CPA - History of Changes


DateDescription
2024-10-08 delete person Fonda C. Nkwocha
2024-10-08 delete person Hunter A. Atkins
2024-10-08 delete person Rachel M. Ong
2024-10-08 insert person Haydee E. Lockhart
2024-09-07 insert person Rachel M. Ong
2024-09-07 insert person Whitney R. Nagy
2024-08-06 insert person Jenny B. Nguyen
2024-08-06 insert person Magaly Chaparro
2024-08-06 insert person Marcus T. Lovely
2024-07-05 delete person Matthew L. Huston
2024-07-05 insert person Taylor Douglas Waslaski
2024-07-05 update person_description Mirza Z. Baig => Mirza Z. Baig
2024-07-05 update person_title Jennifer C. Lano: Audit Manager => Senior Audit Manager
2024-06-02 insert coo Debbie A. Weidner
2024-06-02 delete person Amy A. Landa
2024-06-02 delete person Carly A. Jackson
2024-06-02 delete person Desmond D. Sawyerr
2024-06-02 delete person Ivelisse V. Defreitas
2024-06-02 delete person Ivy C. Starck
2024-06-02 delete person Lianyue Zhang
2024-06-02 delete person Lindsay D. Barton
2024-06-02 delete person Madeline T. Hafner
2024-06-02 delete person Natalie C. Neukomm
2024-06-02 delete person Robert W. Simpson
2024-06-02 delete person Suzanne M. LaCross
2024-06-02 insert person Chase Wright
2024-06-02 insert person Christina E. Robertson
2024-06-02 insert person Fonda C. Nkwocha
2024-06-02 insert person Hunter A. Atkins
2024-06-02 insert person Lisa L. Hall
2024-06-02 insert person Mark Eckstein
2024-06-02 update person_description Hannah J. Oglesby => Hannah J. Oglesby
2024-06-02 update person_title Alec T. Alban: Staff Accountant => Tax Senior
2024-06-02 update person_title Christy E. Kaiser: Executive Assistant => Administrative Services Manager
2024-06-02 update person_title Debbie A. Weidner: Firm Administrator => Director of Operations
2024-06-02 update person_title Hannah J. Oglesby: CFP® Senior Tax Manager => CFP; CFP® Partner
2024-06-02 update person_title Hunter A. Moon: Staff Accountant => Tax Senior
2024-06-02 update person_title Kaitlyn L. Hirakawa: Tax Senior => Tax Supervisor
2024-06-02 update person_title Kevin L. Decker: Tax Senior => Tax Supervisor
2024-06-02 update person_title Matthew L. Huston: Implementation Specialist => Implementation Specialist Client Advisory Services ( CAS )
2024-06-02 update person_title Mirza Z. Baig: Tax Manager => Senior Tax Manager
2024-06-02 update person_title Nathan S. Nicholes: Staff Accountant => Tax Senior
2023-10-19 delete otherexecutives Jill R. Durst
2023-10-19 delete person Debra M. Susser
2023-10-19 delete person Jill R. Durst
2023-10-19 insert person Alec E. Marceles
2023-10-19 insert person Lance C. Glover
2023-09-12 delete person Jared Wenger
2023-09-12 insert person Ronald J. Llewellyn, III
2023-08-10 delete person Bing Li
2023-08-10 delete person Cody L. Johnson
2023-08-10 delete person Daniel F. St. Jean
2023-08-10 insert person Nathan Richard Salazar
2023-08-10 insert person Nathan S. Nicholes
2023-08-10 insert person Robert W. Simpson
2023-07-07 insert otherexecutives Jill R. Durst
2023-07-07 delete person Adam Christian Ortega
2023-07-07 delete person R. H. Klotzbach
2023-07-07 insert person Ivelisse V. Defreitas
2023-07-07 insert person Jill R. Durst
2023-07-07 insert person Lianyue Zhang
2023-07-07 insert person Mary Anchelle Arciaga
2023-07-07 insert person Michelle L. Porterfield
2023-07-07 update person_title Amy A. Landa: Account Manager - Client Accounting Services => Account Manager
2023-07-07 update person_title Arturo N. Moreno: Tax Manager => Staff Accountant
2023-07-07 update person_title Carly A. Jackson: Staff Accountant - Client Accounting Services => Staff Accountant
2023-07-07 update person_title Emily L. Mead: Staff Accountant => Tax Senior
2023-07-07 update person_title Madeline T. Hafner: Senior Accounting Specialist - Client Accounting Services => Staff Accountant
2023-07-07 update person_title Matthew L. Huston: Implementation Specialist - Client Accounting Services => Implementation Specialist
2023-04-22 insert person Carly A. Jackson
2023-03-21 delete person Danielle N. Gomez
2023-02-18 insert person Desmond D. Sawyerr
2023-01-17 delete person Alyssa S. Logan
2023-01-17 delete person James P. Smith
2023-01-17 delete person Stephanie R. King
2023-01-17 insert person Alec T. Alban
2023-01-17 insert person Meagan T. Olivera
2023-01-17 insert person Steven P. Pace
2023-01-17 update person_title Bing Li: Staff Accountant => Audit
2023-01-17 update person_title Danielle N. McFadden: Tax Supervisor => Tax Manager
2023-01-17 update person_title Jared Wenger: Tax Manager => Senior Tax Manager
2023-01-17 update person_title Joshua J. Blom: Audit Manager => Senior Audit Manager
2023-01-17 update person_title Natalie C. Neukomm: Audit => Audit Supervisor
2023-01-17 update person_title Stephen J. Rodis: Partner => Senior Advisor
2022-12-16 delete person Isaac Z. Chavez
2022-12-16 delete person Wesley A. Preece
2022-12-16 insert person Ivy C. Starck
2022-12-16 update person_title Christopher T. Coots: PFS; Firm in 2017 As a Senior Tax Manager; PFS™, J.D. Partner => PFS; Firm in 2017 As a Senior Tax Manager
2022-12-16 update person_title Cody L. Johnson: Audit => Staff Accountant
2022-11-14 delete person Brian M. Susmarski
2022-11-14 insert person Ann M. Flanagan
2022-11-14 insert person Cody L. Johnson
2022-11-14 insert person Kevin L. Decker
2022-10-14 insert person Isaac Z. Chavez
2022-10-14 insert person Madeline T. Hafner
2022-09-12 delete person Katelyn St. Sauveur
2022-09-12 delete person Sarah E. Gryp
2022-07-13 delete person Miriam B. Jenkins
2022-07-13 update person_title Daniel F. St. Jean: Information Technology Support Technician => IT Support Specialist
2022-06-12 delete person Corey Y. Ng
2022-06-12 delete person Kaitlin E. Aiono
2022-05-12 insert person Daniel F. St. Jean
2022-04-11 delete person Baneika M. Miller
2022-04-11 delete person Heather L. Marzullo
2022-04-11 delete person Nasario A. Hernandez
2022-04-11 insert person Matthew L. Huston
2022-04-11 update person_title Amy A. Landa: Account Manager => Account Manager - Client Accounting Services
2022-04-11 update person_title Debra M. Susser: Senior Accounting Specialist => Senior Accounting Specialist - Tax
2022-04-11 update person_title R. H. Klotzbach: Account Manager => Account Manager - Client Accounting Services
2022-04-11 update person_title Stephanie R. King: Accounting Specialist => Accounting Specialist - Client Accounting Services
2022-03-11 delete person John D. Cilwa
2022-02-06 delete person Anh N. Fog
2022-02-06 delete person Timothy J. Waufle
2022-02-06 insert person Arizona Builders Alliance
2022-02-06 insert person Baneika M. Miller
2022-02-06 insert person John D. Cilwa
2022-02-06 insert person R. H. Klotzbach
2022-02-06 update person_title Adam C. Ortega: Audit => Audit Supervisor
2022-02-06 update person_title Ankita P. Trivedi: Tax Manager => Senior Tax Manager
2022-02-06 update person_title Anthony Joseph Plese: Partner => Senior Advisor
2022-02-06 update person_title Brandy L. Ritz: Tax Supervisor => Tax Manager
2022-02-06 update person_title Brendan J. Higgins: Tax Supervisor => Tax Manager
2022-02-06 update person_title Corey Y. Ng: Audit Supervisor => Audit Manager
2022-02-06 update person_title Gena M. Runnels: Administrative Assistant => Scottsdale Office Manager
2022-02-06 update person_title Hannah J. Oglesby: CFP® Tax Manager => CFP® Senior Tax Manager
2022-02-06 update person_title Jakob I. Klein: Tax Supervisor => Tax Manager
2022-02-06 update person_title Kaitlyn L. Hirakawa: Staff Accountant => Tax Senior
2022-02-06 update person_title Katelyn St. Sauveur: Audit => Audit Supervisor
2022-02-06 update person_title Mark R. Dreher: Partner => Senior Advisor
2022-02-06 update person_title Michelle V. Chacon: Administrative Assistant => Chandler Office Manager
2022-02-06 update person_title Sarah E. Gryp: Tax Supervisor => Tax Manager
2022-02-06 update person_title Scott Thomas Wallace: Principal => Senior Advisor
2022-02-06 update person_title Suzanne M. LaCross: Tax Supervisor => Tax Manager
2021-10-04 delete person Brian J. Marty
2021-10-04 insert person Alyssa S. Logan
2021-10-04 insert person Jamie K. Yungen
2021-10-04 update person_title Danielle N. Gomez: Client Accounting Services Manager => Head of Client Accounting Services
2021-09-02 delete person Brandon W. Temple
2021-09-02 delete person Kyle J. Morris
2021-09-02 insert person Timothy J. Waufle
2021-09-02 insert person Wesley A. Preece
2021-07-28 delete person Megan E. Miller
2021-07-28 delete person Ronald J. Llewellyn, III
2021-06-27 delete person Joseph M. Duncan
2021-06-27 insert person Arturo N. Moreno
2021-06-27 insert person Hunter A. Moon
2021-05-27 delete person Ruth A. Roman
2021-05-27 insert person Bing Li
2021-05-27 update person_title William G. Miles: CFP; CFP® Partner => CFP
2021-04-11 delete person Albert D. Urbieta
2021-04-11 insert person Amy A. Landa
2021-04-11 insert person Brian J. Marty
2021-04-11 insert person Nasario Hernandez
2021-02-17 delete person Emily A. Brisch
2021-02-17 update person_description Mark R. Dreher => Mark R. Dreher
2021-01-17 delete ceo Mark R. Dreher
2021-01-17 delete person Jessica A. Cyiza
2021-01-17 insert person Emily L. Mead
2021-01-17 insert person James P. Smith
2021-01-17 insert person Steven Barry Schwartz
2021-01-17 update person_title Anh N. Fog: Audit => Audit Supervisor
2021-01-17 update person_title Mark R. Dreher: Managing Partner of the Firm; Managing Partner => Managing Partner of the Firm; Partner
2021-01-17 update person_title Megan E. Miller: Staff Accountant => Tax Senior
2021-01-17 update person_title Randy G. Brammer: CCIFP / Partner; CCIFP => CCIFP
2020-09-28 delete person Meenakshi P. Makkar
2020-09-28 delete person Nicole Carol McClintock
2020-09-28 insert person Kaitlin E. Aiono
2020-09-28 insert person Natalie C. Neukomm
2020-09-28 insert person Suhui Yang
2020-06-19 delete person Le E. Hoang
2020-06-19 delete person Mollie A. Malovoz
2020-06-19 delete person Tyler W. Posing
2020-06-19 insert person Miriam B. Jenkins
2020-06-19 update person_description Brandon W. Temple => Brandon W. Temple
2020-06-19 update person_description Mark R. Dreher => Mark R. Dreher
2020-05-20 delete person Lindsay D. Erickson
2020-05-20 insert person Lindsay D. Barton
2020-05-20 insert person Ronald J. Llewellyn, III
2020-04-19 delete person Loren J. Pruzin
2020-02-18 insert person Erica D. Sanchez
2020-02-18 insert person Meenakshi P. Makkar
2020-01-18 insert person Jared Wenger
2020-01-18 insert person Kaitlyn L. Hirakawa
2020-01-18 insert person Megan M. Miller
2020-01-18 update person_title Sarah E. Gryp: Audit Supervisor => Tax Supervisor
2019-12-17 delete person Angela R. Larson
2019-12-17 delete person Dallas R. Farquhar
2019-12-17 delete person Jonathan L. Smith
2019-12-17 insert person Albert D. Urbieta
2019-12-17 insert person Brandon W. Temple
2019-12-17 insert person Hiral A. Shah
2019-12-17 insert person Jennifer C. Lano
2019-12-17 insert person Joseph M. Duncan
2019-12-17 insert person Joshua J. Blom
2019-12-17 insert person Mollie A. Malovoz
2019-12-17 insert person Tyler W. Posing
2019-12-17 update person_title Adam C. Ortega: Staff Accountant => Audit
2019-12-17 update person_title Barry S. Graham: Audit Manager => Senior Audit Manager
2019-12-17 update person_title Corey Y. Ng: Audit => Audit Supervisor
2019-12-17 update person_title Jordan L. Zwick: Staff Accountant => Audit
2019-12-17 update person_title Katelyn M. St. Sauveur: Staff Accountant => Audit
2019-11-16 delete person Amro G. Hussien
2019-11-16 delete person Patrick H. Rae
2019-11-16 insert person Brandy L. Ritz
2019-11-16 insert person Danielle N. Gomez
2019-10-16 delete person Kali M. Johnson
2019-10-16 delete person Scott D. Mills
2019-09-16 delete person Carter M. McKie
2019-09-16 delete person Christina V. Henning
2019-09-16 delete person Christopher G. Kinney
2019-09-16 delete person Max A. Braverman
2019-09-16 insert person Anh N. Fog
2019-09-16 insert person Heather L. Marzullo
2019-09-16 insert person Michelle V. Chacon
2019-08-16 delete person Mark J. McInnis
2019-08-16 delete person Monica L. Langefeld
2019-08-16 insert person Kyle J. Morris
2019-08-16 insert person Nicole Carol McClintock
2019-07-16 delete otherexecutives Kerstin F. Hancock
2019-07-16 delete person Bryan T. Tierney
2019-07-16 delete person Joshua J. Blom
2019-07-16 delete person Kerstin F. Hancock
2019-07-16 insert person Carter M. McKie
2019-07-16 insert person Danielle N. McFadden
2019-07-16 insert person Kali M. Johnson
2019-07-16 update person_title Allison Lynn Dozbaba: Tax Senior Manager => Partner; Firm in 2016 As Managers
2019-07-16 update person_title Leslie Prichard: Audit Senior Manager => Partner
2019-06-15 delete person Priscilla R. Sanchez
2019-06-15 insert person Sarah A. Wright
2019-06-15 update person_title Bryan T. Tierney: Staff Accountant => Audit
2019-06-15 update person_title Jakob I. Klein: Tax Senior => Tax Supervisor
2019-06-15 update person_title Lindsay D. Erickson: Audit => Audit Supervisor
2019-06-15 update person_title Mirza Z. Baig: Tax Supervisor => Tax Manager
2019-06-15 update person_title Patrick H. Rae: CCIFP / Audit Supervisor => CCIFP / Audit Manager
2019-05-14 delete person Julie F. Lahm
2019-05-14 insert person Stephanie R. King
2019-02-27 insert person Anthony Joseph Plese
2019-02-27 insert person Hilarie Hathaway Pierce
2019-02-27 insert person Murray Peter Mindlin
2019-02-27 insert person Scott Thomas Wallace
2019-02-27 update person_description Mark R. Dreher => Mark R. Dreher
2019-02-27 update person_title Ankita P. Trivedi: null => Tax Manager
2019-02-27 update person_title Christina V. Henning: null => Tax Manager
2018-12-22 update person_description Ankita P. Trivedi => Ankita P. Trivedi
2018-05-23 update person_description Barbara A. Dillon => Barbara A. Dillon