Profile

Results

We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.

Relationships

We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price but small enough to give you the individual attention that you deserve.

Relief

Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.

Staff Profiles

David B DeJong, CPA, earned his Bachelor of Arts Degree in Accounting from Golden Gate University in San Francisco. As a third generation Lodian, and a graduate of Tokay High School, Mr. DeJong was delighted to return to Lodi after college and start his career in the community he loves. David has been practicing as a Certified Public Accountant since 1986. His has proactively navigated through ever changing laws and regulation providing his family of clients with advice on best tax strategies allowing them to keep as must of their taxable income as legally allowed.

His professional affiliations include:

  • National Society of Accountants
  • American Institute of Certified Tax Planners
  • California Society of Enrolled Agents
  • California Society of Tax Consultants
  • National Society of Accountants
  • Nation Association of Tax Professionals
  • American Institute of CPAs

He shares his life with his partner, Lisa, and their children, grand-children and Fur Babies.

David’s personal commitment to our clients is “To proactively address future tax planning, whether it be for personal financial goals or for a business’ plan to increase profits and growth.”

Jerry D Hugo, CPA earned his Bachelor of Science in Accounting from Sacramento State and his Master’s Degree in Taxation from Golden Gate University.  Previously self-employed for over 30 years with an accounting and tax practice, Jerry brings his expertise in individual, partnerships, corporations, trust and estates returns to the Firm.

His professional affiliations include:

  • California Society of CPAs
  • Lodi Rotary Club
  • 20+ years on the Lodi Memorial Hospital Foundation Board

In his spare time Jerry enjoys golfing, adding to his wine collection, and cooking Italian dishes for his family.

Jerry’s promise to our clients is “to provide quality service in a timely manner, taking care of each client’s individual needs.”

JoAnne Mounce earned her Accounting Certificate from South Lake Tahoe Community College and later received her Associate in Arts Degree with Honors from San Joaquin Delta College in Stockton. JoAnne is a Certified QuickBooks ProAdvisor.

Her professional affiliations include:

  • Former Lodi City Councilmember, elected 2004
  • Former Lodi City Mayor, appointed 2008 and 2012
  • Past President of the League of California Cities

Ms. Mounce is a third-generation Lodian and has been a longtime advocate of the aging areas of Lodi. For enjoyment, JoAnne volunteers for many community organizations such as Lodi Historical Society and the LRWF Unit.

JoAnne’s pledge is “to provide outstanding governance for a group vision focused on world class service to our family of clients.”

Kristian Robinson has been working in the accounting industry for over 15 years and is the tax receptionist / secretary for the firm.
Her pastime includes her faith, family, and Mary Kay Consulting.

Kris’s promise to our clients is “to offer a warm smile and quality customer service to ensure that the Firm’s clients feel like a part of the family.”

Tony Zupo, CPA
Brock Armstrong, CPA
Mary Tsutaoka, Bookkeeper
Wanda Wather, Office Manager
Katy Erwin, Receptionist
Lisa Stewart-Terry, Accountant
Sarah Baker, Bookkeeper