Your Front-Line Defense for a Stronger Bottom Line!

About Us

Since 2001, we have provided exceptional, personalized accounting services for businesses and individuals. Founded by Gregory Shafer, CPA, our firm has grown from a sole proprietorship to a thriving tax and accounting practice. Our clients always receive exceptional service and resources from seasoned professionals who understand the tax system and always changing accounting and tax laws.

A Team With Over 100 Years of Combined Accounting Experience

We take a team and group approach with every client, which benefits clients of all sizes. More minds means more solutions, and this method encourages collaboration between team members. It puts their combined knowledge and experience to work for you and your business. Our services let us focus on your finances, so you can focus on running your business.

Meet Our Management Team

Gregory Shafer, CPA

Tax & Business Advisor Consultant

Vidhya Krishnamoorthy, CPA

Tax Director

Katie Fenton, EA

Tax Director

Jay Zeng, CPA

Senior Tax Manager

Cody Luke, CPA

Senior Tax Manager

Laura McKee, CPA

Tax Manager

Lisa Korgel

Business Accounting Manager

Nancy Brodhagen

Business Accounting Manager

Angelica DeJesus-Lopez, EA, MBA

Senior Tax Accountant

Brittany Sekavec, EA, MBA

Senior Tax Accountant

Staff Directory

Audrey Wiener, Tax Accountant
Ext 1029
Awiener@carsongrouptax.com

Celine Nehme, Business Accountant
Ext. 1011
cnehme@carsongrouptax.com

Cynthia Bouery, Senior Business Accountant
Ext. 1005
cbouery@carsongrouptax.com

Emma Lawrenz, Senior Office Coordinator
Ext. 1022
elawrenz@carsongrouptax.com

Jessica Sandoval, CPA, Controller
Ext. 1016
jsandoval@carsongrouptax.com

Jodie Moorehead, Office Coordinator
Ext 1008
jmoorehead@carsongrouptax.com

Jordan Joseph, Business Accountant
Ext. 1008
Jjoseph@carsongrouptax.com

Juddi Morris, Tax Accountant
Ext 1004
Jmorris@carsongrouptax.com

Maureen Hill, Business Accountant
Ext. 1032
mhill@carsongrouptax.com

Meagan Godec​, Office Coordinator
Ext. 1001
mgodec@carsongrouptax.com

Melissa Forney, Senior Business Accountant
Ext. 1043
mforney@carsongrouptax.com

Misty Baker, Senior Business Accountant
Ext. 1021
mbaker@carsongrouptax.com

Ngoc Lu, Tax Accountant
Ext. 1007
nlu@carsongrouptax.com

Scott Walker, Senior Tax Accountant
Ext. 1006
swalker@carsongrouptax.com

Sydney Cole, Accounting Consultant
Ext. 1034
Scole@carsongrouptax.com

Tristan Morris, Business Accountant
Ext. 1017
tmorris@carsongrouptax.com