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
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
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
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 / MBA
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.
Crystal Gonzalez
Legal Assistant
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 Aguilera
Tax Manager
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.
Jake Wood
Tax Manager
Jake Wood's 7 years of experience allows clients to focus on their passions. Setting reasonable goals and clear communication, Jake achieves success through patience and collaboration with peers.
Kevin Funderburk
Tax Manager
Kevin Funderburk's 12 years of experience creates value for his clients, fostering a creative environment and empathetic engagement. With a commitment to improvement and active listening, Kevin achieves success through continuous learning and a strong work ethic.
Jackson Frazier
Senior Tax Accountant
Jackson is one of Provident’s newest tax accountants and is known for his entrepreneurial spirit. Knowing that our clients often share that same spirit motivates Jackson to provide timely and accurate service for our clients’ peace of mind.
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.
Beata Ligas
Senior Tax Accountant
Meet Beata Ligas, with 2 years of experience. Empowering clients with financial education and tax-saving strategies for multigenerational wealth. Success achieved through tax law expertise, clear communication, and proactive financial planning.
Rosio-Ibarra-Monarrez
Accounting Manager
Rosio is our resident traveler, having visited 34 countries and counting. She’s no stranger to helping clients be successful and loves the proactive work she does to keep our clients pursuing financial freedom.
Jemie Beltran
Accounting Manager
Jemie has 5 years of accounting experience, and is a big part of our team. She believes trust and commitment make for the best partnerships between Provident and our clients. Great accounting makes for a better tax compliance process, and for Jemie, that work requires determination, patience and kindness.
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.
Jellica Candulisas
Accountant /Bookkeeper
Jellica Candulisas brings nearly 6 years of experience to our team. Her proactive and flexible approach leaves a lasting impression on clients, fostering strong and enduring partnerships. She achieves success through passion and resourcefulness in her work.
Lynn Calip
Office Administrator
Lynn is our dedicated and skilled office manager, who plays a crucial role in ensuring the smooth functioning of our operations. With her expertise and attention to detail, Lynn helps create a professional and efficient environment for both our team and clients.
Emily Auer
Human Resource Intern
Emily Auer brings fresh perspectives to our team. She influences internal culture positively, aiming to extend this positivity to clients. Emily achieves success through encouragement and kindness, nurturing a supportive environment within the firm.
Krystal Smith
Marketing Manager
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