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
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 | CPA
Mark Weaver
Tax Manager | CPA
Karan Judge
Tax Manager | CPA
Karan Judge
Tax Manager | CPA
Steve Contreras
Tax Manager
Steve Contreras
Tax Manager
Tax Accountants
Rebekah Sanchez
Tax Accountant II | CPA
Rebekah Sanchez
Tax Accountant II | CPA
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
Hudson Plouffe
Tax Accountant I
Hudson Plouffe
Tax Accountant I
Jennifer Rivas
Tax Accountant II
Jennifer Rivas
Tax Accountant II
Chloe Muklevicz
Tax Senior Accountant I
Chloe Muklevicz
Tax Senior Accountant I
Nicole Kuan
Intern | Tax Accountant I
Nicole Kuan
Intern | Tax Accountant I
Luke Williams
Tax Senior Accountant I
Luke Williams
Tax Senior Accountant I
Administrative & Client Relations
Vlad Ginzburg
Administrative and Client Relations
Vlad Ginzburg
Administrative and Client Relations
Lauren Hunt
Administrative and Client Relations
Lauren Hunt
Administrative and Client Relations
Brittany McGraw
Billing and Accounts Receivable Manager
Brittany McGraw
Billing and Accounts Receivable Manager
Greg Neft
Administrative & Client Relations
Greg Neft
Administrative & Client Relations
Keystone Wealth Advisors LLC
Brian Wheeler
Director of Wealth Management & Business Brokerage
Brian Wheeler
Director of Wealth Management & Business Brokerage
Raymond Brown
Financial Consultant
Raymond Brown
Financial Consultant
Keystone Business Brokerage LLC
Brian M. Cassidy
Business Broker | Brokerage
Brian M. Cassidy
Business Broker | Brokerage
Client Accounting Services
Renee Taylor
Client Senior Accountant
Renee Taylor
Client Senior Accountant
Krista Adams
Client Accounting Manager
Krista Adams
Client Accounting Manager
Mary Cabodi
Client Accounting Services
Mary Cabodi
Client Accounting Services
Amina Anwar
Client Accounting Services
Amina Anwar
Client Accounting Services
Trish Silva
Client Accounting Services
Trish Silva
Client Accounting Services
Jacquie Clark
Client Senior Accountant
Jacquie Clark
Client Senior Accountant
thank you
for your interest
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