Our Team

Daniel Staszak

Daniel Staszak

CPA, MS (Tax)

Dan began his career in public accounting in 1986 with Tollefson Neal & Company. In 1988, he joined a large local CPA firm in Folsom and in 1994 advanced to partner. A CPA since 1989, Dan handled tax planning and business advisory services for the firm’s business and individual clients. His experience includes working as contract CFO for companies in the manufacturing and health services industries. He is a graduate of California State University, Chico and received his Master’s in Taxation from Golden Gate University in June, 1993. He has been an instructor for UC Davis Extension since 2006 teaching in the accounting and CFP program. He also serves on the Board of the El Dorado Community Foundation. Dan founded Staszak & Company, Inc. CPA’s in September, 2011.


Brian Winger

Brian Winger

CPA, MS (Tax)

Brian has over thirty years of public accounting experience working with small and medium-sized companies primarily in the fields of contracting, restaurant and hospitality, retail and wholesale, manufacturing and professional services. Brian graduated with honors from California State University, Sacramento in 1982 and earned his Master’s in Taxation from Golden Gate University in December, 1990. During Brian’s career he was a tax manager and partner at a large local CPA firm. For twenty years he was the owner of Brian K. Winger CPA, a full-service local CPA firm. Brian has extensive experience working with contracting clients working closely with owners on short and long range strategic business and tax planning, budget development and cost accounting assistance. Brian is a member of the American Institute of Certified Public Accountants and the California Society of CPAs.


Jill Swan

Jill Swan

CPA

Jill has over twenty-five years of accounting experience in a variety of roles in both public accounting and private industry. Her experience includes working for a national CPA firm in Seattle, Washington as well as working with local public accounting firms. Her background includes working for a company providing accounting and business planning services for professional athletes. Over the years she has also served as contract controller/CFO for clients. At Staszak & Company, she specializes in accounting and tax matters for businesses in a variety of industries including construction, manufacturing, professional services and healthcare. She is a graduate of California State University, Stanislaus and received her CPA license in 1990. Jill is a member of the American Institute of Certified Public Accountants.


Michele Flores

Michele Flores

CPA

Michele is a graduate of Santa Clara University and has ten years of experience primarily in local public accounting. She specializes in accounting and tax matters for business and individual clients. Michele also handles accounting and tax issues for estate and trust clients. Michele received her CPA license in 2010 and is also a QuickBooks Pro Advisor.


Loni Welch

Loni Welch

CPA, JD, MS (Tax)

Loni joined our practice in 2013 after working for five years with a local CPA firm. Loni was promoted to Tax Manager in 2016. She is involved in the planning, supervising and reviewing of tax engagements for individuals, businesses, estates and trusts. Loni handles tax preparation and planning for clients with multi-state reporting and foreign tax reporting issues. Loni graduated from the University of the Pacific with honors and the McGeorge School of Law. She received her CPA license in 2011 and passed the California State Bar Exam in 2013. In December of 2017 she completed the MS Taxation program at Golden Gate University with an emphasis in foreign taxation.


Jim Wells

Jim Wells

CPA

Jim brings over forty years of public accounting experience as both a partner in a regional CPA firm and as the owner of his own practice. Jim brings a wealth of knowledge and experience in accounting and tax planning for business and individual clients. He has written tax seminars for agricultural and related industries and provided in-house training for a large Midwest CPA firm on various tax related issues. Jim specializes in real estate, agriculture, construction and retail accounting and tax issues.


Matthew Winger

Matthew Winger

Matt graduated from California State University, Sacramento in 2012 with a degree in finance and joined the firm in January, 2013 as a staff accountant. Matt is a CPA candidate. He works primarily on review engagements for clients in a variety of industries.


Mei Lei

Mei Lei

Mei graduated with honors from UC Davis with a degree in Economics. A CPA candidate, Mei works with our business clients handling a variety of accounting and tax preparation engagements. Her business clients include healthcare, manufacturing, professional services and contractors. Mei joined our firm in December, 2015.


Vicky Brown

Vicky Brown

Content Coming Soon!


Erica Fullmer

Erica Fullmer

Erica joined Staszak & Company in 2014 as our front desk coordinator. Erica brings with her over fifteen years of extensive experience in customer service and administration to executive level professionals. Not only is Erica the “voice” of Staszak & Company, she also plays a vital role in client relations-billing and payments, scheduling appointments and numerous other office tasks.

Erica attended American River College and holds a CA Notary Public License.