David A. Johnson
As a Senior Tax Manager, General Tax, David Johnson handles tax planning, compliance management, and tax research for clients in industries such as construction and real estate. He has experience with complex pass-through entity returns and tiered partnerships. David works with his clients to execute tax planning strategies that minimize and efficiently reduce their tax […]
Melissa Montag
Melissa specializes in working with middle-market, family owned businesses across all service lines and high-net-worth individuals. She prioritizes relationship building, serving family needs, and proactive service through active listening. As a Senior Manager in CSH’s Tax department, Melissa is responsible for tax compliance and consulting for various industries, including construction and real estate, manufacturing and […]
Diana Mitchell
Diana joined Clark Schaefer Hackett in October 2022. As a Senior Manager with 25 years of professional experience, Diana has a broad range of knowledge that allows her to advise clients on a variety of issues and transactions they may encounter when making financial and business decisions. She provides tax compliance, planning, and advisory services […]
Todd Dorcheff
Todd is an accomplished technical manager with decades of experience ranging across industry verticals such as retail, financial, insurance and real estate; and across disciplines such as data, software development, security and management. Known for his excellent interpersonal and facilitation skills, Todd is always a welcome collaborator who can combine technical and analytical skills with […]
David Albrecht
David Albrecht is a tax controversy specialist with over 20 years experience. He handles federal and state tax controversies, representing individual and business clients at various stages of their controversy. Earlier in his career, David was recruited from a professional financial services firm to work in the Criminal Division of the Internal Revenue Service (IRS). […]
Anthony (AJ) Lewis
A.J. Lewis provides tax compliance, consulting, and advisory services for healthcare, professional services, and distribution companies, along with privately held family businesses. A.J. specializes in research, planning, compliance, consultation, and advisory support. A.J. prides himself on his prompt attention to client needs, personal service, and the expertise and experience he has to get the job […]
Debbie Gray
Andrew Sizemore, CPA
Andrew is a Senior Manager with professional experience in accounting, external audit, regulatory compliance, internal controls, financial analysis, financial reporting, risk assessments, IT assessments, and third-party risk management. Andrew has performed assurance and consulting services in financial services, as well as many other industries. Andrew has an extensive background in reviewing, understanding, documenting, assessing, testing, […]
Julie Altherr, CPA
Julie Altherr leads CSH’s Outsourced Accounting Group, working with clients that manage their own accounting systems to help them maximize the potential of their systems and review their financials. Working across industries and drawing on her experiences in healthcare, manufacturing, financial services, service and nonprofit industries, Julie serves primarily small to mid-sized companies. Julie also […]
John Marcum, CPA
John works primarily as a strategist for corporate and individual taxes. He specializes in the healthcare and agriculture industries, where he serves as a trusted advisor for business, tax and human resource matters. John is especially adept at coordinating reorganizations for succession planning and transfers in the agriculture industry and handling mergers and acquisitions. He […]