Casey G. Johnson, CPA, CVA, MBA - Principal 




Casey is from Hilmar, California. He graduated from California State University, Stanislaus in 1984 and received his MBA (Taxation) from Golden Gate University. Casey has over 35 years of experience in the preparation of individual, small business, medium size business, as well as multi-state business income tax returns. He also has extensive experience in the preparation of income tax returns for estates and trusts.


In 2014, Casey earned the distinct designation as a Certified Valuation Analyst. This certification allows him to not only provide litigation support and forensic accounting services but to be officially recognized as an expert in the court of law and provide expert witness testimony. He has been recognized as an expert in 6 different counties and has testified as an expert witness over 100 times in various litigation matters.

Casey is a member of American Institute of Certified Public Accountants, California Society of Certified Public Accountants, and National Association of Certified Valuation Analysts.

 

Michelle N. Matos, CPA, MBA - Principal




Michelle is a Modesto native with over 10 years of accounting and income tax preparation experience. She graduated from California State University, Stanislaus in 2008 with her Bachelor's Degree in Accounting, and received her MBA in Taxation from Golden Gate University in 2013. She is the Company's attestation partner with expertise in all financial reporting. In addition, Michelle oversees the company's accounting services department including electronic data processing (QuickBooks, Peach Tree, Creative Solutions) as well as compliance filings such as payroll processing, sales tax, worker's compensation, excise tax, and use tax.

Michelle is a member of American Institute of Certified Public Accountants, California Society of Certified Public Accountants, Modesto Rotary, and serves as Board Treasurer for the Stanislaus Health Foundation, Board Treasurer for the Modesto Rotary Club Foundation and as an active Board Member of the Haven Women's Center.

 

Mark Jordan, CPA, MBA





Mark has over 30 years of accounting and income tax preparation experience.


Mark is a member of American Institute of Certified Public Accountants and California Society of Certified Public Accountants

 

Julie Jordan, CPA, MBA





Julie has over 30 years of accounting and income tax preparation experience.


Julie is a member of American Institute of Certified Public Accountants and California Society of Certified Public Accountants

 

Alejandra Rangel - Staff Accountant






Alejandra is a resident of Hughson, California. She graduated from California State University, Stanislaus in 2017 with a Bachelors in Accounting. She is currently studying to sit for the California Unified CPA Exam and plans to pursue a Masters Degree in Accounting. Alejandra also has prior bookkeeping, payroll, and tax preparation experience and assists in all areas of the professional practice.

 

Anna Jaime - Staff Accountant








Anna is a resident of Modesto and graduated from California State University, Stanislaus in 2017 with her Bachelors in Accounting. She is currently studying to sit for the California Unified CPA Exam. She assists in all areas of the professional practice.

 

Jolene Yarnell - Accounting Services





Jolene is a resident of Hilmar and graduate of Valley Commercial College where she received her certificate in accounting. Jolene comes from an agricultural background stemming from her family's business.  She handles the firm's Accounting Services department and is a full charge bookkeeper with over 20 years of experience.  She is also a Certified QuickBooks ProAdvisor, with specialties in QuickBooks setup, QuickBooks training, bookkeeping services, payroll services and sales tax services.  Jolene takes great pride in providing excellent customer service to our clients.

 

Anne DeHart - Accounting Services






Anne has over 30 years of bookkeeping experience.



 

Juliann Faria - Accounting Servces






Juliann

 

Marie Walker - Accounting Services






Marie

 

Kylie Souza - Accounting Services






Kylie

 

Liz McCullough - Administrative Assistant





Liz is a Modesto resident and joined our team in 2017. She is primarily responsible for initial client contacts, scheduling, and correspondence. She is also responsible for providing all support functions for the firm's administrative staff. Liz is available to assist with all client requests.

 

Kaleena Conrad - Administrative Assistant







Kaleena