Jorstad Incorporated was formed in 1985 to serve the income tax and financial needs of small to medium sized businesses with specialized expertise in the entertainment, real estate, legal, medical and personal service industries.
Timothy J Jorstad, CPA/MBA began his career in public accounting in 1975 with a large, international public accounting firm, now KPMG. After completing the required two years of auditing experience and becoming certified in 1978, Tim began specializing in the area of income tax law, graduating in 1980 from Golden Gate University with a Masters degree in tax law. Tim has served as a receiver for the Superior Courts of San Francisco, Marin and Mendocino counties. He has qualified as an expert witness and he has testified in excess of fifty times in judicial and jury trials on issues concerning business and contract disputes; lost income claims and family law property settlement and support matters. Tim was the executive vice president and director of a large land development and home building company for two years in the early 1980's. Tim was a founding shareholder and chairman of Business Bancorp (BZBC), a $750 million asset, state chartered bank headquartered in San Rafael, CA which was sold to Union Bank of California in January 2004. Tim is founder and chairman of Atlantic Pacific Bank, a state chartered bank headquartered in Santa Rosa, California which opened July 2006.
John H. Kirk, Jr., CPA/MA Tax joined the firm on January 1, 1999 as an income tax manager. John is a graduate of the University of California, Santa Barbara in business economics with an accounting emphasis. John worked as an accountant for Headlands Mortgage in Marin County for three years before joining the audit staff of Price Waterhouse Coopers LLP. John left his employment with Price Waterhouse Coopers as an senior associate to begin his master degree in tax law program at Golden Gate University in San Francisco which he completed in 2000.
Radoslav Simeonov, MBA - Taxation joined the firm on July 1, 2002 as an income tax specialist. Rado is a graduate of University of Denver Graduate School of Taxation in 1996 and Concord College, West Virginia with a degree in Business Administration in Accounting in 1995. Rado worked as an income tax specialist at two local CPA firms as well as working as a senior tax associate of Price Waterhouse Coopers LLP in San Francisco from 1996 through 1998. Rado is fluent in several languages including English, German, Russian and Bulgarian.
Gaylene De Bisschop, Tax Specialist, joined the firm in 1989. Gaylene works closely with individual and corporate clients during the preparation of their annual income tax returns. In addition, Gaylene has indepth experience in accounting system set up, financial statement design and review and payroll tax withholding and reporting issues.
Nance Dunev, Full Charge Bookkeeper, joined the firm in 1987 and currently travels from her home in Spain during the firm's tax season. Nance works closely with individual and corporate clients during the preparation of their annual income tax returns. In addition, Nance has indepth experience in accounting system set up, financial statement design and review and payroll tax withholding and reporting issues.
Nancy Mallonee, CPA, Manager of Business Management Services, joined the firm in 2006 after a twenty two year career as chief financial officer of Grateful Dead Productions, Inc. Nancy supervises the services provided to our business management and entertainment clients including bill payment, cash management, insurance, accounting and royalty administration.
Liz Sykes, Bookkeeper, joined the firm in July 2004 to provide bookkeeping and business management services to a number of the firm's entertainment clients.
Ratna Ross, MBA , joined the firm in May 2005 to provide bookkeeping and business management services to a number of the firm's entertainment clients. Ratna received her MBA from Golden Gate University in 1994 with an emphasis on International Management. Ratna also has degrees in Business and Accounting from Utah State University in 1988.
Deborah J. Jorstad, co-owner and office manager of Jorstad Incorporated, is responsible for all of the firm's internal accounting including client billing, accounts receivable, bill paying and general office administration. She has been with the firm from its inception. Deborah began her career in 1973 with a large, international public accounting firm working in that firm's internal accounting department in charge of client billing.
Steven P. Miller, CPA, is an income tax specialist with over twelve years of experience with public accounting firms including Deloitte Touche, BDO Seidman and KPMG Peat Marwick as well as his own firm. Steven is enrolled in Golden Gate University's MBA program in taxation. Steven affiliates with Jorstad Incorporated and works closely with its clients and staff on income tax return preparation, tax research and tax compliance matters.
We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success.
We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.