Meet The Team

Partners

Education & Licenses:
- Long Beach City College, Associates Degree in Science, Chemistry, 1968.
- University of Colorado, Bachelor of Science, Accounting, 1972.

Steve Taylor, CPA

Semi-retired Founder | 1988

Education & Licenses:
- University of Nebraska. CPA.

Ken Roth, CPA

Managing Partner/Denver | 1997

Education & Licenses:
- Valdosta State University, Bachelors in Finance & Bachelors in Accounting.

David Rumsey

Denver/Georgia | 2006

Education & Licenses:
- The University of Texas at Austin, Master of Science in Social Work, 1995.
- The University of New Mexico, Master of Accounting, Anderson School of Business, 2007. CPA.

Shannon Gilliland, CPA

Albuquerque | 2013

Albuquerque - Audit & Tax

Education & Licenses:
- Minnesota State University Mankato, Bachelor of Science degree with majors in Accounting, Finance, and Business Administration

Janis

CPA | Senior Auditor & Tax Preparer | 2008

Education & Licenses:
- University of New Mexico, Master of Accounting (MACCT), 2020.
- Midwestern State University, Master of Business Administration (MBA) in Energy Management, 2017.

Monika

Senior Auditor & Tax Preparer | 2019

Education & Licenses:
- University of New Mexico, Master of Accounting
- Information Assurance, Anderson School of Management, 2021. CPA.

Aryn

CPA | Staff Auditor & Tax Preparer | 2023

Education & Licenses: University of Utah Class of 2026 - Pursuing degrees in Finance and Accounting

Michael

Audit Intern & Tax Preparer | 2024

Denver - Audit

Education & Licenses:
- Washington State University, Bachelor of Arts in Business Administration, 1985.
- The Ohio State University, Master of Business Administration, 1987. CPA.

Warren

CPA | Senior Manager | 2003

Education & Licenses:
- University of Northern Colorado Bachelor of Science with emphasis in accounting. CPA.

Patti

CPA | Senior Auditor | 2009

Education & Licenses:
- University of Northern Colorado, BSBA with Emphasis in Accounting and Minor in Spanish. CPA.

Jess

CPA | Single Audit Manager | 2011

Education & Licenses:
- University of North Dakota, 1989, Bachelor of Accountancy.
- Denver University, 1990, Master of Accountancy. CPA.

Dale

CPA | Technical Manager | 2017

Education & Licenses:
- Metropolitan State College of Denver, Bachelors of Science.
- Colorado State University Global Campus: Bachelors of Accounting.

Dwaro "D"

Senior Auditor | 2020

Education & Licenses:
- Regis University MNM, Masters of Non Profit Management.
- BS, Political Economy & Values-Centered Management.

Ian

Senior Auditor | 2022

Education & Licenses:
- Valdosta State University, Bachelors in Finance & Bachelors in Accounting.

Jodi

Staff Auditor | 2022

Education & Licenses:
- BA History, Colorado State University.

Douglas

Staff Auditor | 2023

Education & Licenses:
- Northern Arizona University. CPA.

Sarah

CPA | Staff Auditor | 2023

Education & Licenses:
- Bachelors Degree of Science in Accounting, Grand Canyon University, 2024.

Caleb

Staff Auditor | 2024

Denver - Tax

Education & Licenses:
- University of Colorado at Boulder, BA in Psychology, magna cum laude, 1991.

Becky

Tax Specialist | 2013

Teigan

Tax Preparer | 2021

David

Tax Preparer | 2023

Administrative

Savannah

Administrative Manager | 2022

Elise

Client Services Coordinator | 2022

Education & Licenses:
- BBA in Accounting. BSN in Nursing.

Carissa

Client Services Coordinator | 2025

Support Staff

Dan

Accounting

Judy

Admin assistant in charge of the Founding Partner