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Lori Cupit

Administrative Assistant

Lori is the heart and soul of our downstairs administration team.  Lori assists both clients and staff and ensures a smooth running office year round.

Heather Bacan


Heather is the newest member to the team and you'll find her busy as our receptionist, fielding calls and greeting clients.  Contact Heather with your name, address, or other information changes. Heather keeps our client files and records up to date, helps with tax return assembly, and signs out returns as they are picked up at the office.


Angie Cherry

Client Services/Tax Season

Every January through April 15, Angie can be found working in the front office at the firm. Married to Managing Partner, Keith Cherry, Angie is a great asset to the firm all year, but especially during our busy tax season.



Debbie Ristau

Website Manager

Debbie is the wife of founding partner, David Ristau, and our website manager.  Please contact Debbie with questions, concerns, or suggestions to improve this site.  




101 College Ave., Ste.1,   Modesto,   CA   95350
Phone: (209) 521-1376      Fax: (209) 521-0658