| Date | Description |
|---|
| 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 |