Our Team

Management

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J.D. Frost, CPA, MBA

Founder & Managing Partner

Paul Croft

Paul Thomas Croft

CEO & Member

Nic Elliott

Nic Elliott

Firm Manager

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Angelo Sanchez Jr.

Tax Compliance Accountant

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Emily Caperton

Tax Staff

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Nicole Glaser

Tax Staff

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Katlyn Richardson

Client Onboarding Specialist

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Soni Whalen

Human Resources Intern

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Jon Hoppe

Videographer

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Marah Webster

Human Resources Manager

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Julie Barringer

Client Services Director

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Vicki Wilson

Firm Bookkeeper

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Meg Shepard

Marketing Director

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Claire Monar

Communication Director

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Daniel Trentham

Business Admin Intern

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Kim Ervin, EA

Senior Tax Manager

Jim Beers

Jim Beers, CPA

Consulting & Bookkeeping Manager

Mitchell Desbiens

Mitchell Desbiens, EA, MBA

Compliance Manager

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Ina Longobardo, CPA

Tax Planning Manager

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Sarah Bivans

Senior Accountant

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G.G. Burkhalter

Senior Tax Staff

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Wendy Blevins

Client Experience Manager

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Sarah Durham

Client Experience Manager

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Tarbell Patten IV

Client Experience Manager

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Tyler Ballengee

Senior Tax Staff

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John Bedayo

Senior Tax Staff

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Nathan Kirby

Tax Staff

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Rachel Moses

Data Entry Specialist

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Chloe Encinas

Data Entry Specialist

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Travis Moths

Tax Staff

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