Steven Alderman
Steven Alderman

Steven Alderman, EA
Managing Principal and Co-Founder

Over 40 years’ experience as Senior Financial Executive, Solution Focused Accounting and Tax Compliance Professional

  • Acquired practice from retiring CPA & Enrolled Agent
  • Recognized for ability to quickly establish rapport with clients
  • Consultative approach to new business startups
  • Provides clients clarity with business plans and access to capital for acquisition and growth

San Diego State University, BSAAS
University of California Los Angeles, Extension Division
Enrolled Agency 00134034 PTIN 00544300
Authorized to Practice before the US Treasury
National Association of Enrolled Agents
California Society of Enrolled Agents

Cary L. Port
Cary L. Port

Cary L. Port, Principal

Brings over 40 years’ experience as a legal assistant and office administrator. Her focus is primarily business development and tax season administration. She brings confidence, enthusiasm and core competency to our team.





Gina Smatana

Gina Smatana

          Gina Smatana

Over 25 years of broad accounting experience in both public and private accounting. Gina earned her bachelor’s degree in her home state of New York from SUNY Oneonta and her Certified Public Accountant license in 2002 while a resident of New Mexico. She is currently in the process of application for reciprocity in California. Gina is a member of the American Institute of CPA’s. Gina resides in Healdsburg, California and takes great pleasure in studio art, is an avid reader and loves to travel. Her greatest enjoyment however, comes from her family and son Dennis.