Lisa Margaret Martin

Lisa Margaret is responsible for providing customized solutions to the firm’s retirement plan clients, including plan design, implementation, ongoing plan administration, corrections, and plan termination for all plan types including 401(k) plans, profit sharing plans, money purchase pension plans, collectively bargained multi-employer (union) plans, 457(b) and (f) plans for governmental and tax-exempt entities, 403(b) plans […]

Krista Stack

As a Senior Manager, Krista is a responsible for reviewing tax returns and managing tax engagements ensuring compliance with applicable tax law, and client satisfaction, within time and budgetary constraints. She leads complex tax engagements, manages staff workflows and deliverables, oversees the preparation of complex tax returns and provides tax research and planning services. Krista […]

Bridget Bush

As a Senior Manager, Bridget is responsible for meeting the tax service needs of clients, including assisting with tax compliance filings and consulting to offer advice and solutions to other tax matters. Her focus area is nonprofit organization tax and she provides tax services to public charities, private foundations, and other 501(c) organizations, including social […]

Tamara Buck

As a Tax Senior Manager for the Construction & Real Estate industry, Tamara Buck leads complex tax engagements, manages staff workflows and deliverables, develops internal talent, oversees the preparation of complex tax returns and provides tax research and planning services to a diverse client base. Tamara has deep industry experience, working in both private industry […]

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 […]

Tami Stevens

As an Accounting Operations Manager for CSC, she is responsible for the overall engagement quality and performance of the services provided to individual clients. To see Tami’s bio, please visit our Clark Schaefer Consulting website. 

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.  To see Todd’s bio, please visit our Clark Schaefer Consulting website. 

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). […]

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 […]

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