-peter

Cason Peters

Tax Partner

curt-vaculik

Curt Vaculik

Enrolled Agent

jodi

Jodi White

Director of Business Development

Claire Burditt

Human Resources

terry-sherrill

Terry Sherrill

Managing Director, Financial Advisory Services

james-mata

Mark Mata

Senior Financial Advisory Services Associate

thomas-rand

Thomas Rand

Tax Manager

mark-heffner

Mark Heffner

Manager, Financial Advisory Services

Jose Pena

CPA.

Audit Partner

Faisal Siddiqui

CPA.

Audit Partner

May Huang

CPA.

Audit Partner

Patrick Wong

CPA.

Audit Partner

Debra Engel

CPA, FCA.

Tax Manager

Karen Watson

Audit Operations.

Senior Manager