Meet The Keystone Team
At Keystone CPAs, we offer a comprehensive range of tax services tailored to meet your unique needs. Whether you’re managing personal taxes, business obligations, or long-term planning, our expert team is here to provide trusted guidance. Stay organized with our calendar of key tax deadlines and find answers to your most common questions.
Principals
Michael D. Bosma
Managing Principal | CPA
Michael D. Bosma
Managing Principal | CPA
K. Casey Adams
Principal | CPA
K. Casey Adams
Principal | CPA
Robert Marsh
Principal | CPA
Robert Marsh
Principal | CPA
Executive Staff
Colleen Morrison
Chief People Officer
Colleen Morrison
Chief People Officer
Jackie Barrera
Executive Leadership
Jackie Barrera
Executive Leadership
Greg Neft
Marketing | Administration
Greg Neft
Marketing | Administration
Ben Lutin
IT Manager
Ben Lutin
IT Manager
Shannon VanTress
Operations Director
Shannon VanTress
Operations Director
Ted Pakes
Controller
Ted Pakes
Controller
Tax Managers
Lawrence Balanovsky
Manager – Tax Services Group
Lawrence Balanovsky
Manager – Tax Services Group
Ameer Awad
Tax Manager I - MTAX, EA
Ameer Awad
Tax Manager I - MTAX, EA
Cody Heimerdinger
Director - TSG | Tax Manager | CPA
Cody Heimerdinger
Director - TSG | Tax Manager | CPA
David Carbajal-Pham
Tax Manager | CPA
David Carbajal-Pham
Tax Manager | CPA
Mark Weaver
Tax Manager
Mark Weaver
Tax Manager
Estevan Contreras
Tax Manager
Estevan Contreras
Tax Manager
Tax Accountants
Rebekah Sanchez
Tax Accountant II
Rebekah Sanchez
Tax Accountant II
Stephanie Fitzgerald
Tax Accountant II
Stephanie Fitzgerald
Tax Accountant II
Ting Gao
Tax Senior Accountant I
Ting Gao
Tax Senior Accountant I
Ryan Huber
Tax Senior Accountant I
Ryan Huber
Tax Senior Accountant I
Hui Zhu
Tax Senior Accountant I
Hui Zhu
Tax Senior Accountant I
Jessica Martinez
Tax Accountant I
Jessica Martinez
Tax Accountant I
Hudson Plouffe
Tax Accountant I
Hudson Plouffe
Tax Accountant I
Karan Judge
Tax Senior | CPA
Karan Judge
Tax Senior | CPA
Project Managers
Crystal Grayot
Project Manager - TSG
Crystal Grayot
Project Manager - TSG
James Greiner
Project Manager
James Greiner
Project Manager
Christy Moore
Project & Client Accounting Manager
Christy Moore
Project & Client Accounting Manager
Vlad Ginzburg
Client Accounting Services
Vlad Ginzburg
Client Accounting Services
Keystone Wealth Advisors LLC
Brian Wheeler
Director of Wealth Management & Business Brokerage
Brian Wheeler
Director of Wealth Management & Business Brokerage
Keystone Business Brokerage LLC
Brian M. Cassidy
Business Broker | Brokerage
Brian M. Cassidy
Business Broker | Brokerage
Client Accounting Services
Chidinma Thompson
Client Senior Accountant
Chidinma Thompson
Client Senior Accountant
Renee Taylor
Client Senior Accountant
Renee Taylor
Client Senior Accountant
Kirsta Adams
Client Accounting Manager
Kirsta Adams
Client Accounting Manager
Mary Cabodi
Client Accounting Services
Mary Cabodi
Client Accounting Services
Amina Anwar
Client Accounting Services
Amina Anwar
Client Accounting Services
thank you
for your interest
Please submit general inquiries by completing this form.