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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
Kimberly Vielhaber CFP
®
Steve Pugliese, CPA, PFS
Pam Lin
Diane Futrowsky, CPA
Patricia Biscoe, CPA
Patrick Ryan, CPA
Laura Cinnamon
Kimberly A. Epps, CPA
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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 Vielhaber CFP
®
Team
Steve Pugliese, CPA, PFS
Pam Lin
Diane Futrowsky, CPA
Patrick Ryan, CPA
Team
Kimberly A. Epps, CPA
Joseph Lager, CPA
Patricia Biscoe, CPA
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
Kimberly Vielhaber CFP
®
Steve Pugliese, CPA, PFS
Pam Lin
Diane Futrowsky, CPA
Patricia Biscoe, CPA
Patrick Ryan, CPA
Laura Cinnamon
Kimberly A. Epps, CPA
Services
Tax Planning
Accounting
Monetary Funds Escrow & Paymaster Services
Who We Serve
Businesses
Individuals
Resources
Key Tax Numbers For 2020
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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