Professional Staff
James C. Caswell, CPA, MBA - Jim received his Masters of Business Administration - Accounting & Finance from the University of Detroit in 1962. He also received his Bachelors Degree in accounting from St. Joseph's College, Rensselaer, Indiana in 1960. His work experience includes 7 years working for Arthur Andersen & Co. and Arthur Young & Co. (now Ernst & Young), 7 years as a partner with two small accounting firms, and he has practiced as an individual practitioner in his own practice since 1979. Jim was a member of the U.S. Army for 8 years and has a college soccer coaching license and coached for the Pacific Soccer League and AYSO for 12 years. He has many affiliations including the California Society of CPAs.
Yongli Yang, CPA - Yongli received her Masters of Science in Accounting from Missouri University in 1993 and her Master of Arts in English from Nanjing University in 1988. Her work experience includes 3 years as accountant and consultant for 2 import/export corporations, and 15 years of tax preparation and accounting work for a CPA firm and a national tax preparation firm. Yongli passed all 4 parts of the CPA exam on her first sitting in 1994, received her CPA certificate with Maryland State Board of Public Accountancy in 1998 and received her California CPA certificate in 2004.
Matt Mahalak - Matt has been a tax preparer as well as computer consultant with the firm for over 20 years. He maintains the computer network and this website. He has taken several IT classes including Cisco Academy and he attended Orange Coast College in 1981-83 majoring in Business Administration & Accounting. His prior experience includes: internal auditor for World Wide Group, Inc. for 2 years and another small CPA firm for 5 years.
Rosalyn Mues - Rosalyn received her Associate of Arts in Business from Cypress College in 1971. She has over 35 years of accounting experience with over 18 of those years in the general accounting department at Hughes Aircraft Company and 8 years of volunteer work in the accounting field.
Iderlina C. Acosta - Iderlina is a full charge bookkeeper, is certified in QuickBooks Financials and is an expert in Quickbooks Point of Sale. She has worked for over 10 years in management positions in the accounting & information technology fields for a major accounting firm, Cap Gemini Ernst & Young, LLP as well as Walt Disney Company and Herbalife International.
