Jose has been in the accounting industry in Chico since 1966. He received his CPA license in 1982 and has maintained his membership in the California Society of Certified Public Accountants and the American Institute of Certified Public Accountants since 1983. He is also a member of the Tax Division of the AICPA.
Jose's experience includes individual, partnership, corporate, and LLC tax returns, financial statements, estate and gift tax – planning and preparation, as well as consultation regarding business startups, business sales, and 1031 Exchanges.
With his many years of tax experience, Jose's keen ability to wade through the ever-changing Internal Revenue Code is of great value to our clients.
My number one passion is my family. I have two children and six grandchildren. Gardening is another passion of mine, or perhaps saying I'm a "plant man" is more correct as I am more interested in the specific plants than how they look collectively in a garden setting. I also enjoy spending time with my pet cockatoo and two Australian shepherds.
SHERON BOX, CPA
Sheron has been in the accounting field since 1983, returned to college in 1990 and earned her Bachelor's degree in Business Administration with an option in Accounting from CSU Chico. She received her CPA license in 2006 and is a member of the California Society of Certified Public Accountants and the American Institute of Certified Public Accountants.
Sheron is well versed in all aspects of small business accounting and financial statement preparation, as well as the preparation of federal and state income taxes for businesses and individuals. She also assists with payroll tax and sales tax issues, as well as all government filings at the end of the year. She updates her professional skills through the Institute of Management Accountants, the California Society of Certified Public Accountants, the Enrolled Agents and other professional organizations.
Sheron serves as treasurer of the Chico Northern Lights Service Unit for the Girl Scouts of Northern California and a Past President of Soroptimist International of Bidwell Rancho. She is the company's representative at Chico Chamber of Commerce events and a member of the Chico Network Association, a local business networking group.
I enjoy both variety and spontaneity in my life, in fact, life is my passion. I enjoy everything I do and like to have a lot of things going on. My husband of 40+ years, my three children, my five grandchildren and good friends bring me my greatest joy. My involvement with Soroptimist guides me to do all I can to improve the lives of women and girls.
ROSALINDA LOPEZ, Accounting & Payroll Services
Rosalinda has been in the accounting field since 2005 after receiving her Bachelor's degree in Accounting from St. Mary's College of California, Moraga, CA.
Rosalinda, also known as Rosie, has gained knowledge and experience from providing clients with accounting services, including bookkeeping and payroll.
Her ability to speak fluent Spanish is also an added plus to the firm. Su habilidad de hablar español es una gran adición a la compañía.
I really enjoy living in Chico and its proximity to the great outdoors. My husband and I love to take advantage of all the natural beauty of this region by visiting parks and campgrounds in search of waterfalls and wildlife. At home, we like to relax and enjoy the company of our various pets.
DONNA BARON, Bookkeeper
Donna has worked in her field for more than 30 years . Since she lives in the Upper Ridge area, she remains our key representative to the Paradise/Magalia area.
Working with a variety of clients, Donna handles their diverse needs with a skill that comes only from years of experience.
I live in the mountains and have a Jeep CJ-7, which I love to drive on the back roads! I enjoy landscaping my house with the natural vegetation around me - it brings the woods closer to home. I have an extensive and fantastic family that makes frequent get-togethers a lot of fun. One of my other passions is decorating for Christmas with elaborate displays, some of which can take months of planning and preparation. I also enjoy going to my grandchildren’s basketball and baseball games.
DIANE HOFF, Office Manager
Since Diane really enjoys helping people - she is in the right place! She is usually the person who greets you over the telephone or at the front counter. Diane gives each client individual attention, whether it's delivering a tax return, going over an IRS notice, making an appointment, giving directions, or getting them a cup of coffee.
In addition to taking care of our clients, Diane's experience of over 30 years ensures the office runs smoothly and professionally. Her abilities in designing graphic art projects and web research truly enhance her position.
To keep her administrative skills current, Diane is a member of the International Association of Administrative Professionals. She has been a member of this organization for over 25 years.
I love to take trips with my family or friends. I enjoy a trip to a beach, a relaxing spa retreat, a hike in the forest, and, of course, shopping! Reading is also a passion of mine and my husband and I enjoy going to the Chico Library. I also enjoy relaxing with a fun computer game!