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Bonnie DeSimone, EA With more than 24 years experience in the preparation of business, individual, estate, trust, gift and nonprofit tax returns, Bonnie also conducts tax seminars throughout the United States and has previously been a UCSB Extension Instructor. She also has taught adult education courses through the SBCC Continuing Education division. Her professional affiliations include speaking for the National Association of Tax Professionals and the California Society of Enrolled Agents. She is a graduate of Westmont College.
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Phillip Pearson, EA has a Masters Degree in International Political Economy from USC and has taught International Economics for USC in Madrid, Spain, before moving back to the Santa Barbara area. An enrolled agent, Phillip has received certification in tax preparation from UCSB Extension and has been preparing taxes in the Santa Barbara area for several years before joining the professional staff of DeSimone, Rennie & Sloane. His specialties include individual taxation, as well as partnership, corporation, and trust returns.
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Grant Lindley, EA, Ph.D. comes to us from another tax preparation firm in the Santa Barbara area. In addition to his credentials as an enrolled agent, his background includes a Ph.D. in Geological Sciences from UC Santa Barbara, as well as degrees in physics and many years of experience in software engineering. This background makes him ideally suited for tax planning and preparation of tax returns for businesses, teachers, and engineers. Grant's specialties include self-employed taxpayers, and returns that include rental property or stock sales.
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Gerry Sottak is an enrolled agent who comes to us from another local tax preparation company. A Santa Barbara native, she began preparing taxes professionally in 1981. Gerry worked for 20 years as a teacher and librarian in our local school districts. After retirement in 2005, she returned to the tax field. In addition to education and taxes, Gerry has a background in real estate and is an organizational consultant. She particularly enjoys preparing returns involving rental real estate.
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Sharon L. Wrinkle is the manager of the bookkeeping and payroll department. Sharon has a Bachelor of Science degree in business administration/accounting from Cal Poly and has been a private accountant for over 30 years. She has done accounting for Northrop Grumman Corporation as well as working as the controller for several local companies. In addition to overseeing the bookkeeping and payroll department, Sharon is happy to meet with new businesses and help them set-up their bookkeeping systems.
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Laura Meador is our lead receptionist and bookkeeper. She attended UCSB and holds a Bachelor's degree in History.
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Peter DeSimone has provided computer systems support for DeSimone, Rennie & Sloane since 1998. Peter operates a small engineering firm specializing in electronic musical instruments and gestural interface technology.
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Deena Z. DeSimone assists in processing tax returns after the preparers have completed them. She holds a Bachelor's degree in Psychology from California State University Channel Islands and several AA degrees from Santa Barbara City College. She has been working for us since 2007.
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