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.
Sandy has worked as a Tax Preparer for 7 years handling tax preparation relating to Individuals, Partnerships, Corporations, and S-Corporations. Her experience with bookkeeping is a great benefit to all of her small business client’s.
Sandy graduated in May 2015 with a Master’s of Science degree in Accounting from University of Phoenix. Her outstanding GPA got her noticed by Delta Mu Delta an International Honors Society. She spent a year as Vice President for the University of Phoenix Delta Mu Delta Honors Society Chapter where she helped fundraise to give back to the community.
In her free time, enjoys crafting, running, playing games, and baking for her family.
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.
Jason Erickson is a Certified Public Accountant with over 30 years corporate experience working in Accounting, Quality, Relationship Management, Safety and Training. He spent three years in Financial Planning assisting with Insurance Planning, Tax Planning, Retirement Planning, Business Planning, Estate Planning, and Investments and Trading and has over 5 years’ experience doing individual tax returns.
Jason excels at identifying opportunities to implement improvements to systems and processes. He has a broad understanding of spreadsheet software and can design useful, concise and understandable data presentations.
Originally from Minnesota, Jason loves spending summer visits with extended family but does not miss the winters. He is a father to three young children including fraternal boy/girl twins. In his spare time he enjoys making people laugh by performing with an improv group.
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.
David M. Rodgers graduated from the University of California San Diego with a Bachelor of Arts in Political Science, receiving Provost’s Honors in the process. Soon thereafter he discovered a passion for bookkeeping and pursued a Master of Accounting and Financial Management at the Keller Graduate School of Management.
After early experience as a Loan Coordinator, Collections Counselor, and Executive Assistant, David found his calling in bookkeeping. He has handled multi-million dollar accounts and as a result of his dedication, received recognition for his client-satisfaction.
David enjoys crossword puzzles and is an avid Jeopardy fan. As lover of geography, his travels have taken him as far as England, Spain, France, Italy, Holland, Germany, and Switzerland.
Born and raised in San Diego, Merlisa Shirey provides bookkeeping services to the firm’s growing business management corporate bookkeeping areas. Merlisa has an Associates Arts degree from Miramar College and enjoyed a brief career in child development and nursing. A drill team commander in Army Junior ROTC, Merilsa brings her love structure and organizing to the benefit of both our company and our clients.
Merilsa enjoys spending time with her four dogs and one cat, going to the beach and can often be seen going hiking on the trails of San Diego County. Her goal is to travel to Spain and see sights and sounds of the people and its culture.
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, has two adult children and hopes to be a grandmother someday. Her hobbies include volunteering in the community and crafts.
Providing initial consultation and guidance to customers, Brian leads corporate and client development for this growing professional services organization. Ensuring the right fit for both the company and potential client, he capitalizes on the organizations strengths to help provide value to the hundreds of new and existing clients. Brian leads the communication initiatives of the organization, managing marketing, social media, as well as company messaging and positioning.
Experienced in corporate development, Brian has represented numerous CEO's and Executive Directors carrying out sales, communications and community programs with their clients. Past organizations include The San Diego Regional Chamber of Commerce, The San Diego International Film Festival, National University of La Jolla, CA and The Classical Academy Charter School in Escondido, CA.
Brian is the founder of the Great Chesapeake Bay Swim and the Cynthia Earley Scholarship, both charitable organizations. He serves as the vice chair of the La Jolla Traffic and Transportation Board. A native of Annapolis, MD. he was elected to the Towson University Athletic Hall of Fame in 1999 and graduated from Chapman University, Orange, CA with a Bachelor of Science degree in Business Administration.
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.
Brian Daley, better known as “Daley” comes to our firm with a solid background in finance, payroll and sales. His professional career was first centered in customer service for ADP and expanded to sales and management within the organization. Prior to joining our firm, Daley spent several years at Chase Bank as their business analyst in the mortgage banking/loan modifications division.
In his current role as Paraprofessional, Daley is the center of client support and documentation and overseeing the firm’s CRM software. His day to day assistance in the operations of the company is vital to the client’s overall experience within the firm. Recently, he has been involved the company’s growing business management services.
Daley was born in Rochester, NY where he developed of a love of soccer and dogs. He is also a certified Yoga instructor which comes in handy after a long tax season serving our clients. He is a graduate of Rochester Institute of Technology where he obtained a degree in finance with a concentration in communications. Now that he lives in SoCal, Daley loves his commute on his awesome Harley Electra Glide motorcycle to work or wherever he goes around town.