BCI - Key Persons
Diana has been employed by Barnett & Company Certified Public Accountants since February of 2014. Prior to this, she worked for twelve years as the Office Manager for the Certified Public Accounting Firm of Bolar, Hirsch & Jennings. Through her years of experience in the accounting industry, she has acquired a working knowledge of tax, QuickBooks, budgets and general accounting principles which serve her well in her current capacity. Since the merger of Barnett & Company with BCH Consulting and its subsidiaries in January of 2106, Diana has served as Operations Manager of both companies.
Francisco is a full time student at Santiago Canyon College, currently working on his Lab Technician Certificate as well as an Associate's Degree in biotechnology. He eventually hopes to work at a laboratory that uses stem cell techniques to produce synthetic organs using the patient's own DNA. Although this process is still some years away from being perfected, he plans to contribute his work and studies to finding the solution. In his position as Administrative Assistant, Francisco uses his detail oriented mindset to help with anything from assembling tax returns to managing storage and keeping the office organized.
Job Titles:
- Enrolled Agent, NTPI Fellow
After receiving a Bachelor's Degree in 1983 from Ohio Wesleyan University, Jean worked in the Tax Department of the Bank of New England Corporation. She was later employed by Pyramid Management Group, LLC and was a founding member of Dunn and Bradstreet's I-Market, Incorporated. Jean is a member of the National Association of Taxpayers, an associate member of the California Society of CPAs and a member of the California Association of Enrolled Agents, where she currently holds several important offices. Coinciding with her passion for tax advocacy, she is Vice-Chair of the Political Action Committee and a member of the Legislative Affairs Committee. On the Chapter level, she is currently serving as Board Secretary as well as Chair of the Legislative Committee. In addition to her membership in various professional organizations, Jean is a 2014 the recipient of the prestigious National Tax Practice Institute Fellow designation, indicating her tax expertise as well as her commitment to taxpayer rights.
Job Titles:
- Administrative Assistant
- Receptionist
Nancy joined our staff in 2015, bringing with her extensive experience in customer relations and office administration. Prior to beginning her tenure with us, she worked as a sales associate and customer service representative for System Pavers, Inc. In addition to putting her office skills to good use, she continues to upgrade her knowledge of taxes and accounting services. Nancy is currently a student at Santa Ana College where she is pursuing her dream of becoming a forensic biologist.
Job Titles:
- Enrolled Agent, Tax Manager
Job Titles:
- Enrolled Agent, Tax Manager
Salina has been employed by Barnett & Company Certified Public Accountants since 2006. She is a licensed Enrolled Agent and is responsible for overseeing and managing all areas of the firm's tax services component. Concurrently with her employment, Salina attended California State University at Fullerton where she obtained her Bachelor's Degree in Business Administration. She is currently working on her Master's Degree in Taxation from the same institution. Since the merger of Barnett & Company with BCH Consulting and its subsidiaries in January of 2106, Salina has served as Tax Manager of the combined companies. She and her husband reside in Irvine.
Job Titles:
- Enrolled Agent, QuickBooks ProAdvisor
San earned his Bachelor of Science Degree in Accounting from California State University, Los Angeles in 1997. Following graduation, he earned professional certifications as a Certified Public Accountant, a licensed Enrolled Agent and a QuickBooks ProAdvisor. San has been employed by Barnett & Company, Inc. since 2013 where his duties include tax preparation and bookkeeping. He resides in Los Angeles with his wife and two children.
Suzanne earned a Bachelor of Science Degree in Business Economics with an emphasis in accounting and finance from the University of California, Santa Barbara in 1987. Since that time, she has obtained over 25 years of tax and accounting experience working for several small CPA firms as well as her own home tax and accounting practice. She has been a licensed CPA since 2008 and was licensed CTEC for over 11 years a prior to that. In addition to being experienced at preparing individual, corporate, Limited Liability Company, partnership, tax exempt organization and trust tax returns, Suzanne has successfully represented many clients before the IRS, FTB and SBOE. She is a Certified QuickBooks ProAdvisor and has trained many clients to use the QuickBooks software. Suzanne lives in Brea, California with her three teenage sons.
Troy earned a Bachelor's Degree in Accounting from the University of Southern California in 1994 and a Master's Degree in Business Taxation from the same institution in 2000. Joining the staff of Deloitte and Touche LLP in 1995, he was rapidly promoted from Audit Associate to Senior Manager.
During his nine years with the company, his primary functions included researching specific tax issues, verifying compliance and seeking tax and accounting consulting opportunities with domestic and multinational firms. In 2004, he left Deloitte to open Barnett & Company, Certified Public Accountants where he continues to serve as principal. He has since then acquired ownership of BCH Consulting and its subsidiaries and now oversees the operation of both companies under one umbrella. Troy holds his CPA license with the State of California and is a member of the American Institute of Certified Public Accountants. He lives in Mission Viejo with his wife and three daughters.