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Meet The Team

Partners

Steve Taylor, CPA

Semi-retired Founder | 1988

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

Ken Roth, CPA

Managing Partner/Denver | 1997

Education & Licenses: University of Nebraska, CPA

Shannon Gilliland, CPA

Albuquerque | 2013

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 - Certified Public Accountant

David Rumsey

Denver/Georgia | 2006

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

Albuquerque - Audit & Tax

Janis

CPA | Senior Auditor | 2008

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

Monika

Senior Auditor | 2019

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

Aryn

CPA | Staff Auditor | 2023

Michael

Audit Intern | 2024

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

Denver - Audit

Diane

CPA | Semi-Retired Audit Manager 

Education & Licenses: University of Colorado, Boulder. BS Business, CPA

Warren

CPA | Senior Manager | 2003

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

Patti

CPA | Senior Auditor | 2009

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

Jess

CPA | Single Audit Manager | 2011

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

Dale

CPA | Senior Auditor | 2017

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

Dwaro "D"

Senior Auditor | 2020

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

Ian

Staff Auditor | 2022

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

Jodi

Staff Auditor | 2022

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

Douglas

Staff Auditor | 2023

Education & Licenses: BA History, Colorado State University

Albert

Staff Auditor | 2023

Education & Licenses: Currently a grad student at Metro

Sarah

CPA | Staff Auditor | 2023

Founding Started business in 1988

Denver - Tax

Becky

990 Specialist | 2013

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

Teigan

Form 990 Preparer | 2021

David

Form 990 Preparer | 2023

Administrative

Savannah

Administrative Manager | 2022

Caleb

Client Services Coordinator | 2024

Support Staff

Dan

Firm Accountant

Judy

Admin assistant in charge of the Founding Partner

Matt

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