"Making a Lasting Contribution To Our Clients, To Our Community and To Our Profession"
Robert "Bobby" Walter, Staff Accountant
Jennifer Lucas, Staff AccountantJennifer joined our team in 2013. She received her Bachelor of Science Degree from California State University, Sacramento. She is currently studying to take the CPA exams and getting her experience working with us on our non-profit and special district audits. EMAIL JENNIFER
Brandy Bucher, Office ManagerBrandy joined our team in 2006. She is in charge of quality control, accounts payable and receivable, human resources and keeping the work flowing smoothly through the office. She is invaluable to keeping the appointments organized for our staff and controlling the mailing for our audit and tax practices. She is the happy voice you will usually hear when you call our office. EMAIL BRANDY
Rosa Castillo, Administrative AssistantRosa joined our team as an ROP student from Lincoln High School in her junior year in 2008 and has been with us ever since. She adds a brilliant lighthearted energy to the front office and has a smile for everyone. She is fluent in Spanish and is currently going to college at Yuba College. We have enjoyed watching her grow from a sweet teenager to a beautiful competent young lady. EMAIL ROSA
Michael Storz, Seasonal Tax Preparer
Michael joined our team during the 2011 tax season this year. He has added depth to our tax preparation staff and has been a wonderful asset to our team. Michael, is a licensed private fiduciary in his regular professional life, but assists us when he has available time. He is a member of the Kiwanis Club of Lincoln, where he has served as Lt.. Gov., a past President, and Secretary. He is also a member of the South Placer Estate Planning Council and is currently serving as the membership chair. On top of this, Michael is the President of the nonprofit organization, Seniors First in Auburn. If you would like to learn more about Michael and the services he can provide separate from Jensen Smith you can check him out at www.storzfiduciaryservices.com. EMAIL MICHAEL