Lance M. Aligo, CPA, MSA
Ambitious + Adventurous
When I work on a client’s account, I take on the job like it’s my own. Whether we’re tax planning to maximize cash flow, consulting with a client, or preparing a tax return, I put myself in the client’s shoes. I make sure they get the best advice, no matter the situation. We’ve got your back.
Focused + Tenacious
I am an “accomplisher” by nature and push through until I’ve achieved what I set out to do. Quality customer service is a priority to me and I always strive to represent myself and our firm well. My mind is always open and eager to learn, whether it be something new or something old that just needs a revision. This mindset always helps me to continually grow in life, personally and professionally.
Responsible + Honest
I reconcile monthly bank accounts. I also process payroll, A/P, A/R, 401k payments and monthly billings.
Adriane Nicole Montemayor
Detailed + Diligent
I assist senior level staff and management with audit, accounting, and tax related tasks. I’m the go-to person for any payroll tax related work. I also assist in preparing financial statements. My job is to assist my coworkers in providing top-notch service and following through for our clients.
Kathryn Patterson, CPA
Responsive + Caring
I handle a diverse group of clients who have varying needs. I oversee bookkeeping for some, for others as controller. I’m also the go-between for a hedge fund group and their auditors. This includes preparing their financial statements and tax returns.
Understanding + Proactive
I do my best to understand and assist each client based on their individual needs. I value both the personal and client relationships that I’ve had the opportunity to develop. I give each client the attention and respect they deserve, always making it a point to get to know both the business operations and the people who work so hard to make it all happen. These relationships and team work approach help create success for our clients.
Kimberly Wilkinson, CPA
Determined + Personable
I provide clients a detailed and caring person to handle their accounting, taxation and planning needs. My goal is to make the tax laws easier for clients to understand and look for opportunities to help them achieve their goals. I also have the privilege of helping to train our staff, which creates a great team of resources for our clients.