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 - Retired



As of December 31, 2020, Mark is enjoying his retirement. Any questions should be directed to Michelle Matos.


Mark is a Modesto resident with 40 years of accounting and income tax preparation experience.  He graduated with his Bachelor's Degree in Accounting from CSU Stanislaus in 1977 and earned his CPA license in 1983. Mark specializes in tax preparation services for individuals and small to mid-size businesses. He provided these services at a firm that he owned with his wife, Julie, for 30 years prior to merging with our firm. In addition to providing tax services, Mark is an avid biker and will frequently embark on cross country rides.


Mark is a lifetime member and past president of the Modesto 500 Lions Club.

 

 Julie Jordan, CPA - Retired




As of June 1, 2021, Julie has joined Mark in retirement and is enjoying the travel lifestyle. While we do anticipate seeing her around the office still, all questions should now be directed to Michelle Matos.


Julie is a Modesto resident with 40 years of accounting and income tax preparation experience. She graduated with her Bachelor's Degree in Accounting from CSU Stanislaus in 1979 and earned her CPA license in 1982. She, along with her husband Mark, owned their own accounting firm in Modesto for 30 years prior to merging with our firm. Her areas of expertise are in small to medium-sized businesses and individual tax preparation with a specialty in trust and estate tax filings. When she's not working, Julie is very family oriented and takes pride in involving herself in all of her grandkids' activities.

 

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.

 

Alex Uvalles - Staff Accountant




Alex is one of our newest staff accountant additions coming to us from Riverbank. He has a bachelor's degree in accounting and is currently preparing for the CPA Exam. Alex assists in all aspects of our firm professional services.

 

Semarpreet Bassi - Staff Accountant





Semarpreet is our newest staff accountant joining our firm in January 2021. Semar is currently in the process of studying for and sitting for the CPA Exam. He assists in all aspects of the professional services offered by our firm.

 

Ramina Khobyar - Accounting Services




Ramina handles a majority the firm's Accounting Services department and is a full charge bookkeeper with over 20 years of experience.  She has specialties in QuickBooks setup, QuickBooks training, bookkeeping services, payroll services and sales tax services.  Ramina takes great pride in providing excellent customer service to our clients.

 

Anne DeHart - Accounting Services - Retired




Anne has retired effective April 30, 2021. We have enjoyed getting to work with her over these last years and wish her nothing but the best. All bookkeeping related questions should now be directed to Jolene Yarnell.


Anne is a Modesto resident with over 30 years of experience providing excellent bookkeeping service at another small accounting firm before joining our team. She is a full charge bookkeeper providing day to day bookkeeping services, primarily utilizing Quickbooks. She also assists with year end adjustments and quarterly compliance filings such as payroll and sales tax.



 

Juliann Faria - Accounting Servces






Juliann is a Hilmar native with 10 years of experience in bookkeeping services. She began as a private bookkeeper before joining our team. She works part time in our Accounting Services department providing support in all areas from monthly reconciliations to quarterly reporting preparation.

 

Marie Walker - Accounting Services






Marie is a Modesto resident with over 10 years of experience in bookkeeping. She works part time in our Accounting Services department and assists in all areas. Marie also spends a good deal of time maintaining all financial records and assisting in running her family's business.

 

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.

 

Amie Martinez - Administrative Assistant






Amie joined our team in 2020 and brings a strong customer service and administration background. She assists clients with scheduling and correspondence in addition to assisting with all administrative duties of the office. Amie is available to assist with all client requests.