Louis Tommasino has extensive experience in tax services, auditing and financial consulting, including business planning and management services. Establishing his firm in San Diego in 1996, he has grown the practice to 13 employees and two “of counsel” consultants who provide results-oriented tax, business management, and accounting services for over 900 clients — small businesses, trusts, estates, and individuals.
Licensed in California and Arizona, Louis’ accounting experiences encompass a broad range of industries, including life sciences, entertainment, restaurants, real estate, medical and dental practitioners contractors, retailers, and wholesaler.
Drawing from years of experience assisting small businesses with compliance requirements, Louis developed his Enterprise Risk Assessment Process (ERAP), saving clients thousands by discovering errors and omissions in their insurance policies, contracts and financial statement documents.
While helping all clients add value to their businesses is Louis’ prime objective, he has a special place in his heart for those of Italian heritage. He helps Italian-speaking clients negotiate contracts and learn about U.S. business practices using his working knowledge of the language and immigration requirements.
Louis graduated with a bachelor of science in business administration from Arizona State University, which is consistently rated in the top 20 U.S. schools of Accountancy. Early in his career, he worked in the court system as a probation officer and in government as a controller, then in a large accounting firm as an auditing manager.
Louis and his company have donated time and resources to local schools and non-profit organizations in Arizona and California.
His interests include coaching and playing soccer. He’s involved in many community and professional events and is an active member of several civic and church organizations.
Sue Ann has been in public accounting for over 13 years and received her bachelor’s degree in Business Administration with an emphasis in accounting from University of Phoenix. She started her career in accounting in 1985 for escrow and trust services and working her way over to the corporate office in accounts Payable and Payroll. She was a full charge bookkeeper for 10 years in the restaurant and print industries.
Sue Ann is an Enrolled Agent, the highest designation of tax professional next to CPA and oversees many of the organizations physician and dental practitioners simplifying their annual tax and accounting services.
She was born in Pomona, California and resides in Menifee and is the oldest of four daughters, she has been married since 1985 and has one son. Sue Ann loves baking and spending time with her family.
Timothy A. Coons has over 25 years of experience in public accounting dealing with a wide variety of industries, closely held corporations, small to medium sized businesses, and has been preparing Tax Returns for partnerships, corporations (both S and C), individuals, trusts and estates since 1987.
Tim has extensive experience in representation of clients before the IRS, Franchise Tax Board, State Board of Equalization, and Employment Development Department. He has prepared numerous multi state returns for corporations and individuals.
Tim has a wide variety of experience over many different industries including entertainment, manufacturing, construction, real estate, professionals such as attorneys, doctors, dentists, and has consulted for other CPA firms who value his knowledge and expertise.
Mr. Coons has helped many people over the years with back tax issues including IRS resolutions and State resolutions helping clients get back on their feet.
Sandra Brooks has spent 30+ years working in CPA firms, where advanced level training in both accounting and tax preparation was part of her successful career.
Sandra brings the following industry experience into our firm: Construction, Restaurant/Catering Services, Performing Arts, Rental Real Estate, Travel Agencies, Fire and Law Enforcement, Shared Economy, Personal Service, Professional Athletes, Section 280E businesses; specializing in Small Business and High Net Worth Individuals.
She has successfully defended numerous clients in IRS Tax Resolution that goes back decades, including Audit and Appeals representation.
In her free time, Sandra trains her Registered Service Dog for volunteer Therapy Work, actively participates in local volunteer groups such as Mid-City PD Problem Solving Team; Azalea Park Neighborhood Association, San Diego Canyonlands. Sandra also serves as Treasurer to the Southern California Tax Professionals Inc, which provides accredited education to Tax Professionals.
Steve Lemmon has been in public accounting for the past decade, working with clients in multiple industries across the country. He got his start with one of the larger multinational firms, BDO, and has since worked for some large local firms in San Diego, learning and gaining experience all along the way.
Steve enjoys helping business owners reach their objectives and grow their businesses. He has worked extensively with passthrough entities (partnerships and S-Corporations), helping to add value to organizations wherever he can. Through this effort, he has gained experience in industries ranging from real estate, restaurants and small practitioners to large corporations and everything in between.
Steve graduated with a master’s in accountancy from the David Eccles School of Business at the University of Utah. He learned a great deal by studying under retired professionals who offered a wealth of experience. He is an Enrolled Agent and currently testing to receive his CPA license.
Steve enjoys time at the beach with his children as well as occasional trips back to the mountains of Colorado where he is from, whether that be for hiking in the summer or snowboarding in the winter months.
Moana Bishop’s role as the company’s office manager has expanded to servicing our numerous business management clients which has seen the largest growth in the company’s professional services. With 30 years of administrative and accounting related experience Moana is in high demand on a daily basis.
Moana and her family lived in Japan for over 12 years where she enjoyed travel and learning the unique cultures of the Japanese people. She attended University of Maryland University College (UMUC) while on active duty on the military base in Yokosuka Japan. She studied humanities and the Japanese language while volunteering with the family service center helping newcomers acclimate to living abroad.
Ms. Bishop is a veteran of the US Navy and served in Desert Strom as an aircraft survival equipment specialist. She has been married for 30 years, and has two adult children. Her hobbies include volunteering in the community and crafts.
Ben Watson is responsible for all computers, interfaces, networks and telecommunications systems that are required to secure and protect our client’s records in this growing organization. He assist staff as well as clients in their IT needs and monitors the progress of numerous software programs, work stations and the enormous amount of data that is produced by the organization.
He graduated from the University of California San Diego with a bachelor’s degree in cognitive science, and has many years volunteer experience in computer maintenance and administration.
A native of the community of Clairemont in San Diego, Mr. Watson spends his free time practicing with various hand bell choirs bringing great joy to audiences.
Diego Carlin began working with the firm in January 2017, his unique skill encompasses high-level document management, secure online sharefile/dropbox portals in combination with industry standard cyber security encryption and data protection methods. His role as a strategic partner with the firm’s tax professionals in these areas ensures a level of thoroughness that is highly valued in the tax and business management industry.
The eldest son of a military family, Diego learned and trained with military personnel while traveling the world living in Japan for four years, attended high school there and was involved in Naval Jr. ROTC and competed in wrestling and track.
Diego is a graduate of Coleman University obtaining a B.S. in Computer Science with a focus on Game Development and Design. He is a member part of IDGA (International Game Developers Group Association) and teaches for an educational enrichment program in the summer for the Solana Beach School District.
Diego is married to Chelsea, a Veterinary Technician and has four cats. In his pastime he enjoys weightlifting, playing video games and eating.