Chuck graduated with honors from the University of Richmond and has worked in public accounting since 1978. As the leader of Pearson&Company, PC, he uses his 36 years of experience to develop and utilize financial accounting and tax strategies to help our clients achieve their goals.
Lisa joined us in 2009. She provides a wide variety of client services including individual tax return preparation, bookkeeping, and payroll tax return preparation. She is a registered QuickBooks ProAdvisor who can assist with the setup and maintenance of your QuickBooks account.
Jan previously managed the firm Edward Levine Accountant, Inc. for 23 years and has been part of our team since 2012. She is a licensed Enrolled Agent and a graduate of Wells College. Her focus is on small business, individual, estate and trust accounting and tax services.
Kim received her accounting degree from Virginia Commonwealth University and has been a CPA since 1996. She joined Pearson&Company in 2014 and her main focuses are on small business accounting and tax services.
Renae is a seasoned Administrative Assistant that joined Pearson&Company in 2022. She has worked in the accounting field for the past 13 years and enjoys client contact and the hustle of tax season. Renae helps Lisa with the administration of the office and works to ensure our clients receive the highest level of customer service we can provide.
Scott joined Pearson&Company in 2024. He earned his undergraduate degree from the University of Southern California in 1994 and MBA from Pepperdine University in 2004. With a finance and consulting background and twenty years of experience as a small business owner, he brings a broad range of expertise to clients.