Meet The Keystone Team
At Keystone CPAs, we offer a comprehensive range of tax services tailored to meet your unique needs. Whether you’re managing personal taxes, business obligations, or long-term planning, our expert team is here to provide trusted guidance. Stay organized with our calendar of key tax deadlines and find answers to your most common questions.
Principals
Michael D. Bosma
Managing Principal | CPA
Michael D. Bosma
Managing Principal | CPA
K. Casey Adams
Principal | CPA
K. Casey Adams
Principal | CPA
Bob Marsh
Principal| CPA
Bob Marsh
Principal| CPA
Executive Staff
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
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
Tax Managers
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)
Melissa Stone
Tax Manager I
Melissa Stone
Tax Manager I
Ameer Awad
Tax Manager I
Ameer Awad
Tax Manager I
Tax Accountants
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
Spencer Poole
Tax Accountant I
Spencer Poole
Tax Accountant I
Jessica Martinez
Tax Accountant I
Jessica Martinez
Tax Accountant I
Hudson Plouffe
Tax Accountant I
Hudson Plouffe
Tax Accountant I
Project Managers
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
Christy Moore
Project & Client Accounting Manager
Christy Moore
Project & Client Accounting Manager
Keystone Wealth Advisors LLC
Brian Wheeler
Director of Wealth Management & Business Brokerage
Brian Wheeler
Director of Wealth Management & Business Brokerage
thank you
for your interest
Please submit general inquiries by completing this form.