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Shareholders


Debra A. Zeigler, BS, MS, CPA
Shareholder
Email Deb
303-449-3060 ext. 137
Direct 303-951-6060
Fax 303-951-6061

Deb was born in Michigan and lives in Lyons with her husband, Gregg. Their sons and families are currently spread across the U.S. and Europe. Deb graduated from the University of Colorado-Boulder with a BS in Accounting and Marketing and an MS in Accounting, taxation emphasis. She specializes in advisory services and compliance for all types of small businesses, and professional practices, trusts, and US expatriates. Deb enjoys hiking, spending time in the mountains, professional and collegiate baseball and basketball, and horticulture.



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

Carol has worked for the firm 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.



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

Ophelia has extensive 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.



Vonda K. Modlin, CPA
Shareholder
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. 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 before coming to our firm in December of 2000.  Vonda recently joined the Longmont Humane Society Board of Directors.  She is a Colorado native and calls Longmont home, enjoying crafting and traveling in her free time.



Natalie Swartz, CPA
Shareholder
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.

Professional Staff

 


Michael Burgess, CPA
Senior 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.

 

 



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, with a specialty in non-profit tax returns and issues. In his spare time John enjoys hiking, traveling, and reading (especially maps!).

 

 



Jennifer Lewis, 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 moving to Boulder County in 2009. 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. She and her husband Grant have two children - twin boys named Isaac and Noah.  Jennifer and her family enjoy being active, especially doing anything outdoors, and they are sports enthusiasts.



Evan D. Martin, MT
Staff Accountant
Email Evan
303-449-3060 ext. 127
Direct 303-951-6024
Fax 303-951-6025

Evan was born in Hartford, Connecticut, but grew up in Palm Beach, Florida.  He received BA degrees in History, English, and Music from Palm Beach Atlantic University and was a professional guitar player and teacher for five years before returning to school and earning a BS degree in Accounting and a Master's of Taxation degree from Florida Atlantic University.  He worked as a staff accountant and tax preparer in Athens, Georgia, Palm Beach and Miami, Florida prior to joining our firm in 2020.  He lives in Westminster, Colorado with his wife, Daniela, where he plays his guitars and enjoys rock climbing, mountain biking, hiking, kayaking, and snowboarding.


 


Iris Newsome, MBA, CPA
Senior 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, MT, CPA
Senior 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, EA
Tax Manager
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 recently earned her Enrolled Agent certification as a tax expert authorized to represent taxpayers before the IRS. Jennie is married with four children and enjoys biking, running, camping, good food, art and travel.


 


Judith Waligorski, CPA, PFS, CFP
Senior Staff Accountant

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.