The Keystone Mission
At Keystone CPA, we serve as a beacon of leadership and vision, dedicated to pioneering innovative solutions and driving positive change. Rooted in our commitment to excellence, we deliver unparalleled service to our clients, guided by unwavering principles of professionalism, responsiveness, and quality.
Welcome to Keystone CPAs LLC, where our professional team is dedicated to providing quality, personalized financial guidance to local individuals and businesses. With a range of expertise that encompasses basic tax management, accounting services, financial statements, and financial planning, we are committed to assisting our clients in achieving their financial goals.
Michael D. Bosma
Managing Principal | CPA
Michael D. Bosma
Managing Principal | CPA
K. Casey Adams
Principal | CPA
K. Casey Adams
Principal | CPA
Rebekah Sanchez
Tax Accountant II
Rebekah Sanchez
Tax Accountant II
Stephanie Fitzgerald
Tax Accountant II
Stephanie Fitzgerald
Tax Accountant II
Ting Gao
Tax Senior Accountant I
Ting Gao
Tax Senior Accountant I
Ryan Huber
Tax Senior Accountant I
Ryan Huber
Tax Senior Accountant I
Luke Williams
Tax Senior Accountant I
Luke Williams
Tax Senior Accountant I
Jordan Collins
Tax Senior Accountant I
Jordan Collins
Tax Senior Accountant I
Hui Zhu
Tax Senior Accountant I
Hui Zhu
Tax Senior Accountant I
Lawrence Balanovsky
Manager – Tax Services Group
Lawrence Balanovsky
Manager – Tax Services Group
Marissa Carlisle
Tax Manager I (CPA,CEP)
Marissa Carlisle
Tax Manager I (CPA,CEP)
Spencer Poole
Tax Accountant I
Spencer Poole
Tax Accountant I
Jessica Martinez
Tax Accountant I
Jessica Martinez
Tax Accountant I
Shannon VanTress
Project Manager & Operations Director
Shannon VanTress
Project Manager & Operations Director
Crystal Grayot
Project Manager - TSG
Crystal Grayot
Project Manager - TSG
James Greiner
Project Manager
James Greiner
Project Manager
Hudson Plouffe
Tax Accountant I
Hudson Plouffe
Tax Accountant I
Linda Chamah
Client Chief Financial Officer
Linda Chamah
Client Chief Financial Officer
Colleen Morrison
Chief People Officer
Colleen Morrison
Chief People Officer
Cody Heimerdinger
Director - TSG | CPA
Cody Heimerdinger
Director - TSG | CPA
Chidinma Thompson
Client Senior Accountant
Chidinma Thompson
Client Senior Accountant
Melissa Stone
Tax Manager I
Melissa Stone
Tax Manager I
Ameer Awad
Tax Manager I
Ameer Awad
Tax Manager I
Renee Taylor
Client Senior Accountant
Renee Taylor
Client Senior Accountant
Kirsta Adams
Client Accounting Manager
Kirsta Adams
Client Accounting Manager
Ben Lutin
IT Manager
Ben Lutin
IT Manager
Christy Moore
Project & Client Accounting Manager
Christy Moore
Project & Client Accounting Manager
Brian Wheeler
Director of Wealth Management & Business Brokerage
Brian Wheeler
Director of Wealth Management & Business Brokerage
Bob Marsh
Principal| CPA
Bob Marsh
Principal| CPA
about
At Keystone CPAs LLC, we specialize in providing tailored financial guidance to individuals and businesses in our local community. Our services span from essential tax management and accounting to more comprehensive offerings like financial statements and future-focused financial planning. Through the collective expertise, experience, and collaborative approach of our team, we ensure that each client receives the meticulous analysis and attention they require. Our commitment to upholding high standards, employing skilled tax professionals, and maintaining a strong work ethic has nurtured enduring relationships with our clients, who trust us year after year for their financial needs.
About Keystone CPAS
At Keystone CPAs LLC, we specialize in providing tailored financial guidance to individuals and businesses in our local community. Our services span from essential tax management and accounting to more comprehensive offerings like financial statements and future-focused financial planning. Through the collective expertise, experience, and collaborative approach of our team, we ensure that each client receives the meticulous analysis and attention they require. Our commitment to upholding high standards, employing skilled tax professionals, and maintaining a strong work ethic has nurtured enduring relationships with our clients, who trust us year after year for their financial needs.
Holistic Wealth Management:
At Keystone CPAs, we offer comprehensive wealth management that goes beyond traditional financial planning, addressing all aspects that influence your financial well-being.
Specialized Tax Planning:
Our expertise in tax planning is unmatched, ensuring that you maximize your returns while staying compliant with evolving tax laws and regulations.
Personalized Financial Guidance:
We provide individualized financial guidance that is tailored to your unique needs and goals, ensuring that you receive the attention and support you deserve.
Proactive Business Solutions:
Our professional services encompass proactive business strategies, market research, and sales increase initiatives to drive your business growth and success.
providing exceptional
Where Your Goals Meet Our Expertise
At Keystone CPAs, we are committed to providing exceptional services to our clients. We value your feedback and encourage you to share your experience through reviews. Our mission is to support clients in maintaining their current financial stability while taking a proactive approach to achieve their future goals. This involves fostering open communication and gaining a deep understanding of our clients’ needs through thorough research and sound analysis.
Keystone CPAs LLC upholds high standards of excellence and professionalism in meeting our clients’ goals. With a professional staff that has been an integral part of the local business community for many years, we take pride in the esteem we have earned. Our strong work ethic has garnered respect from the business and financial community in our vicinity, reflecting our talent and responsiveness to our client base.
Providing exceptional service to our clients.
At Keystone CPAs, we are committed to providing exceptional services to our clients. We value your feedback and encourage you to share your experience through reviews. Our mission is to support clients in maintaining their current financial stability while taking a proactive approach to achieve their future goals. This involves fostering open communication and gaining a deep understanding of our clients’ needs through thorough research and sound analysis.
Keystone CPAs LLC upholds high standards of excellence and professionalism in meeting our clients’ goals. With a professional staff that has been an integral part of the local business community for many years, we take pride in the esteem we have earned. Our strong work ethic has garnered respect from the business and financial community in our vicinity, reflecting our talent and responsiveness to our client base.
