John C. Graham, CPA, PFS
John is the owner and founding member of Graham & Company, P.C. Since 1987, John has served individuals and business clients in a broad range of industries. His expertise is tax preparation and planning. He has extensive experience with foreign income tax issues including helping individuals (expatriates) and employers understand the complexities of working outside the U.S. John also provides guidance to new businesses to help them select the type of entity they should choose based upon their individual facts and circumstances.
John received a Bachelor's degree in Accountancy from Northern Illinois University. His prior professional experience includes providing audit and tax services with the small business division of KPMG Peat Marwick. He is also a member of the American Institute of Certified Public Accountants and the Colorado Society of CPAs. John has also served as a board member with the Humane Society of Boulder Valley, Sinapu and as a volunteer with the Sierra Club's Inner City Outings program. He enjoys raising honey bees, traveling and taking bike riding trips with his family.
Tonia is a shareholder and has over twenty-seven years experience in private and public accounting. She has experience serving businesses in the real estate, construction and service industries. She has performed all the major accounting functions including accounts receivable, accounts payable, general ledger reconciliation, budgeting and payroll. She combines this diverse experience with client focused principles to provide outstanding tax, accounting and consulting services to small businesses and individuals. She is also responsible for evaluating the firms software and technology needs to stay on top of emerging trends.
Tonia received a Bachelor's degree in Business Administration with an emphasis in Finance and Accounting from Regis University. Tonia enjoys vacationing in Cabo San Lucas, Mexico, baking and walking with and training her rescued dog Lilly.
Jennifer Callaway, CPA
Jennifer has devoted her career to the public accounting profession and she brings over seventeen years of experience. Jennifer began her career from the ground up by learning through firsthand experience paired with education. She has provided many small businesses with accounting systems set up and continual accounting consulting. She has been known by many as the QuickBooks and payroll expert. Jennifer is experienced in corporate, partnership, individual and trust taxation. She is a certified Xero Advisor.
Prior to her joining Graham & Company, Jennifer provided many similar services at Holden Hay Lake & Balzer CPAs LLC. Jennifer is a native of Colorado and a graduate of the University of Colorado with a Bachelor’s degree in Accountancy and a minor in Economics. Jennifer is also a member of the American Institute of Certified Public Accountants and the Colorado Society of CPAs. In her free time, Jennifer enjoys spending time with her family and enjoying the great outdoors.
Julie Martin, CPA
Julie has over twenty years of experience spanning a wide range of accounting expertise. Julie is currently specializing in tax preparation focusing primarily on individual and corporate returns. Prior to this, she worked for Ernst & Young in their audit division serving the needs of manufacturing and insurance clients. She then worked in a variety of accounting roles including Financial Reporting Manager for Apollo Travel Services (a subsidiary of United Airlines) and Corporate Accounting Manager for Galileo International (a publicly traded corporation).
Julie received a Bachelor's degree in Accountancy from the University of Illinois-Champaign/Urbana. Julie is also a member of the American Institute of Certified Public Accountants. In her spare time, Julie enjoys spending time with family & friends, traveling, reading and volunteering.
Diane Sturm, CPA
Prior to joining Graham & Company, Diane spent over fifteen years serving the tax function of a large, publicly traded manufacturer where she gained significant experience in income tax compliance, income tax accounting, and tax controversy. Prior to her tenure in industry, she spent eight years in public accounting where she served a diverse client base of individuals and closely held small businesses including real estate, construction, and medical and dental professionals.
Diane received a Bachelor’s degree in Accounting from Lake Erie College. She is a member of the Ohio Society of CPAs. In her spare time, Diane enjoys cooking, following professional and collegiate football (Go Buckeyes!), and traveling.
Lacey Barnes Arrington
Lacey graduated with a Masters in Tax at CU Boulder and is looking forward to becoming a CPA. She has a diverse background in many industries, including thirteen years training horses professionally and eight years in the restaurant industry. In addition to devoting herself to her full-time studies, she has been freelancing with some bookkeeping for small businesses. She has also joined Net Impact to follow her passion of sustainability and help solve social and environmental problems.
After living a decade in the UK and Midwest, she returned home to Boulder in 2011 to be near family. Some of her favorite hobbies include mountain biking, skiing and hiking.
Charisse has over fifteen years experience in private and public accounting, bookkeeping, payroll tax reporting and the administration and reporting for family offices. She was the Operations Manager for a CPA firm in Austin, TX for many years before relocating to Boulder, CO. Her experience includes financial management, financial reporting and analysis, as well as individual and partnership tax support. She enjoys spending time with her family and friends, traveling, music and exploring the outdoors.
Natalie received a Bachelor’s of Science in Biology from St. Edward’s University in Austin, TX. She moved to Colorado over ten years ago and has worked in the customer service industry. She has four years of experience in bookkeeping and small business administration. Her hobbies include botany, puzzles and animals.