Our Team

We love what we do. Get to know us.

close-up of a leather office chair

Our Team

We love what we do. Get to know us.

WE ARE CPAS, ENROLLED AGENTS, ACCOUNTANTS, STRATEGISTS, AND CONFIDANTES

We are here for you when you need us—experienced and caring with deep knowledge and a range of specialized expertise. Our only interest is servicing your needs. And the real magic happens when we match our deep knowledge with your unique needs.

Heidi M. Johnson Bixby, CFP®

Heidi M. Johnson Bixby, CFP®

Owner

Leslie M. Currie

Leslie M. Currie

CPA

Micci J. Susott

Micci J. Susott

CPA

Randy Sprenger

Randy Sprenger

Enrolled Agent & Tax Preparer

John Caton

John Caton

CPA

Becky Salsburg, CFP®

Becky Salsburg, CFP®

Enrolled Agent & Tax Preparer

Meg Johnson, CFP®

Meg Johnson, CFP®

Enrolled Agent & Tax Preparer

Jonathan Larson

Jonathan Larson

Enrolled Agent & Staff Accountant

Tessa Rose

Tessa Rose

Staff Accountant

Jo Ann Foor

Jo Ann Foor

Tax Preparer

Megan Dixon

Megan Dixon

Business Manager

Alisha Glidden

Alisha Glidden

Operations Manager

Michelle Bower

Michelle Bower

Client Services Specialist

Kate McMullan

Kate McMullan

Client Services

Brittney Welsh

Brittney Welsh

Business Systems Administrator

Paula Lee

Paula Lee

Director, Talent & Culture

Cynthia Boman Thompson, MS, CFP®

Cynthia Boman Thompson, MS, CFP®

COO / CFO

Rachel Gorretta

Rachel Gorretta

Marketing & Communications Director

Vivian Le Cousins

Vivian Le Cousins

Internal Senior Accountant

Jeanne Kojis

Jeanne Kojis

Director of Nonprofit Resources

Jim Scott

Jim Scott

Facilities & Maintenance Manager

Being Certified

Our team of professionals has earned some of the most recognizable credentials in the industry. We stay abreast of trends, laws, and developments with ongoing continuing education. ITS is committed to life-long learning and the continual enhancements of our skills in order to better serve you, our valued clients.

Questions & Answers

What is a Certified Public Accountant?

The Certified Public Accountant, (CPA) credential is a license issued by one of the 55 states or territories of the U.S. that authorizes the holder to practice as a CPA in that jurisdiction. Licensing of CPAs helps to protect the public interest because only those individuals who have met prescribed requirements are permitted to identify themselves to the public as CPAs. In order to become a CPA a candidate must have the following:

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Education – A CPA must have a minimum of a Bachelor’s degree with a major or concentration in accounting before they qualify to take the CPA exam. Exam – The Uniform CPA Examination is a professional licensing examination used by all state accountancy boards to ensure CPA applicants possess at least a threshold mastery of technical knowledge needed to enter the CPA profession.

The exam is made up of four sections with each part being four hours long:

  1. Auditing and Attestation
  2. Business Environment and Concepts
  3. Financial Accounting and Reporting
  4. Regulation (including tax)

Experience – Qualifying experience must be obtained through working for a public accounting firm and/or employment in industry or government for a minimum of 12 months. The candidate’s experience must then be verified by a licensed CPA. Once a person becomes a CPA, they must renew their license every 3 years and show proof of 120 hours of board approved continuing education including a state ethics course.

What is an Enrolled Agent?

An Enrolled Agent (EA) is a federally-licensed tax professional who specializes in taxation and has unlimited rights to represent taxpayers before the Internal Revenue Service. Enrolled Agents have demonstrated technical expertise in taxation and IRS practices & procedures. To earn the Enrolled Agent designation, candidates must pass a comprehensive examination covering Federal taxation and IRS representation, practices & procedures or through experience as an IRS employee. They must also pass a tax compliance check to ensure they have filed all necessary tax returns and paid all tax liabilities.

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Our tax professionals have earned the privilege of using the enrolled agent designation and meet the following standards:

  • Education – The IRS requires Enrolled Agents to complete 72 hours of continuing education on Federal tax topics every three years to maintain their licenses.
  • Ethics – Enrolled Agents must adhere to US Treasury Department Circular No. 230, which governs practice before the Internal Revenue Service. Also, Enrolled Agents are required to obtain continuing education credits in Ethics every year.

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