David Garelick, EA, CFP®, ATA, ATP
Years with the company: 25 years
Education/Degrees: Undergraduate degree from UCLA, Enrolled
to practice before the IRS (EA), Certified Financial Planner™,
Accredited Tax Advisor, Accredited Tax Preparer, Registered Investment Advisor, Securities Principal, Series
7, 24, 63, 65 and Licensed Life Agent
Areas of Expertise: Tax, Accounting, Business
Management, Investment, Financial Planning
Professional Organizations: National Association
of Enrolled Agents, California Society of Enrolled Agents,
National Society of Accountants
Hobbies: Being with family, watching my kids play sports, Tennis, Basketball, Snowboarding, Reading
Sheila Wilkerson, EA
Years with the company: 32 years
Education/Degrees: National Association of Enrolled Agents
Areas of Expertise: Tax Preparation (Business and Individual); Accounting, Budgeting, Non-Profit Organizations
Hobbies: Spending time with family, fitness and reading
Charmaine Hinkle, CPA
Years with the company: 5 years
Education/Degrees: Charmaine has a Bachelor of Science degree in Accountancy and is a CPA. Originally from the Philippines, she started her accounting career as a Staff Auditor in an Ernst & Young firm in the Philippines.
Areas of Expertise: Since coming to the United States in 2001, Charmaine primarily focuses on tax preparation, tax accounting, tax consulting, tax research and financial analysis. She also has prepared quarterly and annual payroll and sales tax returns, business license renewals, property tax statements and financial statements. She has over 12 years of public and private industry experience.
Hobbies: Outside of work, Charmaine enjoys traveling and spending time with her husband and baby daughter. She also loves to read and watch movies.
Senior Account Manager
Years with the company: 13 years
Education/Degrees: 35+ years in accounting field
Areas of Expertise: Corporate Bookkeeping and Financial Statements. Also prepares quarterly and annual payroll, sales tax returns, property tax statements and annual 1099’s and W-2’s
Hobbies: Country Dancing and All kinds of Music. I Love Rod & Custom Car Shows. I Love Stock Car Races and Drag Races.