David Garelick, EA, CFP®, ATA, ATP
President/CEO

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
Vice President

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
Senior Accountant

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.

Linda Murphy
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.