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 - Senior Staff Accountant
Alejandra is a resident of Stockton, 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. In her free time, she enjoys cooking and spending time with her two kids.
Anna Jaime - Senior 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 with a concentration in litigation services.
Alex Uvalles - Staff Accountant
Alex is a current resident of 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 a native resident of Turlock, CA. He has a bachelor's degree in accounting accounting and has passed all sections of the CPA Exam. He is in the processes of applying for his CPA license and is looking forward to expanding his public accounting career. He assists in all aspects of the professional services offered by our firm.
Brady Egleston - Staff Accountant
Brady is our newest staff accountant joining our firm in mid-2021. He graduated from CSU Stanislaus with his bachelor's degree in accounting. He assists in all aspects of the professional services offered by our firm.
Ramina Khobyar - Accounting Services
Ramina, who joined our firm in 2021, is a resident of Turlock and has a passion for accounting. She possesses a bachelor's degree in accounting from CSU Stanislaus which she obtained in 2009. Ramina handles a majority the firm's Accounting Services department and is a full charge bookkeeper with 8 years of accounting/bookkeeping experience and over 20 years of professional experience. She has specialties in QuickBooks setup, QuickBooks training, bookkeeping services, payroll services and sales tax services. She enjoys helping people, doing good work for them and seeing her clients' resulting happiness. Ramina frequently looks for ways to leverage technology to be more efficient and effective. In her spare time, she enjoys art, playing chess, and spending time outdoors.
Liz McCullough - Accounting Services
Liz is a Modesto resident and joined our team in 2017. She previously worked as an administrative assistant in our firm but recently took on more responsibility in our accounting services department. She specializes providing ongoing bookkeeping services as well as payroll processing and account reconciliations. In her spare time she enjoys spending time with her family and camping.
Estrella Sanchez - Accounting Services
Estrella is a Turlock resident with several years of experience in bookkeeping services. She works in our Accounting Services department providing support in all areas from monthly reconciliations to quarterly reporting preparation.
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.
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.
Kristen Wade - Administrative Assistant
Kristen is a resident of Waterford and joined our team in 2021. Prior to joining our team, Kristen's years of experience were primarily in the veterinary field as a veterinary assistant. She is primarily responsible for initiating contact with clients and scheduling and coordinating the day to day activities of the principals. She is available to assist with any client requests. In her spare time she enjoys spending time outdoors and animals.
Jamie Fraioli - Administrative Assistant
Jamie joined our team in 2021 with over 20 years of professional service including accounts receivable, customer service, and administrative services. She is a Modesto native attending both Modesto High and MJC. She is available to assist with all client requests. In her spare time she enjoys camping, cooking, and her animals. A personal favorite of her hobbies is competitive Greek dancing which she participated in for many years.