Our Chief Tax Accountant is Gerald L. Fister, EA. Jerry received his Bachelor of Science (BS) degree in Accounting from Cal State University Long Beach in 1972 and his Master of Business Administration degree (MBA) from Cal State University Fullerton in 1981. He earned his Certified Management Accountant (CMA) certificate in 1983 and became an Enrolled Agent (EA) Enrolled to Practice Before the Internal Revenue Service in 1989. Mr. Fister has extensive industry experience as a management accountant, financial analyst, internal auditor and office manager in the retail industry. He is a member of the National Association of Enrolled Agents and the Institute of Management Accountants and has been preparing tax returns for over 40 years. He has been an Orange County resident for over 50 years.
Our Marketing Manager is Connie J. Fister. Connie attended Fullerton College and Brigham Young University prior to suspending her university studies to become a full-time mother. She is an active volunteer in various civic and religious organizations. Connie has received various service award recognitions from the PTA, the Boy Scouts of America and the Girl Scouts. Connie is a natural marketing person and as we often like to say, "She never met a stranger". Her personality is infectious and she is a strong advocate for the business in the community. Jerry and Connie have seven children, five of whom have worked in the business over the years. Three of their sons are Eagle Scouts and have served full-time missions for their church. Connie and Jerry also have 12 grandchildren.
Akela Shin serves as our office manager. She handles phone calls, assembles and processes tax returns, and performs data entry of some of your tax documents prior to meeting with Mr. Fister. She is currently studying to receive a degree in Business Administration and Dance at Cypress College and plans on pursuing a Bachelor's degree in Business. In her spare time, Akela enjoys Polynesian dancing with her group where she is also an instructor. As a perk, she was able to visit and perform in Tahiti. She also travels to different parts of the US to perform. Her past experiences in running an office has helped her become detail oriented and place the clients first. She knows that she is the first face a client sees and aims to make sure that your office visit is a pleasant experience.
Amanda Rios is new to our staff this year. She is hard working and is dediated to helping make our front office run smoothly and efficiently. As a part time receptionist and office clerk, Amanda will be handling phone calls, making and confirming appointments, assembling and processing tax returns, maintaining client files and performing data entry of some of your tax documents prior to meeting with Mr. Fister. Amanda is a welcome addition to our staff and we hope she will continue to work with us in the future. She has a pleasant personality and is eager to learn. Her beautiful smile and easy going style helps give our clients who come to our office an enjoyable experience.