Eileen Sheridan is a skilled generalist who has worked extensively with individuals and businesses on a variety of complex taxation matters. Eileen focuses her practice on estate, trust and charitable planning. She is the founding member of the firm’s estate planning group, which is dedicated to assisting clients with both basic and sophisticated estate tax planning needs. Learn more about Eileen.
Bridget Foreman joined BPW in 2003. Her specialties include closely-held businesses and individual taxation for high net worth individuals. A significant part of Bridget’s business expertise focuses on partnership taxation and entity structure. She is accomplished in evaluating complex financial transactions, including mergers and acquisitions and institutional financing. Learn more about Bridget.
Danna McGrew has experience in all aspects of financial reporting including attest engagements, accounting consulting, internal control evaluations, litigation support and pension plan audits. Danna specializes in Special District audits and was named “Accountant of the Year” by the California Special District Association (CSDA). Learn more about Danna.
Ellyn Cole’s focus lies in tax planning and compliance, with a specialty in foreign tax issues. She is also a member of the firm’s estate planning group, which is dedicated to assisting clients with all their estate planning needs. Ellyn graduated from the University of Southern California, where she received her Bachelor of Science in Accounting and a Master’s degree in Business Taxation. Learn more about Ellyn.
Jacob focuses his expertise on complex tax planning for corporations and their shareholders. He works closely with privately-held corporations and their management team on stock transactions, ownership distributions and compensation, as well as GAAP to tax accounting and accounting for taxes on financial statements. He holds a Master’s degree in Taxation from Golden Gate University. Learn more about Jacob.
John Britton is the partner in charge of BPW’s Audit and Accounting Department. He works with a highly diverse client mix, including both private for-profit and not-for-profit organizations, with an emphasis in the health care industry. John enjoys working with clients at their places of business and finds the people side of audit work most rewarding. Learn more about John.
Bob Maloy has a depth of technical expertise in the dynamic field of tax management. Throughout the years, Bob has developed a reputation for providing superb tax advice, as well as general business planning. With his demonstrated business acumen, many of his clients have come to view him as an extension of their management team. Learn more about Bob.
Michael is a senior manager in the firm’s consulting practice and primarily focuses on ERP and CRM solutions. He was one of the first “Certified Masters” on the Microsoft Dynamics GP product line. Michael is a CPA and a Microsoft MCP with certifications in SQL Server Administration, Microsoft Office SharePoint Services Administration, plus a host of Dynamics GP solutions. Learn more about Michael.
Ross Appenzeller is a senior manager for the firm’s consulting team and a Certified Professional on the Microsoft Business solutions product line. His heightened technical skills and extensive knowledge of the Microsoft software platform are invaluable resources to clients. Ross received a Master’s in Business Administration from American Intercontinental University. Learn more about Ross.
As a senior audit manager, Tracey Solomon is active in planning and supervising audit and accounting engagements. Tracey has worked with a diverse portfolio of clients, including, governmental entities, for-profit and not-for-profit organizations. Her specialties include special district audits, employee benefit plan audits and accounting consulting. Learn more about Tracey.
Jason joined BPW in 2017 and is a manager in the firm’s audit department. Coming to the firm with a diverse level of expertise, he oversees a variety of audit and accounting engagements, including technology companies, nonprofits and special districts. Additionally, he works with the firm’s client accounting services department for CFO consulting projects. Learn more about Jason.
Kathleen is a manager in BPW’s tax department and has extensive experience, both as an accountant and a tax attorney. Specializing in tax controversy, she has successfully resolved taxpayers’ disputes with multiple state and federal agencies. Additionally, she is experienced in tax planning and compliance matters for individuals as well as businesses. Learn more about Kathleen.
Laura Copple joined BPW in 2001 upon graduating from the University of California, Santa Barbara. As a manager for the firm’s audit department, Laura is extensively involved in planning, executing and overseeing audit and attest engagements. She is also experienced in conducting accounting consulting engagements, internal control evaluations and litigation support engagements. Learn more about Laura.
Lisa is a manager in the firm’s audit department; she is experienced in planning, supervising and executing audit and accounting engagements. Lisa received her Bachelor of Arts in Economics and Accounting from the University of California, Santa Barbara, where she continues to teach CPA review courses through UCSB’s Professional and Continuing Education program. Learn more about Lisa.
Rossell joined BPW in 2017 and is a manager in the firm’s client accounting services department. She has been providing accounting services for over 20 years to a wide range of businesses. As a manager in the firm’s client accounting services department, Rossell oversees the client accounting services team and manages client relationships and engagements. Learn more about Rossell.
Stacey is a manager in BPW’s audit department and is well-versed in overseeing audit and accounting engagements, managing client relationships and supervising field work alongside the audit team. Stacey received both her Bachelor of Science and Master of Science in Accounting from Louisiana State University. Learn more about Stacey.
Steve Korosy is a manager with BPW’s consulting team, offering extensive experience in business analysis and software application sales and implementation. He focuses primarily on ERP/CRM software sales, CRM implementation methodologies and best practices. His experience includes system installation, technical support, business and operations reviews, and database administration. Learn more about Steve.
Teresa Mullins joined BPW in 1995. She is a manager in the tax department specializing in estate planning, trusts and gifting. As a Certified Public Accountant, Teresa is experienced in sophisticated tax planning and compliance matters for individuals. As a member of the firm’s estate planning group, she is dedicated to assisting clients with both basic and complex estate tax planning needs. Learn more about Teresa.