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OUR TEAM

KathleenHeadshot

Kathleen Presiado Urquidez, CPA, CFE, President and Managing Partner

Graduated B.S. in Business Administration, concentration in accounting and finance from California Polytechnic State University in San Luis Obispo, 1988.

Certified Public Accountant, State of California, December 1993.

Thirty-one years public accounting experience with primary emphasis in non-profit and for-profit audits, review and compilations. Specialization in accounting software installations and training. Has directed numerous audits, review and accounting engagements of varying sizes and complexities.

Firm responsibility for audit and review services including technical expertise and compliance with quality peer review requirements. Experience in implementing internal controls and performing internal control audits. Directed audits for-profit organizations, professional services, manufacturing, escrow services, real estate mortgage services, retail and wholesale.  Additional audits and reviews for non-profit organizations, such as private schools, member organizations, veteran organizations, operating enterprises and religious foundations.

Experience includes servicing clientele in the real estate mortgage industry, hospitality industry, non-profit organizations, foundations and variety of small businesses.

Computer software expertise includes various tax packages including CCH and Lacerte; accounting packages including QuickBooks, Sageworks, and Peachtree Software.  Certified QuickBooks ProAdvisor.  Installation of various accounting software, including client training and establishing policies and procedures to ensure quality control.

Member of California Society of CPAs and American Institute of Certified Public Accountants. Board Member of the National Association of Women Business Owners (2008-2015). Member of the Orange County Hispanic Chamber of Commerce. Member and Past Treasurer of National Latina Business Women’s Association Orange County. Past President of the St. Bonaventure School Board, Past President of Active 20-30, Beach Cities #1040.

Awards include: 2009 Orange County Small Business of the Year – Estrella Awards Hispanic Chamber of Commerce, 2009 Orange County President Council Business Person of the Year Award, 2009 NLBWA Member of the Year & 2012 National Association of Women Business Owners Member of the Year.

Bilingual in Spanish.

Adin

Adin L. Miller, CPA, MST, Tax Manager

Certified Public Accountant, State of California.

Bachelor of Science in Business Administration from University of California of Riverside.  Graduated with Honors.

Certificate of Accounting from California State University of San Bernardino.

Master’s in taxation from Golden Gate University.  Graduated with Honors.

Over 20 years of accounting in both public and private.  Firms ranging from 3 people firm to a 100 people CPA firm to Big 4 firm Ernst & Young, LLP. Also a CFO for a mid-size real estate firm. With this experience, have acquired expertise mostly in taxation but have become a jack of all trades in the accounting profession.  Knowing payroll, accounting, auditing, sales tax returns, property tax returns have helped me become a better tax accountant by understanding how they all relate to one and another.  Areas of expertise include real estate, high net worth individuals, and small business.

When not working, enjoy spending my time with wife and two dogs.  Also enjoys scuba diving and traveling, preferably doing both at the same time.

Chris

Christopher R. Whelpley, CPA, Senior Tax Accountant

Graduated with a B. S. in Economics and Business Administration from St. Mary’ s College of California, Moraga, CA in 2007.

Graduated with a MBA from Concordia University, Irvine, CA in 2009.

Certified Public Accountant, State of Washington 2016, State of California 2017.

Four years of public accounting experience with a main emphasis in taxation. Currently, engaged in audit activities as a staff accountant.

Experienced tax preparation of individual, trust, non- profit, and small business income tax returns in the construction, manufacturing, retailing, and industrial industries.

Seven years of financial industry knowledge as a manager at two major financial institutions.
Member of the California Society of CPAs, AICPA, as well as Beta Alpha Psi.

Jay R. Martinez, Tax Staff Accountant

Master’s of Taxation from California State University of Northridge.

Bachelor of Science/Option in Accounting from California State University of Los Angeles.,

He has over 5 years of tax preparation experience and two years in tax controversy matters. His experience includes over 15 years of operational business management; process improvement and streamlining, particularly in retail, sales, customer service, inventory control and logistics.

Jay R. is currently working on obtaining his CPA certificate. (CPA eligible)

When Jay R. is not preparing tax returns, resolving tax controversy issues or researching tax law, he is very likely working on building either a Chevy or Mopar motor. He enjoys the outdoors and seeing new places. Jay R.’s areas of interest include theatre, entertainment, real estate, health and wellness, evolving industries, globalization, global economics, emerging markets and law.

Monica

Monica Quintero, Staff Accountant

Monica has 10 years of experience in all facets of accounting including bookkeeping, compilation, reviews, and audit services. She has assisted clients in all industries and is familiar with their different software. Monica often performs accounting services offsite to assist with client’s different needs. She has a bachelor’ s degree in accountancy from California State University, Long Beach and has worked with our firm for over 15 years.

KimberlyHeadshot

Kimberly Barrientos, Staff Accountant

Kimberly has over 25 years of experience in all facets of accounting duties including bookkeeping, sales tax and payroll tax services. She also assists in the preparation of individual tax returns. She has worked with our firm for over 8 years.

Elba

Elba Medrano, Receptionist

Elba has been with the firm two years.  Elba’s friendly voice will greet our clients and direct our clients to the appropriate staff.

Elba can help you with:

  • Reaching appropriate partner or staff.
  • Submission of efile forms.
  • Informing you of the status of your return and team member assigned to your account.
  • Payment for our services.
Laura

Laura Elizalde, Office Manager

Laura has been with the firm for 23 years.  She served as administrative assistant for 21 years, then recently moved to the position of our office manager.  She has had the most client interface and is the friendly voice that guides our clients through our processes.

Laura can help you with:

  • Billing questions
  • Assistance with our portal
  • Provide copies of returns
  • Schedule appointments
  • Payment for our services
  • Urgent requests, if partner or staff is out of the office
Art

Arthur L Salazar, CPA, MBT, Tax Consultant

Certified Public Accountant, State of California, August 2004.

Graduated B.S. in Business Administration, from UC Riverside in 1996. Graduated from USC with Master’s in Taxation in 2009.

Twenty years public accounting experience with primary emphasis in taxation.

Firm responsibility for tax services including technical expertise, compliance, international tax issues and tax audit services.

Experience includes servicing clientele involving estates and trust tax matters, construction industry, manufacturing, nonprofits and small business.

Treasurer of California Scottish Rite Foundation (November 2017 – present).
Grand Treasurer of Grand Lodge Free and Accepted Masons of California (October 2015 – present)
Member of California Scottish Rite Foundation Audit Committee (July 2009 – November 2017).
President of Oak Grove Elementary School Foundation (July 2011- June 2017).
Member of Grand Lodge Free and Accepted Masons of California Audit Committee (February 2007 – October 2015).
Treasurer of Santa Ana Scottish Rite Bodies (January 2008 – December 2014).
Member of Oak Grove Elementary School Site Council (October 2010 – June 2014).

Awards include:
2012 Hiram Award — Irvine Valley Lodge No. 671 Free & Accepted Masons.
1996 A. Gary Anderson Special Achievement Award — University of California Riverside School of Business Administration.

Ken

Kenneth M. Bezich, CPA, Consultant, Founder of Bezich, Rose & Urquidez, Certified Public Accountants (Predecessor firm)

Graduated B.S. Accounting in 1961, California College of Commerce, Long Beach, CA.

Certified Public Accountant in California 1971.

Over forty years public accounting experience.  Eight years with a (Big 5) international CPA firm including audit management responsibilities, plus extensive experience in income tax compliance, planning, and auditing assistance.

Experienced in all facets of accounting and auditing.  Has directed numerous audit engagements of varying sizes and complexities including for-profit organizations, professional services, manufacturing, escrow services, real estate mortgage services, retail and wholesale.  Additional audits and reviews for non-profit organizations, such as private schools, member organizations, veteran organizations, operating enterprises and religious foundations.

Advisor for firm litigation support services, including working directly with attorneys and the court to resolve financial disputes.

Extensive experience in real estate related services, acquisition, dispositions, development and lessors of commercial and residential real estate including income tax related issues.

Member of Dalmatian Club, DB Club of San Pedro, BPOE (Elk’s Club) #966.

Member of California Society of CPAs, American Institute of Certified Public Accountants.