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Our Team
James D. Warring, CPA/PFS, CFP
®
Kathryn M. Cozzens, CPA
Susi Cedillo, CPA
Patti Johnson
Joseph Lager, CPA
Beverly Grimm, CPA
Dr. Vicki Tang
Steve Pugliese, CPA, PFS
Pam Lin
Diane Futrowsky, CPA
Patricia Biscoe, CPA
Patrick Ryan, CPA
Laura Cinnamon
Kimberly A. Epps, CPA
Jamie Smallcomb
Jennifer Scales
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Home
About Us
Our Team
Our Team
James D. Warring, CPA/PFS, CFP
®
Kathryn M. Cozzens, CPA
Susi Cedillo, CPA
Patti Johnson
Team
Beverly Grimm, CPA
Dr. Vicki Tang
Laura Cinnamon
Kimberly A. Epps, CPA
Team
Steve Pugliese, CPA, PFS
Pam Lin
Diane Futrowsky, CPA
Patrick Ryan, CPA
Team
Joseph Lager, CPA
Patricia Biscoe, CPA
Jamie Smallcomb
Jennifer Scales
Our Team
James D. Warring, CPA/PFS, CFP
®
Kathryn M. Cozzens, CPA
Susi Cedillo, CPA
Patti Johnson
Joseph Lager, CPA
Beverly Grimm, CPA
Dr. Vicki Tang
Steve Pugliese, CPA, PFS
Pam Lin
Diane Futrowsky, CPA
Patricia Biscoe, CPA
Patrick Ryan, CPA
Laura Cinnamon
Kimberly A. Epps, CPA
Jamie Smallcomb
Jennifer Scales
Services
Tax Planning
Accounting
Monetary Funds Escrow & Paymaster Services
Who We Serve
Businesses
Individuals
Resources
Key Tax Numbers For 2021
2020 Year End Tax Planning
Guides
Resources
Tax Center
Financial Calculators
Links
199A Qualified Business Income Deduction Flowchart
Client Center
E-Money Login
Tax Organizer
Pay Invoice
Connect
Become A Client
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Should I Pay Or Charge Monthly, Quarterly Or Annually?
What Are My New Business Startup Costs?
What Are The Tax Savings Of A Qualified Retirement/Cafeteria Plan?
How Much Can I Lower My Monthly Payment With A New Auto Loan?
Should I Refinance My Auto Loan At A Lower Rate?
How Much Vehicle Can I Afford?
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