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The Partners
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| Noelle Allen, CPA |
Noelle Allen, CPA
is a nationally recognized tax professional with 35 plus years experience working in the industry. She is currently a member
of the California CPA Society, trustee of the CalCPA Education Foundation board, as well as a member and past chairperson
of the California CPA Society State Tax Committee.
In addition to her practice, Noelle has been a professional lecturer for
the past 25 years. She has published articles on current tax topics for The Tax Adviser and other periodicals as well as a
humorous book entitled "Confessions of a Tax Accountant".
Noelle lives in Reno, NV with her husband John. In her spare time she is a docent for the Reno
Museum of Modern Art and loves to play golf. She has a Bachelor's degree from University of California, Berkeley.
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| Mark Allen, CFP®, EA, MSFP |
Mark Allen,CFP®, EA is The "go-to professional" specializing in tax and
insurance services for small business owners and individuals. Along with his Master’s degree in Financial Planning,
Mark is enrolled to practice before the IRS as an Enrolled Agent, a Certified Financial Planner™ professional, California
Life & Health Insurance licensed (#0G29808) with a specialty in long-term care. Mark integrates all disciplines
into a holistic, client-centered approach towards maximizing your after-tax income and protection of your assets.
Currently,
Mark speaks for the California CPA Education Foundation and serves as treasurer of his son's Cub Scout Pack (Pack 465). In
the past he has served as a director and treasurer of the Cameron Park - Shingle Springs Chamber of Commerce. He
resides with his wife and children in El Dorado Hills where he enjoys gardening, mountain biking, swimming, skiing, kayaking, and
many other outdoor activities. Mark offers additional financial services through his relationship with the Pleasanton
& Folsom based Wealth Management Associates, Inc. (www.wealth-mgt.net) offices.
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| Proud Members |
Our Staff
May Barisone, Office Manager - May comes to us with over 15 years
of office management in the dental industry. While May is a native San Franciscan, she is considered a local in El Dorado
County for her time living here and her contribution to the local community. At one point she was the honorary Mayor of El
Dorado Hills. She has a tremendous wealth of knowledge about our local area.
Callie Neville, EA, Staff Accountant - Callie has over
25 years of professional tax experience, including fourteen years with one of the Big Four firms. Through the years,
she gained considerable experience, including federal and multi-state issues for individuals, fiduciaries, estates, and businesses,
as well as non-profits. She thrives on helping you to better understand your tax requirements while making the process
as easy and painless as possible for you.
Tim McGinnis,
EA - Tim is the founder and CEO of Ethos Wealth Management. Tim has been in the financial industry in some capacity
since 1997. Tim works with clients in the areas of Financial Planning, Investment & Retirement Planning, Tax Preparation
and Advice and Business Advisory. He loves building personal relationships and working with his clients to
make financial decisions that match their values. Steve Lovett, Jr.
Accountant - Steve is an accounting student at Sacramento State University and is getting started in the tax accounting
field. He plans to take the CPA exam after graduation and is currently working to learn more about preparing tax returns
and tax planning.
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