Profiles
Laura Allison
Senior Consultant
With SBS since: 1991
Experience: Cost Accountant in the accessories industry and retail management
Specialties: Laura works with SBS' larger clients in the role of Controller and QuickBooks Systems Design and Implementation Consultant. Laura is proficient in multiple states sales tax returns and property tax preparation and appeals. Laura specializes in the retail/wholesale, hospitality, real estate and sales industries.
Melissa Clark
Taxation & Payroll Administrator
With SBS since: 2011
Experience: Melissa holds a Bachelor of Business Administration in Finance.
Specialties: She specializes in processing payroll for weekly, bi-weekly, monthly, and semi-monthly Payroll Plus clients. Melissa also assists the tax department in tracking, compiling, and filing tax returns.
Dolly Evans, EA, ABA, ATA, ATP
Senior Tax Consultant
Experience: Founder and President/CEO of Small Business Services and Prolease, Inc.
Specialties: Dolly provides tax planning and preparation for mid-sized companies, in addition to specific issue consultation, partner issues, and review of returns.
Jess Evans
IT Administrator
With SBS since: 2007
Specialties: Remote access; File transfer process; Network administration; training, Security, New technology research and computer clean-up for clients.
Veronica Gomez
SBM Consultant
With SBS since: 2011
Experience: Over 16 years experience in bookkeeping, inventory control and administration for a variety of businesses.
Specialties: Veronica is a small business manager for a variety of clients, providing full-charge bookkeeping, organizational systems, cash-flow and business management services.
Deborah heard
Financial Manager
With SBS since: 2011
Experience: Deborah has 14 years of accounting and financial management experience.
Specialties: Her focus is on operational cash flow and business management. Deborah also provides full-charge bookkeeping, Human Resources and is a part of the Payroll processing team.
Tricia James, MBA, ABA
Senior Consultant
With SBS since: 1999
Specialties: Tricia works with SBS mid-sized companies in the role of Controller and QuickBooks Systems Design, Implementation and Training Consultant. Tricia is proficient in the areas of workers compensation, retirement plan administration and pre-tax employee benefits, as well as budgets and subsidiary spreadsheet reporting.
Rex Lindeman, CPA, CFP
Senior Tax Consultant
With SBS since: 2001
Experience: Rex holds a J.D. degree and worked with clients in a law practice specializing in tax controversy for four years. Rex was promoted to Senior Manager at Arthur Anderson, spending eight years on the firm staff.
Specialties: Rex works with SBS's larger clients on complex tax planning and structuring issues in addition to tax preparation, tax controversy and financial and estate planning.
Kelly Locklear, EA
Junior Tax Consultant
With SBS since: 2002
Experience: Tax Assistant at SBS and multiple office management positions
Specialties: Tax preparation for small businesses and individuals, in addition to income tax representation, planning and tax strategy services.
Mari Mandes
SBM Consultant
With SBS since: 2008
Experience: Accounting for high net-worth individuals.
Specialties: Mari is a small business manager for a variety of clients, providing full-charge bookkeeping, organizational systems, cash-flow and business management services.
Caitlin Thiel
Marketing Associate & Office Coordinator
With SBS Since: 2011
Experience: Caitlin holds a Bachelor of Science in Architecture. Previously, she revamped the social media plan for The Georgia Trust for Historic Preservation.
Specialties: With a focus on social media marketing and website maintenance, Caitlin is also the general office contact.