Erica began her career in San Francisco at Deloitte & Touche and has been a CPA for over 25 years. She has held key management positions at both private and public organizations. Her experience includes working at Wells Fargo, Levi Strauss and Liberate Technologies. She has IPO, as well as merger and acquisition experience. In addition to her CPA license, Erica is a Plantinum Member of the Quickbooks ProAdvisor Program. She has called Roseville her home now for more than 20 years and enjoys taking Rusty to the many dog parks in the area. When Erica isn't working she loves cooking as she ran her own catering business for a time.
Erica is always looking for ways to improve your experience. Upon her arrival she implemented a Client Portal - it has been a game changer! We partner with Tax Dome to offer you a portal which conveniently organizes and stores your tax documents. Documents can now be signed via e-signature from your computer or mobile phone. We can also take online payments from your credit card or by e-check. Most importantly our portal ensures your security and privacy which is one of our top concerns.
Johnny Whisler is our Administrative Coordinator. He has been an active member of our local tax community for many years and most recently worked for a direct competitor of ours. While his experience makes him relevent, it is his "can do" attitude and infectious energy that make him unforgettable!
Victor Wong
Victor does double duty as our Sr Accountant and Tax Associate. He retired from Chevron Corporation as an Accounting Manager. He and his wife, Joanne, just returned from a cruise in Europe. Their daughter is a nurse at the neo-natal ward at UC Davis and their son just completed his PhD in Micro-Biology from Northwestern University.
Simran Manik
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Simran is our Tax Lead. She is a CTEC and is working on her Enrolled Agent (EA) certification. She recently moved to the Sacramento area from the Bay Area, with her husband and little girl, where she was doing both individual and business taxes. Simran has a Masters in Accounting, as well as certifications in Bookkeeping and Payroll.
Happy Clients!
Meet our Client Retention Manager, Rustopher Mayfield, or Rusty for short!
Rusty Mayfield, CRM
