David Auer
Founder / CPA, MS, PFS, CGMA, JD, LLM in Taxation
David’s futuristic vision of the industry pairs with a life of constant learning and improvement. He uses his mix of expertise areas to help clients find financial independence sooner.
Recently, he released the new book, The Richest Doctor: A Modern Parable of Financial Independence.
Davis Le
Tax Director / CPA
Davis has significant experience in tax and estate planning, as well as compliance. He has served clients in various industries, including small business owners and medical professionals. He has a passion for helping grow each client’s financial well-being.
Malavika Vinukonda
Client Services/Tax Manager
"Mal” is one of the liaisons between our clients and the tax team. She provides the information our tax team needs to complete tax returns. She is efficient in delivering our services to clients and has a passion for customer support.
Angie O'Dea
Client Success Manager
Angie is usually the first face you'll see when working with Physician Tax Solutions. She strives to make our client experience spectacular by guiding clients through the onboarding phase and being a consistent point of contact.
Jennifer Johnson
Client Onboarding Manager
BA in Acct., M.B.A, Certified TaxDome Advisor, QBO Advisor
Driven by a relentless pursuit of excellence, Jennifer embraces a proactive approach to client success. She is always on the lookout for innovative ways to work smarter, not harder. Jennifer consistently identifies opportunities to enhance client experiences and drive tangible results.
Kim Bukhres
Client Service Manager
Certified TaxDome Advisor
Kim is the newest member of our client service team. With more than 10 years of experience, she believes communication, transparency, and accountability make for the best client experience.
Melody Wilder
Client Service Manager/Retirement Plan Specialist
Meet Melody, with 11 years of experience. She is ready to help her clients by optimizing IRS codes for their advantage and addressing retirement risks. She achieves success by delivering maximum value to clients and Provident.
Torri Kallinen
Client Service Manager
M.B.A., Certified TaxDome Advisor
Torri Kallinen, with 3 years of experience, directly impacts client experiences as a Client Services Manager. Through personalized assistance and efficient communication, Torri ensures positive interactions, employing a diverse skill set for success.
Morgan Blankenship
Client Service Manager
Coming Soon
Crystal Gonzalez
Business Compliance Manager
Crystal is responsible for the entity formation and other legal services that make your tax strategy work. A fan of motorcycles and video games, Crystal keeps the experience with Provident fun and friendly, while making sure your entities are setup properly.
James C. Aguilera, CPA
Tax Manager / CPA
James is an exceptional professional who has dedicated his expertise to helping individuals and businesses navigate the complex world of taxes. Possessing a deep understanding of tax regulations and a passion for financial management, James has become a trusted advisor for clients seeking to optimize their financial situations.
Louis Bologna
Tax Manager / CPA, JD
Louis Bologna has 22 years of experience. His strategic guidance empowers clients towards financial success, fostering motivation through timely compliance. Louis builds trust by leading with integrity and fostering a collaborative culture within the team.
John O'Dowd
Senior Tax Accountant
John, our Senior Tax Accountant, brings a wealth of experience and expertise to the table. With his sharp analytical skills and meticulous attention to detail, John consistently delivers exceptional results in the field of taxation. John remains committed to delivering high-quality work in a timely manner.
Laurenz Manalili
Senior Tax Accountant
Laurenz is one of Provident's best and brightest accountants. Always willing to go the extra mile, Laurenz loves our clients and loves the ability to help them be successful through quality and thorough work.
Megan Vogt
Accounting Manager/Controller
Coming Soon
Alyssa Bio
Accountant /Bookkeeper
Alyssa is one of our newest team members, but in her short time has shown us that she loves celebrating small wins for herself and clients. She understands clean bookkeeping makes for even better decisions, and loves providing that to our clients.
Glydel Gecana
Accountant /Bookkeeper
Glydel Gecana, with 6 years of experience, ensures clients receive accurate financial reports, aiding in informed decision-making. Her commitment and determination guarantee high-quality service delivery, earning client trust through dedicated efforts.
Krystal Smith
Marketing Manager / B.A. MRKT
Krystal received her marketing degree from the University of Central Oklahoma. She helps create social media content, client engagement pieces and much more. She's also a manager of our growing online communities.
Jeff Rivera
Web Development Specialist
Coming soon