Steve Dougherty, CPA

Steve Dougherty, CPA, MS-Tax earned his Bachelor of Science Degree in Accounting from San Diego State University, San Diego in 1983 and earned his Certified Public Accountant and Real Estate License in 1986. He received his Masters Degree in Taxation from Golden Gate University, San Francisco in 1997. He has provided expert witness testimony and support on over a dozen cases in local area courts. A frequent speaker at law updates, Steve provides presentations to corporations, associations and service clubs, as well other CPAs.

His professional affiliations include:

	California Society of Certified Public Accountants
	Institute of Business Appraisers
	Estate Planning Council
	Rental Property Association
	Financial Planning Association
	Greater Stockton Chamber of Commerce

Mr. Dougherty is also very active in the community serving on several boards and commissions including Make-A-Wish Foundation. He shares his life with his wife and their three children.

Steve's personal commitment to our clients is, "To have you truly pay the least amount of tax possible through proactive planning and implementation. There is a treasure trove of tax savings ideas out there – our mission is to find those that apply to you!"

Lisa M. Guerra, CPA, earned her Bachelor of Science Degree in Accounting, Cum Laude from Humphrey's College, Stockton, in 2003. She earned her Certified Public Accountant License in 2007.

Her professional affiliations include:

California Society of Certified Public Accountants

Ms. Guerra enjoys sewing, reading and spending quality time with her two sons and their dog.

Lisa’s promise to our clients is, "To give quality service in a timely manner, taking care of each client’s individual needs while providing the best tax advantage."

Lisa Dougherty, CPA

Lisa Dougherty, CPA, graduated from Fresno State University in 1992 with a Bachelor of Science Degree in Business, with a concentration in Accounting. She earned her Certified Public Accountant License in 1996.

Her professional affiliations include:

	California Society of Certified Public Accountants
	Lambda Theta Phi - Womens Service Club

Mrs. Dougherty is very active in the community and enjoys playing tennis. She especially loves spending time with her family.

Lisa's personal commitment to our clients is, "To apply my knowledge and expertise striving to dazzle our clients by providing excellent tax service."

JoAnne Mounce

JoAnne Mounce earned her Accounting Certificate from South Lake Tahoe Community College and later received her Associate in Arts Degree with Honors from San Joaquin Delta College in Stockton. JoAnne is an Advanced Certified QuickBooks ProAdvisor and holds a Notary Public commission.

Her professional affiliations include:

	National Notary Association
	Lodi City Councilmember, elected 2004
	Lodi City Mayor, appointed 2008
	Director of the Central Valley Division League of California Cities

Ms. Mounce is a third generation Lodian and has been a longtime advocate of the aging areas of Lodi. For enjoyment, JoAnne volunteers for many community organizations such as Lodi Historical Society and Greater Area Youth Commission.

JoAnne's pledge is "to provide outstanding leadership for a team vision focused on world class service to our family of clients."

Mia Polk

Mia Polk earned her Bachelor of Science Degree in Accounting, Magna Cum Laude from Humphreys College, Stockton, in 2008. While earning her degree, Mrs. Polk received the Outstanding Achievement in Accounting Award. Mia is a Certified QuickBooks ProAdvisor and holds a Notary Public commission.

Her professional affiliations include:

	National Notary Association
	Humphreys College Alumni Association

Mrs. Polk is a true sports buff and enjoys playing recreational co-ed softball with her husband, Jerry. Together they have two sons and three dogs.

Mia's guarantee is, "to offer excellent bookkeeping and payroll advice to our clients while supporting the team to achieve superior products and service."

Laura Wilson graduated from the University of San Diego in 2010 with a Bachelor of Arts Degree in Sociology and a minor in Accounting. After graduation, Laura took a tax preparation course to help build her knowledge in tax accounting.

In Laura's free time, she enjoys playing soccer, dancing and scrap-booking. Laura is also a huge fan of Glee; she never misses an episode.

Laura's promise to our clients is to "offer a warm smile and quality customer service to ensure that our clients feel like family."