OUR TEAM

JOHN T. IACOPI, CPA/ABV, CVA, CBA
Shareholder/Principal
jiacopi@iacopi.com
209-957-3691 ext.319

JOHN T. IACOPI, born Los Banos, California. He is a graduate of Armstrong University, 1972, with Magna Cum Laude Honors. He holds the following credentials:

Certified Public Accountant
Accredited Business Valuator
Certified Business Appraiser
Certified Valuation Analyst

His area of emphasis consists of business appraisals/valuation, litigation support services, marital dissolution accounting, business Buy/Sell Agreement reviews and forensic accounting, exit planning, mergers and acquisitions of businesses and business counseling. In addition, Mr. Iacopi also provides all phases of corporate and individual tax planning and preparation, crisis management and general management advisory services (including business sales and purchases), financial planning, business settlements and strategic planning.

Mr. Iacopi is a member of American Institute of Certified Public Accountants; California Society of Certified Public Accountants, Institute of Certified Business Counselors, Institute of Business Appraisers, National Association of Certified Valuation Analysts.

He has been published in Economou vs. Economou, 223 C.A.3d 76, 91 (August 1990); Journal of Accountancy, May 1994; and Practical Accountant, November, 1993. Mr. Iacopi has self published three books. Talkline, Business Thoughts for 1998 and Successful Thoughts. Please contact his Administrative Assistant, Stacey Rey, for a complimentary copy of these texts which may provide you with an insight as to Mr. Iacopi’s business practices and principles.

Hobbies of Mr. Iacopi include art and book collecting and outdoor sports.

My Mission:
" The package I offer to my clients goes like this: I am driven, focused and dedicated. I stay current in the profession. I am creative and committed... goal oriented and optimistic. I work hard with smart people to accomplish your goals on any detail-oriented project assigned to me. I am committed to client service. I am a compulsive, detail-oriented project manager/editor on business projects such as valuation, estate planning and business sale projects. I perform competently and with a personality... not with an attitude. I make each day count. I have fun. I will go the extra mile for you... no 8-5 hours for me."

My Service Philosophy:

"Make your services each and every day a masterpiece... rendering perfect service and the very best advice to your clients. Get in there and flood the clients with service... make them know you are there for them."

John T. Iacopi

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SUSAN H. LENZ, CPA
Shareholder/Principal
slenz@iacopi.com
209-957-3691 ext.305

SUSAN HENDERSON LENZ, born Stockton, California, licensed as a CPA in September, 1982. She has been a principal in the firm of IACOPI, LENZ & COMPANY since November, 1982. Education: San Joaquin Delta College (with Honors), (A.A., 1975), Humphrey's College (with Honors), (B.S., 1978).

Ms. Lenz is a member of the American Institute of Certified Public Accountants and California Society of Certified Public Accountants.

Susan's professional experience includes business consulting, tax and business planning, business valuation services, management advisory services, estate planning and all phases of business accounting and financial statement preparation. She has extensive experience in representing taxpayers before the IRS and in accounting for the transactions and estate tax return preparation of complex estates.

The clients she serves represent a wide variety of industries, including medical professionals, retail and wholesale organizations, agriculture, construction and other professionals.

Her commitment to the community include serving donating her time toward charitable organizations and educational endeavors.

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MICHAEL S. BUTLER, CPA
Principal
mbutler@iacopi.com
209-957-3691 ext.324

MICHAEL S. BUTLER, born in Yuba City, California, licensed as a CPA on July 25, 1980. Education: Golden Gate University, (Master of Business Administration in Taxation, 1985; California State University, Chico, B.A., 1977). Mike joined the firm in 1980. He has also served as Chief Financial Officer of a real estate development company. Mike's areas of emphasis are all areas of taxation and planning for small businesses, professionals, individuals, non-profits, and estate and gift taxation. Member of the Stockton Golf and Country Club.

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MICHAEL D. LUIS, CPA
Principal
mluis@iacopi.com
209-957-3691 ext.306

MICHAEL D. LUIS, born in Modesto, California, licensed as a CPA on November 30, 1979. Education: Golden Gate University (Masters in Taxation, 1983); California State University, Stanislaus (Cum Laude honors) (B.A., Concentration in Accounting, 1977).

Mike is a member of the American Institute of Certified Public Accountants and California Society of Certified Public Accountants. He joined the firm in 1991 bringing with him over fourteen years of national CPA firm experience. He possesses a strong background in tax planning, preparation and consulting for individuals and businesses; estate, gift and business planning; and financial analysis.

Mike has been a part-time instructor of accounting and taxation classes at California State University, Stanislaus, as well as a lecturer to various business organizations.

Mike's community involvement includes Stockton Delta Rotary (past President); Miss San Joaquin County Scholarship Program (Treasurer/Director); Stockton's 49er Council of Boy Scouts of America (past Treasurer); and Stockton Youth Leadership Organization (past member of Steering Committee).

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JAMES J. ACOSTA, CPA
Senior Manager
jacosta@iacopi.com
209-957-3691 ext.317

JAMES J. ACOSTA, born Stockton, California, licensed as a CPA on January 28, 1983. Education: Golden Gate University, (Master of Business Administration in Taxation, 1985); University of Santa Clara (B.A., 1980).

Jim is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. He joined the firm in 1987 and serves the firm as a Senior Manager.

Jim's practice emphasizes income tax planning and preparation for individuals, partnerships, corporations, estates and trusts, and also offers business consulting and financial statement preparation.

Community involvement includes St. Joseph’s Foundation (Chairman), St. Mary’s High School Foundation (Trustee), Annunciation School Advisory Council (President), Ed Sprague’s Gold Medal Inc (Treasurer), Hoover Tyler Little League (Treasurer), and Seeds to the World (Board member).

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PAUL M. FRAGO, CPA
Senior Manager
pfrago@iacopi.com
209-957-3691 ext.309

PAULA M. FRAGO, born in Merced, California, licensed as a CPA on June 8, 1984. Education: California State University, Stanislaus (Summa Cum Laude honors) (B.A., 1982).

Paula serves as a senior manager. She joined the firm in August, 1984, bringing with her seven years of public accounting experience with a local CPA firm in Turlock. Her practice emphasizes corporation, partnership, individual, fiduciary, estate and gift tax planning and preparation services. She offers business accounting and consulting services as well as computer consulting. She has served a variety of business enterprises, including: real estate developers, construction contractors, farmers, professionals, manufacturers and restaurants. She has a broad range of experience with business and individuals related to all phases of financial services.

Paula is a member of American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. Locally, she is a member of Stockton Women's Network.

Community involvement includes serving on the Board of Directors for various organizations. She was recently appointed to the Oak Valley Community Bank Business Advisory Board. She also serves as Treasurer for the Stockton Public Schools Foundation, Quail Lakes Neighborhood Association and Stagg High School Athletic Booster Club. She has previously served as a committee member of Stockton Unified School District's citizen's oversite committee for bond spending, President of the Central Valley Council of Camp Fire Boys and Girls, founder and President of the Hazelton A.C.T. Team Booster Club, Treasurer of John Tyler School PTA, and Parent Representative for the Quail Lakes Swim Team.

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TAMI K. HORITA LOUIE, CPA
Senior Manager
tlouie@iacopi.com
209-957-3691 ext.314

TAMI K. HORITA LOUIE, born Stockton, California, licensed as a CPA on January 27, 1984. Education: San Diego State University (B.S., 1979). She also holds a credential as a Certified Financial Planner™ licensee.

Tami is a member of American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. She joined the firm in 1990 and focuses on all phases of tax planning, tax preparation, business accounting, financial statement preparation and audits of qualified retirement plans.

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CONSTANCE D. LOGAN, CPA, JD
Senior Tax Manager
clogan@iacopi.com
209-957-3691 ext.320

CONSTANCE D. LOGAN, born Stockton, California, licensed as a CPA July 31, 1981; licensed as an Attorney November 16, 2005. Education: California State University, Chico (B.A. 1969); Golden Gate University (M.S. Tax 1986); University of the Pacific McGeorge School of Law (J.D. 2004).

Constance joined the firm in 1988 after working as an IRS Agent and in private practice. In 2005, she took a sabbatical from the firm and worked as a Law Clerk for a Judge on the Ninth Circuit Court of Appeals. Her practice covers all aspects of taxation but emphasizes partnerships, S Corporations, estate and gift planning, tax exempt organizations, and representation before the IRS and California tax authorities. She also participates in Collaborative Divorce as a Financial Specialist.

Constance is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. She currently serves on the IRS Commissioner’s Information Reporting Advisory Committee

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KATHY L. MORRIS-MARR, CPA
Senior Staff
kmarr@iacopi.com
209-957-3691 ext.318

KATHY L. MORRIS-MARR, born Tracy, California, licensed as a CPA on November 18, 1988. Education: University of the Pacific (B.S. 1985).

Kathy is a member of American Institute of Certified Public Accountants and California Society of Certified Public Accountants. She joined the firm in 1985 and places her emphasis on small business accounting and financial statement preparation in addition to individual partnership and corporate tax return preparation.

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KATHLEEN M. SOLARI, CPA
Senior Staff
ksolari@iacopi.com
209-957-3691 ext.311

KATHLEEN M. SOLARI, born Stockton, California, licensed as a CPA on October 7, 1988. Education: California State University Stanislaus, (B.A. 1985).

Kathleen is a member of the American Institute of Certified Public Accountants and California Society of Certified Public Accountants. She joined the firm in 1985 and serves as a Senior Accountant. Her practice emphasis is on business accounting/consulting and estate planning in addition to tax return preparation for individuals, partnership, corporations, estates and trusts. Kathleen also holds an Estate Planning Certificate from the California CPA Education Foundation.

Kathleen is a past recipient of the “Susan B. Anthony Women of Achievement Award for Community Service”. Her community service includes holding President and/or financial board positions with Lincoln Council Parent Teacher Association, Brookside School PTA, Stockton Chapter of Omega Nu, American Association of University Women and committees of The Haggin Museum. In addition to being a former Trustee on The Haggin Museum board, her other community involvement includes Special Events for Stockton Women's Network, American Diabetes Association, Junior Achievement, United Cerebral Palsy and American Heart Association.

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KATHY J. HUFF, CPA
Professional Staff
khuff@iacopi.com
209-957-3691 ext.318

KATHY J. HUFF, born Stockton, California, licensed as a CPA on January 20, 1995. Education: California State University, Sacramento (B.S. Accounting, 1991), Golden Gate University (M.S. Electronic Commerce, 2005).

Kathy is a member of California Society of Certified Public Accountants. Kathy joined the firm in 1989 bringing with her seven years of experience with a local CPA firm. She offers services in small business accounting, financial statement preparation, and tax return preparation for individuals, partnerships and corporations.

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JAMES H. LaFOREST, CPA
Audit Manager
jlaforest@iacopi.com
209-957-3691 ext.310

JAMES H. LaFOREST, born in Ventura, California, licensed as a CPA in both California and Nevada. Education: University of Nevada, Las Vegas (B.S. 1991).

James is a member of the American Institute of Certified Public Accountants, the California Society of Certified Public Accountants, and the National Association of Certified Valuation Analysts.

James began his career in Nevada where he was a Senior Manager with a large regional firm specializing in auditing and review services for small to large businesses and local governments. After seven years experience, he joined our firm in 1998.

His area of emphasis consists of audit and review services, business valuation, litigation support services, marital dissolution, due diligence and forensic accounting. James also provides both individual and business tax services. James is a Senior Valuation Associate and serves on the firm's Quality Control Team and as the compliance reviewer for firm financial statement services.

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REVO SOMERSILLE, CPA
Staff Accountant
rsomersille@iacopi.com
209-957-3691 ext.315

REVO SOMERSILLE, born in Brooklyn, New York, licensed as a CPA on January 31, 1998. Education: Montana State University (B.S. 1994).

Revo joined the firm in 1998 after three years in Nevada where he was a Senior Accountant with a large regional firm specializing in auditing services for small to large businesses, non-profit organizations and local governments.

His area of emphasis includes audit and review services for businesses and non-profit organizations, financial statement preparation and tax planning and preparation for individuals, partnerships and corporations.

Revo is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. His past community service included Big Brothers Big Sisters of San Joaquin County (Treasurer 1998-2001).

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SUNNY Y. WILLIAMS, CPA
Staff Accountant
swilliams@iacopi.com
209-957-3691 ext.312

SUNNY Y. WILLIAMS, born in South Korea, licensed as a CPA in August 2002. Education: Univ. of Calif., Davis (B.S. 1993).

Sunny joined our firm in July 2002 and has been in public accounting since 1999. She is a member of AICPA.

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DINA P. MARASIGAN, CPA
Professional Staff
dmarasigan@iacopi.com
209-957-3691 ext.328

DINA P. MARASIGAN, born Stockton, California, licensed as a CPA on August 1, 2002. Education: San Jose State University (B.S. 1996).

Dina is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants.

Dina joined our firm in 1996, her areas of emphasis include personal and business financial statement preparation, tax planning and preparation, and audit services. She is also a member of the firm’s Quality Control Team.

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LOUIS B. MACHADO, CPA
Professional Staff
lmachado@iacopi.com
209-957-3691 ext.313

Louis is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants.

Louis joined the Firm in 2004 after four years working at a large regional accounting firm where he was a Senior Accountant with areas of emphasis on compilations, reviews, audits, tax planning and preparation for individuals, partnerships, and corporations.

Louis is also bilingual. He speaks both English and Portuguese.

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AMBER HIBBS BELL, CPA
Professional Staff
abell@iacopi.com
209-957-3691 ext.322

AMBER HIBBS BELL, born in Merced, California, licensed as a CPA on October 8, 2003. Education: Concordia University, Irvine (cum laude, B.A. 2001 Emphasis in Accounting).

Amber is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants.

Amber joined the firm in 2006 bringing with her 5 years of tax, audit, and bookkeeping experience from a local valley firm. Her emphasis is in small business accounting and financial statement preparation in addition to individual, partnership, and corporate tax returns.

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MYRA GARCIA
Professional Staff
mgarcia@iacopi.com
209-957-3691 ext.326

MYRA GARCIA, born Modesto, California, licensed as a CPA on February 5, 2009. Education: University of the Pacific (B.S. 2006); Golden Gate University (M.S. Taxation - In Progress)

Myra is a member of the American Institute of Certified Public Accountants and California Society of Certified Public Accountants. She joined the firm in 2007 and places her emphasis on small business accounting and financial statement preparation in addition to individual, partnership, and corporate tax return preparation. She is bilingual (English/Spanish).

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SHELLEY CRIVELLO, E.A.
Bookkeeper
scrivello@iacopi.com
209-957-3691 ext.316

SHELLEY CRIVELLO, born in Rio Vista, California, joined our firm in 1990.

Shelley became an Enrolled Agent in 2005 and prepares individual, partnership and corporate income tax returns. She also provides QuickBooks support and bookkeeping assistance to our clients.

Shelley is an Advanced Certified ProAdvisor for Quickbooks.

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PATRICIA MELTON
pmelton@iacopi.com
209-957-3691 ext. 327

Patricia Melton, born in Oakland California, joined our firm in 2003. Education: San Joaquin Delta College (A.A. 1993), University of the Pacific, (B.A. with Minor in Business, 1997), California State University, Stanislaus (additional coursework in accounting).

Patricia provides QuickBooks support and bookkeeping assistance to our clients. Patricia is a Certified ProAdvisor for QuickBooks.”

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STACEY REY
sarey@iacopi.com
209-957-3691 ext. 302

Stacey Rey joined the firm on February 11, 1985. You can call Stacey regarding accounts payable and can look forward to meeting with her during your tax return consult.

Stacey is an Administrative Assistant and can assist scheduling appointments for John Iacopi, Susan Lenz and Mike Butler and should you need any other assistance, please do not hesitate to contact her.

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MARY URMAN
murman@iacopi.com
209-957-3691 ext. 323

Mary Urman joined our firm in 1987. She is the Administrative Assistant to Susan Lenz, Mike Butler, Tami Louie, Kathy Marr, Paula Frago, Louie Machado, Connie Logan.

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MARGERY SANTOS
msantos@iacopi.com
209-957-3691 ext. 304

Margery Santos joined the staff in June 2005 as an Administrative Assistant to Mike Luis, Jim Acosta, Patricia Melton, James LaForest, Tom Lenz, Shelley Crivello, Revo Sommersille, Kathleen Solari, Kathy Huff, Sunny Williams, Myra Garcia and Amber Bell.

She has a background of over 25 years experience working at financial institutions.

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TOM LENZ
tlenz@iacopi.com
209-957-3691 ext. 325

H. Tom Lenz, Born in Stockton, California.

Education: California State University at Chico (B.A. 1982)

Tom joined the firm as the business manager in 1986. He is a Real Estate Broker.

Tom is a member of the Board of Trustees of the Haggin Museum