Staff

"With great employees, we can be a great firm."

Olympia Office

  • 824 State Ave. NE
  • Olympia, WA 98507
  • Main Number: (360) 786-8080
  • Fax: (360) 786-5627
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Cathy Sorensen, CPA

Managing Principal
  • Main Number: (360) 786-8080
  • Fax: (360) 786-5627

Cathy works in both our Olympia and Tacoma offices.

Personal Statement
"I feel very privileged to work with the talented professionals at Frost & Company, P.S. and to serve the great clients we have. I enjoy working out of both our Olympia and Tacoma offices and experiencing the teamwork of our firm."

Experience
Cathy is a principal and the assurance service practice leader for Frost & Company. Cathy's industry experience includes over 28 years of experience providing assurance and consulting services to public and privately held businesses in a variety industries including manufacturing, wholesale distribution, professional services, retail and financial services.  Cathy was previously with a national firm where she led the assurance department for the Pacific Northwest of Northern California.

Emphases

  • Assurance services, including audits, review, compilations and attestation services
  • Evaluating and consulting on internal controls and risk assessment
  • Technical accounting expertise
  • Accounting and business consulting

Education
BBA in Accounting, Pacific Lutheran University

Member
American Institute of Certified Public Accountants

Washington Society of Certified Public Accountants

David A. Coates, CPA

Principal
  • Main Number: (360) 786-8080
  • Fax: (360) 786-5627

Personal Statement
"I really enjoy my career as a CPA because it allows me to establish close personal relationships with my clients and help them achieve their own personal financial goals. My goal as a CPA is to help clients plan for life events and to develop stratagies to minimize the adverse tax effects of these events; such as changing jobs, funding college education and retirement."

Experience
David joined Frost & Company, P.S. in 1999 bringing with him nine years of public accounting experience in accounting and taxation. He became a principal in the firm in October, 2001.

Emphases

  • Individual and business taxation and planning

Education
B.A., 1991
Washington State University

AICPA Certificate of Educational Achievement in Tax & Advising for Closely-held Businesses

Member
American Institute of Certified Public Accountants

Washington Society of Certified Public Accountants

Laurie Piper, CPA, MST

Principal
  • Main Number: (360) 786-8080
  • Fax: (360) 786-5627

Experience

Laurie has over 20 years of professional experience serving privately held clients in various industries with tax planning and compliance. In addition, Laurie works with the individual owners of these businesses for their personal tax matters such as tax planning and minimization strategies and compliance. Laurie also has experience working with high net worth individuals and executives.

Education

Laurie earned an MS in Taxation from Golden Gate University, San Francisco and a B.S. in Accounting from Central Washington University.

Member

Ms. Piper is a CPA in the State of Washington and a member of the American Institute of CPA’s and Washington Society of CPAs.

Anthony J. Mailhot, CPA

  • Main Number: (360) 786-8080
  • Fax: (360) 786-5627

Personal Statement
"I am a lifelong Olympia resident and a second generation CPA. A Certified Public Accountant is a unique professional who must balance the needs and desires of a wide variety of clients in many different businesses and professions with the high level of trust expected by private and public consumers.

The business environment is always challenging and constantly changing but the opportunities seem to be endless. Frost & Company, P.S. takes pride in helping our clients achieve their business and personal financial goals. We also enjoy the occasional battle with the Internal Revenue Service."

Experience
As principal in charge of the tax department at Frost & Company, P.S. Tony's work is a mixture of supervising staff and performing high level business and tax planning and consulting. He has been with the firm since its inception in 1981, and had seven years of experience prior to that.

Tony enjoys working with each of his clients to help them develop their long-term strategies for wealth accumulation, unravel the intricacies of tax law and regulations for their benefit and plan for the growth and succession of their businesses.

Tony's work consists of small business consulting, representation of clients in IRS audits, refund claim filing, offers in compromise and other negotiations, personal estate and retirement planning, qualified retirement plan design and administration and income tax preparation of all types.

Emphases

  • Implementation and compliance work
  • Small business planning and consulting
  • Income taxation, including research and planning
  • Retirement plan consultation
  • Qualified retirement plan design and implementation
  • Taxation of not-for-profit organizations

Education
B.A., 1974
St. Martin's College

Member
American Institute of Certified Public Accountants

Washington Society of Certified Public Accountants

Past Chair of the Citizens Advisory Committee for Capital High School business education classes

Past Member of the St. Martin's Alumni Association Board

 

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Lexi Bailey

Firm Administrator
  • Main Number: 360-786-8080
  • Fax: 360-786-5627
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Maria Ichiyama, CPA

Senior Manager
  • Main Number: (360) 786-8080
  • Fax: (360) 786-5627

Personal Statement
"I enjoy the complexities of an audit and identifying opportunities for clients to strengthen internal controls and improve operating efficiency."

Experience
Maria joined Frost & Company, P.S. in 2004, bringing eighteen years of accounting, auditing and tax experience from a local Olympia firm and local firms in Pennsylvania.

Emphases

  • Accounting and auditing of not-for-profit organizations
  • Not-for-profit taxation
  • Individual taxation

Education
B.S.B.A., 1985
Shippensburg University

M.B.A., 1996
Pacific Luthern University

Member
American Institute of Certified Public Accountants

Washington Society of Certified Public Accountants

Meghan Flanagan, CPA

Tax Manager
  • Main Number: (360) 786-8080
  • Fax: (360) 786-5627

Nancy Zimmerman

Business Accounting Services Manager
  • Main Number: (360) 786-8080
  • Fax: (360) 786-5627

Nancy joined the firm in 2000, with twenty-four years of experience in public and private accounting. She has worked with accountants and business owners to ensure accurate, timely records, and has experience providing software installation, support and training.

Emphases

  • Assist clients and their staff with accounting practices, payroll and business taxes
  • Small business accounting and financial statements
  • Accounting program installation, support, and training
  • Internal control assistance

Amy Gallegos, CPA

Senior Tax Associate
  • Main Number: (360) 786-8080
  • Fax: (360) 786-5627

Writu Kakshapati, CPA

Senior Assurance Associate
  • Main Number: (360) 786-8080
  • Fax: (360) 786-5627

Beth Brown, CPA

Senior Assurance Associate
  • Main Number: (360) 786-8080
  • Fax: (360) 786-5627

Justin Strickland

Tax Associate
  • Main Number: (360) 786-8080
  • Fax: (360) 786-5627

Janine Ward

Senior Staff Accountant, Certified QuickBooks ProAdvisor
  • Main Number: (360) 786-8080
  • Fax: (360) 786-5627


QuickBooks and QuickBooks ProAdvisor are registered trademarks and/or registered service marks of Intuit Inc., used with permission.


 

Administrative Staff

  • Main Number: (360) 786-8080
  • Fax: (360) 786-5627

Andrea Ivanoff, Grace Coates, Saranda Schlotter

Bryan Crew

  • Main Number: (360) 786-8080
  • Fax: (360) 786-5627

Tacoma Office

  • 2412 North 30th Street
  • Suite 201
  • Tacoma, WA 98407
  • Main Number: (253) 272-1555
  • Fax: (253) 272-7051
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Timothy S. Golob, CPA

Principal
  • Main Number: (253) 272-1555
  • Fax: (253) 272-7051

Personal Statement
"I have been practicing public accounting since 1985 and find that the people I encounter are the most interesting aspect of my job. I enjoy the challenge of reaching out and helping clients reach a common goal of economic gain."

Experience
Tim joined Frost & Company in 1996. Prior to that he had eleven years of experience in accounting and taxation with other CPA firms.

Emphases

  • Corporate tax planning
  • Partnership tax planning
  • Individual tax planning
  • Fiduciary tax planning
  • Estate tax planning

Education
B.B.A., 1983
Gonzaga University

Masters in Taxation, 1998
Golden Gate University

Member
American Institute of Certified Public Accountants

Washington Society of Certified Public Accountants

 

Ray Haynie, CPA

Principal
  • Main Number: (253) 272-1555
  • Fax: (253) 272-7051

Ray works in our Tacoma and Bellevue offices.

Experience
Ray joined Frost & Company, P.S. in 2004. Prior to that he had twenty-three years of public accounting experience in taxation and consulting, including six year's experience with a national CPA firms. Before public accounting, Ray worked in the tax department of a Fortune 500 company.

Ray serves clients in a variety of industries, including manufacturing and distribution, building, construction and real estate, and service. While he has more than two decades of progressive experience in a wide range of tax matters, he has also advised clients in many other areas, such as mergers, acquisitions, divestitures, operations along with organizational and strategy matters. Ray also has significant experience representing clients during IRS examinations and appeals.

Education
B.B.A.
University of Wisconsin

Member
American Institute of Certified Public Accountants

Washington Society of Certified Public Accountants

Gwynne Glavicic, CPA

Principal
  • Main Number: (253) 272-1555
  • Fax: (253) 272-7051

Personal Statement
"What I enjoy most about public accounting is being in a position to help clients achieve their goals, and make their lives easier. I also enjoy the challenge of making sense out of the often nonsensical world of tax law and sharing that knowledge with others."

Experience
Gwynne joined Frost & Company in 2011. She brings twenty-six years of public accounting experience in accounting and taxation to the firm, including ten years as a partner with a national firm in Kansas City and sixteen years with two large local firms in Kansas City and California.

Emphases

  • Estate tax planning and compliance
  • Fiduciary tax planning and accounting
  • Business entity tax planning and compliance
    • Construction
    • Real estate
    • Professional services
  • Individual tax planning and compliance
  • Not-for-profit tax compliance

Education
B.B.A., 1989
Cal Poly State University

Member
American Institute of Certified Public Accountants

Washington Society of Certified Public Accountants

Past President, Kansas City Estate Planning Society

Past Treasurer, Kansas City Jewish Museum of Contemporary Art

Past Board Member, Wayside Waifs


 

 

Jeanne M. Sacks, CPA

Senior Manager
  • Main Number: (253) 272-1555
  • Fax: (253) 272-7051

Personal Statement
"My position as a Certified Public Accountant allows me the opportunity to explore the complexities of the tax laws and apply the laws to meet each client's expectations and individual needs. I enjoy building the personal relationships necessary with each client to assist them with their requirements in the accounting and taxation areas."

Experience
Jeanne joined Frost & Company, P.S. in 2004, bringing fifteen years of prior experience in accounting and taxation. Most recently she spent seven years with a national firm in Tacoma.

Emphases

  • Tax planning and compliance
  • Accounting support for businesses

Education
B.A., 1994
St. Martin's College

Member
American Institute of Certified Public Accountants

Washington Society of Certified Public Accountants

Lexi Bailey

Firm Administrator
  • Main Number: 360-786-8080
  • Fax: 360-786-5627
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Natalia Serafimovici, CPA

Tax Associate
  • Main Number: (253) 272-1555
  • Fax: (253) 272-7051

Joyce Chang

Tax Associate
  • Main Number: (253) 272-1555
  • Fax: (253) 272-7051

Josh Westrate

Tax Associate
  • Main Number: 253-272-1555
  • Fax: (253) 272-7051

Judith Burwell

Tax Associate
  • Main Number: (253) 272-1555
  • Fax: (253) 272-7051

Administrative Staff

  • Main Number: (253) 272-1555
  • Fax: (253) 272-7051

Stacee and Alana

Bellevue Office

  • 601 108th Ave NE
  • Suite 1900
  • Bellevue, WA 98004
  • Main Number: (425) 990-6446
  • Fax: (425) 943-6801
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Ray Haynie, CPA

Principal
  • Main Number: (253) 272-1555
  • Fax: (253) 272-7051

Ray works in our Tacoma and Bellevue offices.

Experience
Ray joined Frost & Company, P.S. in 2004. Prior to that he had twenty-three years of public accounting experience in taxation and consulting, including six year's experience with a national CPA firms. Before public accounting, Ray worked in the tax department of a Fortune 500 company.

Ray serves clients in a variety of industries, including manufacturing and distribution, building, construction and real estate, and service. While he has more than two decades of progressive experience in a wide range of tax matters, he has also advised clients in many other areas, such as mergers, acquisitions, divestitures, operations along with organizational and strategy matters. Ray also has significant experience representing clients during IRS examinations and appeals.

Education
B.B.A.
University of Wisconsin

Member
American Institute of Certified Public Accountants

Washington Society of Certified Public Accountants

Laurie Piper, CPA, MST

Principal
  • Main Number: (360) 786-8080
  • Fax: (360) 786-5627

Experience

Laurie has over 20 years of professional experience serving privately held clients in various industries with tax planning and compliance. In addition, Laurie works with the individual owners of these businesses for their personal tax matters such as tax planning and minimization strategies and compliance. Laurie also has experience working with high net worth individuals and executives.

Education

Laurie earned an MS in Taxation from Golden Gate University, San Francisco and a B.S. in Accounting from Central Washington University.

Member

Ms. Piper is a CPA in the State of Washington and a member of the American Institute of CPA’s and Washington Society of CPAs.