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: 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

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

David Rumsey

Denver/Georgia | 2006

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, Valdosta GA. Bachelors in Finance, Bachelors in Accounting.

Jodi

Staff Auditor | 2022

Education & Licenses:
BA History, Colorado State University.

Douglas

Staff Auditor | 2023

Education & Licenses: Grad student at Metro State University.

Albert

Staff Auditor | 2023

Education & Licenses: Northern Arizona University. CPA.

Sarah

CPA | Staff Auditor | 2023

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

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

Caleb

Client Services Coordinator | 2024

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