Don is the Managing Shareholder of the Firm in charge of all Accounting, Tax, and Auditing engagements. Don has been with the Firm since 1984 and has extensive experience in all facets of public accounting, including tax preparation and consultation, small business accounting, contract auditing, and not-for-profit auditing. He is responsible for the Firm’s system of quality control and training of all accounting staff.
Andrew is the founding member of the Firm and is currently retired as an owner, but remains active in the Firm working with several of our long-standing clients.
Chi is the Shareholder of our Business Accounting and Tax Division. He works with numerous small businesses in preparing financial statements, tax returns, and QuickBooks consulting. Chi has over 15 years of experience with the Firm and is very knowledgeable with federal and local taxation issues, accounting principles, as well as accounting system setup and training.
Larry manages our Audit division and has over 20 years of accounting and auditing experience in both private and public accounting industries. His primary focus with the Firm is in the area of our nonprofit and governmental auditing for our Clientele, including OMB Circular A-133 auditing for those clients who receive federal funding.
Ryan is a Shareholder at the firm in the Business Accounting and Tax Division, working with a variety of businesses to prepare federal tax returns, financial statements, payroll tax returns, state and local business tax returns, support sales tax audits, and QuickBooks consulting. Ryan has been with the Firm since 2006.
Terry Luke, CPA, is a long-time employee of the Firm who continues to work part-time in our Auditing Department during our busy season and when our governmental auditing clients retain us for large auditing projects. Terry has over 20 years of auditing and accounting experience.
Noreen works on complex tax and accounting engagements for the firm and has over 15 years of public accounting experience working with companies and individuals on tax matters and consultation.
Steven is a Senior Accountant with the Firm. He has over 12 years of experience in both tax preparation and audit. His primary focus has been with high wealth individuals and small businesses, IRS tax resolution, and real estate.
Maple works in the tax and accounting division at Branch, Richards & Co., P.S. She has a wide variety of accounting knowledge with Quickbooks, payroll, financial statements, etc.
Fiona is a Staff Auditor with the firm and works primarily on audits of our nonprofit Clientele. She also performs fieldwork on federally funded OMB Circular A-133 audits and various large governmental auditing engagements.
Office Manager, Bookkeeping & Payroll Specialist
Bridget is a para-professional with the Firm, performing a variety of bookkeeping and local tax returns for many of our small business clients. Bridget is knowledgeable in QuickBooks and is very helpful to our accounting clients who do not necessarily need the services of one of our degreed accountants or CPAs.