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Professional Staff

Carol Bailiff, CPA
Senior Tax Manager
Email Carol
303-449-3060 ext. 143
Direct 303-951-6012
Fax 303-951-6013

Carol has worked for Mark Carson since 2002 and is a CPA licensed in Colorado. She holds a BS degree from Metro State University of Denver. Carol has experience working with businesses of all kinds, including limited liability companies, partnerships, S corporations, C corporations, and trusts. She can assist clients with multi-state taxation and has knowledge of QuickBooks, payroll and sales tax. Carol also handles individual tax and tax planning, entrepreneurial and small business advisory services, as well as IRS issues, in order to help clients succeed. Carol loves spending time outdoors, and volunteering with her dog for pet therapy at a local hospital.



Michael Burgess, CPA
Tax Manager

Email Mike
303-449-3060 ext. 142
Direct 303-951-6046
Fax 303-951-6047

Mike graduated from Georgia State University with a BS in Accounting. He worked with firms in Atlanta and then in the San Francisco Bay Area before moving to Colorado in 2013. Mike has over 25 years of experience in public accounting with a focus on tax work for individuals and small businesses, and he is a licensed CPA in Colorado and California. He came to the firm in late 2015 and when he’s not working, Mike enjoys the best of Colorado by skiing, running, hiking and camping.


Ophelia Chu, MBA, CPA
Senior Tax Manager
Email Ophelia
303-449-3060 ext. 111
Direct 303-951-6022
Fax 303-951-6023

Ophelia has more than 12 years of public accounting and tax experience. Her expertise includes business and individual tax, tax compliance and planning, and business consulting. She joined the firm in 2005 and holds a Bachelor of Business in Accounting from Fengchia University in Taiwan, and an MBA from the University of Scranton. Ophelia belongs to the COCPA and AICPA. She lives in Longmont with her husband and enjoys hiking, gardening, and reading in her spare time.



John David, CPA
Staff Accountant

Email John
303-449-3060 ext. 118
Direct 303-951-6040
Fax 303-951-6041

John graduated from the University of New Orleans with a BA in Geography, but went back to school for accounting and business courses and passed the CPA exam in 1987. He worked at several firms in Louisiana, including The Rigby Group in New Orleans, before deciding to escape the mosquitos and hurricanes by moving to Colorado in 2012 (got here as fast as he could). He joined the firm in 2015, bringing 25 years of tax experience preparing individual, business, fiduciary and tax-exempt organization returns. In his spare time John enjoys hiking, traveling, and reading (especially maps!).



Deana M. Geisler, CPA
Senior Tax Manager
Email Deana
303-449-3060 ext. 114
Direct 303-951-6028
Fax 303-951-6029

Deana completed her BS in Accountancy at Metropolitan State University in Denver in 1993. After gaining experience in corporate accounting in the real estate and retail industries, Deana moved into public accounting in 1997. She has been certified since 1999 in Nevada and since 2000 in Colorado and has gained a diverse base of knowledge in providing preparation, planning and review of corporate, partnership, fiduciary, non-profit, estate and individuals tax returns. She also specializes in IRS representation and correspondence and has extensive experience in attestation services including supervising, planning and review of financial statement audits, reviews and compilations for business and not-for profit organizations. Deana enjoys camping, reading, travel and football.



Emily H. Hooten
Senior Tax Manager
Email Emily
303-449-3060 ext. 130
Direct 303-951-6030
Fax 303-951-6031

Emily is a native of Alabama and graduated from the University of Alabama with a BS in Mathematics. After travelling across this country and overseas for 20 years as a military spouse, she took additional courses and passed the CPA exam. She has been in Colorado since 1998 and loves living here. Emily's practice encompasses a wide variety of clients, including estates, trusts, individuals and entities involved in real estate, construction, investments, design, consulting, training and many other endeavors. In her spare time, she enjoys movies, counted cross stitch, reading and vacationing in Florida.



Sharon Lambott
Senior Staff Accountant
Email Sharon
303-449-3060 ext. 127
Direct 303-951-6024
Fax 303-951-6025

Sharon was born and raised in Boulder and graduated from Denver’s Metropolitan State College in 1990 with a BS in accounting. While in college she began working for a local CPA firm and stayed with that firm for 20 years, specializing in small business accounting and preparation of individual and business tax returns. Sharon lived in the mountains above Boulder where she enjoyed hiking before moving to the Florida Keys to live on a sailboat. Missing the mountains, she traded in her water gear for hiking boots and returned to Colorado where she joined Boulder CPA Group in 2017. Sharon currently lives in Broomfield with her three amazing children.



Mary Jo Larsen, CPA
Tax Manager
Email Mary Jo
303-449-3060 ext. 128
Direct 303-951-6014
Fax 303-951-6015

 

Mary Jo grew up in Montana and has a business accounting degree from Montana State University. She has extensive experience in tax planning and compliance for complex partnerships, corporations, individuals and nonprofits. She has specialized in bankruptcy tax returns as well as estates and trusts. Mary Jo enjoys working with clients to find tax savings possibilities that will work with their particular situation.


   

Vonda K. Modlin, CPA
Senior Tax Manager
Email Vonda
303-449-3060 ext. 141
Direct 303-951-6038
Fax 303-951-6039

Vonda has a BS degree in Accounting from Colorado State University and obtained her Colorado CPA license in 1996. Before coming to work for Mark, she worked for the State of Colorado Health & Human Services as an auditor for several years, another local CPA firm, and various other jobs as an accountant. She came to Mark's office in December of 2000. During her free time, Vonda enjoys crafting and traveling. She is a Colorado native and calls Longmont home.



Iris Newsome, MBA, CPA
Tax Manager

Email Iris
303-449-3060 ext. 104
Direct 303-951-6018
Fax 303-951-6019

Iris has more than 20 years of experience in investments, public accounting and tax. Prior to pursuing her graduate degree, she worked on Wall Street for several years. Iris earned her MBA from the University of Southern California and then worked as an auditor for Arthur Andersen. As her family moved over the years she worked for small boutique CPA firms, enjoying the diverse client base. Before joining the firm in early 2016, she worked for a Denver-based firm preparing and reviewing corporate, partnership, fiduciary and individual tax returns. She specialized in working with clients with many business interests, including real estate, investments, consulting, designing and start-ups. In her spare time, Iris plays tennis, cycles, sews and loves to travel.



Blake Norton
Staff Accountant
Email Blake
303-449-3060 ext. 103
Direct 303-951-6034
Fax 303-951-6035

Blake was born and raised in Akron, Ohio, and received his BS in Accounting and Masters in Taxation from the University of Akron. He worked for a regional firm in Ohio beginning in 2014, primarily doing tax compliance for manufacturing businesses. When he finished sitting for the CPA exams in 2016 (which he passed!), Blake joined the firm and he and his wife moved to Colorado. He enjoys snowboarding, pro football, golfing, video games, and hiking.



Jennie D. Pierce
Staff Accountant
Email Jennie
303-449-3060 ext. 116
Direct 303-951-6054
Fax 303-951-6055

Jennie became interested in the accounting field when she was a teenager and worked for her parents' hometown newspaper. After graduating from the University of Colorado with a BS in Accounting, she worked for a CPA firm in Fort Collins. Since then, she has enjoyed working with many small businesses and understanding their unique challenges. She has volunteered with VITA/AARP for several years, helping prepare tax returns for the elderly. Recently, her family moved to Lafayette and she joined our firm. Jennie is married with four children and enjoys biking, running, camping, good food, art and travel.


 



Jennifer Lewis (Snowden), CPA
Tax Manager
Email Jennifer
303-449-3060 ext. 109
Direct 303-951-6048
Fax 303-951-6049

Jennifer has been working with the firm since 2009 and obtained her CPA license in 2015. She was born and raised in Ottumwa, Iowa and moved to Colorado in 2004. She has a BA in Psychology from the University of Iowa, has worked in various financial industries, and currently serves on the board of the Greenwood Wildlife Rehabilitation Center. In her spare time, Jennifer enjoys being active, especially doing anything outdoors, and is a sports enthusiast.



Linda Sullivan, CPA
Staff Accountant

Email Linda
303-449-3060 ext. 113
Direct 303-951-6032
Fax 303-951-6033

Linda has a BS in Animal Science from Texas A&M University and lived in Indiana and Wisconsin before moving to Colorado. About 15 years ago, while working in the unusual field of cattle in-vitro fertilization, she developed a strong interest in accounting. She quickly obtained her degree from the University of Northern Colorado, got her license, and has been working in public accounting and taxation ever since, focusing on small, closely-held businesses and their owners. Linda joined the firm in early 2015 and likes to hike, spend time outdoors, and foster retired greyhounds (she once had six at a time!).



Natalie Swartz, CPA
Senior Tax Manager
Email Natalie
303-449-3060 ext. 129
Direct 303-951-6050
Fax 303-951-6051

Natalie is a Colorado native, born and raised in Salida. She gained her accounting experience at a young age, as her Dad owned his own CPA practice. Whether it was cleaning the office weekly to earn extra cash for college, doing accounting work during the summer breaks, or eventually working for him right after obtaining her BS in Accounting from the University of Northern Colorado in three and a half years, she has had accounting in her blood for a long time. Natalie joined the firm in 2005 and she resides in Lafayette where remodeling projects on her home keep her busy.



Judith Waligorski, CPA, PFS, CFP
Tax Manager

Email Judy
303-449-3060 ext. 123
Direct 303-951-6052
Fax 303-951-6053

Judy has been with the firm since 2005. She received a BS in Accounting, Magna Cum Laude, from Metropolitan State College and a Master of Taxation from the University of Denver. She is a CPA, a Personal Financial Specialist, and a Certified Financial Planner. She specializes in taxation and tax planning for individuals, partnerships, and corporations, and she provides QuickBooks and bookkeeping consulting. She is a member of the COCPA and AICPA, as well as the COCPA/CDOR Task Force. Judy is married and enjoys spending time with her grandchildren.