330.870.3601
letstalk@mainstayaccounting.com
2000 Auburn Dr. Suite 200 Beachwood, OH. 44122
110 E Wayne St Floor 12
Fort Wayne, IN 46802
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Jeremy is a licensed Certified Public Accountant (CPA) and Certified Construction Industry Financial Professional (CCIFP) specializing in the Construction and Real Estate niches. In addition, he is a member of various professional organizations, including the American Institute of Certified Public Accountants (AICPA), the Arizona Society of CPAs (ASCPA), the North Carolina Association of Certified Public Accountants (NCACPA), the Arizona Builders Alliance (ABA), and the Young Builders Council (YBC). He has also authored multiple professional articles and publications. At his previous company, Jeremy started the training and intern program and created the R+D tax credit sector of the firm. He also implements his coding knowledge to improve processes for his clients. Jeremy graduated from Arizona State University with a bachelor’s in accounting and computer information systems, a minor in mathematics, and a master’s in taxation. In his free time, Jeremy enjoys working with his hands by remodeling homes and rebuilding/restoring motorcycles, trucks, and cars. He also likes hiking, camping, shooting, and riding on his motorcycle.
Juan Yan is a licensed Certified Public Accountant (CPA) with over 9 years of experience in public and corporate accounting, specializing in tax planning, preparation, and compliance. She has a strong track record of serving diverse clients, including corporations, partnerships, and individuals, providing tailored tax strategies and ensuring regulatory compliance. Juan is an active member of the American Institute of Certified Public Accountants (AICPA) and the Arkansas Society of CPAs (ARCPA). Throughout her career, she has played a key role in managing complex tax filings and mentoring new talent. Juan holds a Master’s in Accounting from Mercer University and is a certified QuickBooks ProAdvisor. Outside of work, she enjoys volunteering in her community, going on road trips, and spending quality time with her family.
Jackie has over 22 years of experience in the accounting industry. She spent most of her career at a mid-size accounting firm in the Chicagoland area where she started right out of college and was their Controller for almost 15 years. Making the switch from being on the corporate side of accounting to helping small businesses has not only been rewarding for her, but seeing the impact it makes on small businesses has driven her to go above and beyond. Jackie’s personable attitude and attention to detail enable her to tailor each project to the needs of each client. She is strongly committed to providing efficient results and creating solid relationships with her clients.Jackie graduated magna cum lade from Elmhurst University and was a member of the Phi Theta Kappa Honor Society.
Jamila Mansour is a Certified Public accountant licensed In Ohio. With over 7 years of professional experience, she has developed a deep understanding of tax regulations and practices. In previous positions, her expertise allowed her to to work with high net worth individuals, trusts, corporations, and partnerships, providing them with comprehensive tax planning and compliance services. She enjoys building strong client relationships and providing personal guidance to help achieve goals.Jamila is a Cum Laude graduate from Cleveland State University where she was involved with many organizations including Beta Alpha Psi. Outside of her career, she enjoys spending time with her husband Mohammad and two sons Zach and Noah.
Karolina Kloc is passionate about accounting—a field that many find mundane, but one that she truly enjoys. After immigrating to the United States from Poland, she took a break from her studies that lasted nearly 15 years. Once she enrolled at Loyola University in Chicago, there was no stopping her. She graduated as valedictorian with Summa Cum Laude honors, majoring in accounting. With over three years of experience managing clients' financial records and preparing accurate reports, Karolina specializes in monthly account reconciliations, payroll assistance, managing general ledger accounts, and recording adjusting journal entries. Her goal is to exceed clients’ expectations by providing professional and high-quality service. Outside of work, Karolina enjoys spending time with her puppy and playing cards with friends every Friday night.
Markel Drake is a dedicated accounting professional with a strong background in audit and tax preparation. With 3 years of experience in the accounting field, having worked in both public and private accounting settings, he has developed a keen understanding of financial statement analysis, tax regulations, and audit procedures across various industries. He has successfully contributed to numerous audit engagements, ensuring compliance and accuracy in financial reporting. In addition, his expertise in individual and small business taxes allows him to provide valuable insights and strategies to optimize clients' financial positions. Known for his analytical skills and commitment to excellence, he thrives in collaborative environments and is dedicated to delivering high-quality results for clients. Markel holds a Bachelor's Degree in Accounting from Central State University, and is actively pursuing his CPA license in Ohio. Markel has a passion for continuous learning, professional growth, embracing challenges, and actively seeks opportunities to expand his knowledge.
Anya Alvarado, a native of Cary, North Carolina, is a dedicated accounting professional with a Bachelor of Science in Business Administration, specializing in Accounting, from East Carolina University, class of 2023. With a robust background in client service, accounting, compliance, and finance, Anya is committed to leveraging her expertise to foster meaningful relationships and provide comprehensive financial and personal support to clients at Mainstay Accounting. Outside of her professional endeavors, Anya enjoys spending quality time with her friends and family and staying active through various recreational activities.
Ian came into professional services in 1999 via the banking industry and moved into regional mortgage operations management. He remained active in the banking sector as an operations manager through 2011. After a 3 year sabbatical, he decided to pursue a career within the financial service space with a focus on HNW families and their business interests.
He’s been fortunate to mentor under a couple of well known and highly regarded tax and financial advisors, becoming practiced at coordinating the financial, legal, and accounting teams needed to solve the multitude of tax exposures faced by the SME community.
Chad is an experienced investment and advanced planning professional specializing in capital gains, estate tax, investment strategies, business succession, and post business sale planning. After retiring from professional baseball in 2014, Chad completed his MBA and joined a regional financial planning firm to begin his career in financial services. Within a few years in the business, he realized that his passion was working with entrepreneurs and helping them solve their biggest challenges. With that in mind, he began developing a team of strategic partners around him that specialize in all the areas of planning that business owners require. Chad's role is to help our clients identify current and future planning "blind spots" and to coordinate the appropriate resources to appropriately address those needs.
Monique Garces stands out as a seasoned Business Development Manager with an impressive 23-year tenure in the mortgage industry, underscoring her deep-rooted expertise and dedication to the field. Specializing in creative financing, Monique has a rich history of guiding clients through intricate financial landscapes, enabling them to secure their financial future with confidence. Her approach is rooted in the belief that education is the cornerstone of client empowerment. Currently serving at Mainstay Accounting, Monique's role extends beyond traditional client services. She is committed to gaining an understanding of where the business and its owners are headed, allowing her to better match them up with the right combination of team members. Monique's philosophy centers on building lasting relationships with clients, fostering a culture of trust and transparency. She is dedicated to continuously expanding her knowledge base, staying abreast of the latest industry trends, and leveraging innovative financing solutions to benefit her clients. Through her role at Mainstay Accounting, Monique Garces exemplifies the attributes of a leader in the business development arena, striving to not only meet but exceed client expectations.
Beth joined our advanced planning team as a seasoned administrative professional with over 16 years of experience supporting C-suite executives in the financial services industry. A master of organization and efficiency, Beth is committed to fostering seamless collaboration and serving as a resourceful and entrepreneurial-minded administrative leader who thrives on wearing many hats. Additionally, Beth enjoys and is very much dedicated to serving as a client concierge, providing best-in-class service to all advanced planning clients.
Ben Lepinski is a Certified Public Accountant in the state of Minnesota. He graduated Summa Cum Laude from Saint John’s University in Collegeville, Minnesota with a BA in Accounting & Finance with a Public Accounting Concentration. After spending 2.5 years in the Big 4, Ben decided to pursue his passion of working with small business owners to help them navigate complex tax situations for clients who may be overlooked by larger firms. Growing up in rural Minnesota, Ben takes extreme pride in helping his community and those around him. For Ben, accounting is a way to benefit those around him and provide trusted advisory services as well as obtaining financial stability and helping clients understand the importance of accurate financial reporting. Outside of work, Ben enjoys spending time with his fiancée, Rachel, and his Sheepadoodle, Kai. His other interests include cars, trivia, and woodworking. Ben is also very active in local cornhole and cribbage leagues. He currently resides in Dayton, Minnesota, about 30 minutes North of the Minneapolis/St. Paul metropolitan area.
I started my professional tax career in 1999, at a large retail tax chain. I took advantage of every tax class that I was offered, worked my way up to Senior Tax Advisor and Assistant Manager at my office. I was doing close to 400 personal returns each year and had the highest rate of returning clients. Eventually I became an instructor there. I also took college courses and earned my associate degree in accounting. In 2017 I left there and started my own tax business, in addition to working full time outside my home. I doubled my clients each year, solely from word of mouth. I understand every aspect of the tax return, the beginning, the middle, and the end, which includes the filing of the tax return, federal, state and city. In December of 2022, I was fortunate to be hired here to do taxes full time, which had always been my dream, and now it’s my reality. I continue to learn every day; my colleagues are tremendously knowledgeable. I am in the Canfield, Ohio office, where I handle the local clients and businesses, as well as our clients all over the county. I address all IRS/State notices, meet with clients and electronically file/paper mail all returns that are complete. I do plan to take the Enrolled Agent Exam this fall, after tax season slows down. I love helping people, it is very rewarding for me. I love learning, and I love my work, I am grateful to be here and to know that I am an asset to this company.
I grew up in South Texas, I started my journey at H&R Block, I fell in love with tax compliance with individuals and small businesses specializing in working in tax research. I graduated Summa Cum Laude from A&M Corpus Christi in 2022. Moved to Minnesota that summer and I worked at a local mid-size regional firm in Minneapolis where I furthered my knowledge working with a large team of CPAs and gaining more experience in organizing small businesses (S-Corp & Partnership financials), quarterly estimates, and K2/K3 preparation. I'm currently working on obtaining my CPA license here in Minnesota. I look forward to building on the experience I've obtained, my desire to learn and improve is one of my strongest characteristics.
Mark is a Certified Public Accountant with over 40 years of tax and investment experience, primarily with HNW clients. While still a student at Pace University, he was recruited into a HNW tax pilot program at Coopers and Lybrand (now Price Waterhouse Coopers LLP). Subsequently, he worked in various HNW tax programs including Rockefeller and Company, the current Rockefeller Capital Management, before he was recruited to financial services. Mark was a Managing Director at Citigroup Global Markets Inc for 19 years, moving to Morgan Stanley where he worked in discretionary and non-discretionary advisory programs before making an intra-firm move to Graystone, the institutional arm of the firm. He currently holds Series 27 and Series 66 licenses. Mark has a BBA in Public Accounting from Pace University and an MBA in Finance from Fordham University. He is married 35 years to his wife Eileen, has four adult children, and currently lives in Pearl River, NY.
Brenda Weingart, Certified Advanced QuickBooks ProAdvisor Office Manager, Canfield Office Over 20+ years of bookkeeping, office, and QuickBooks experience (both Desktop and now Online versions).
Responsible for local and non-local customer relations (via in person/phone/email), general office tasks, co-managing TaxDome portal, client accounts, compiling final tax return invoices and tax return access to clients.
Outside of work, I love to participate in Revolutionary War Re-enacting and camping. I have 2 grown children, 4 cats, 1 dog, and my daughter (still at home) has 3 indoor rabbits.He’s been fortunate to mentor under a couple of well known and highly regarded tax and financial advisors, becoming practiced at coordinating the financial, legal, and accounting teams needed to solve the multitude of tax exposures faced by the SME community.
