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
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 | CPA
Mark Weaver
Tax Manager | CPA
Karan Judge
Tax Manager | CPA
Karan Judge
Tax Manager | CPA
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
Deron Taylor
Tax Senior Accountant I
Deron Taylor
Tax Senior Accountant I
Raisa Quazi
Intern
Raisa Quazi
Intern
Nicole Kuan
Intern | Tax Accountant I
Nicole Kuan
Intern | Tax Accountant I
Project Managers
Christy Moore
POD/Project Manager
Christy Moore
POD/Project Manager
Vlad Ginzburg
Project Manager
Vlad Ginzburg
Project Manager
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
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
Trish Silva
Client Accounting Services
Trish Silva
Client Accounting Services
thank you
for your interest
Please submit general inquiries by completing this form.