Joanna, who grew up in Franklin, KY, graduated from WesternKentuckyUniversity in 1982 with a Bachelors Degree in Accounting. In April, 2005, she received her Enrolled Agent designation, after passing all four parts of the exam in her first sitting.
After spending 13 years in corporate financial management with Allied-Signal, Inc., Joanna pursued her life long dream of small business ownership in 1996. She now brings her wealth of experience from a Fortune 50 company to her service of small business owners, professionals and individuals. Her key to success is building honest & sincere relationships with clients by telling them what they need to hear and treating them like family & friends.
Since 1991, Joanna has made North Carolina her home after living in KY, TN and the WashingtonDC area. She resides in Knightdale with her husband Charlie, loves to travel & visit National Parks, is an avid Kentucky basketball fan, and enjoys spending time with her nieces and nephews.
Anupama Shankar, EA, MBA - Accounting & Tax Manager
Jennifer Bunting, EA - Staff Accountant
Bijal Khatiwala - Staff Accountant
Meg Clarke - Business Support Specialist / Bookkeeper
Dora Cash - Payroll Manager
Dora is a graduate of NCCU with a Bachelors degree in Business Management. She was raised in the small farm town of Windsor, NC and has 20+ years experience in the mortgage industry. Her friendly voice is the one you will usually hear when calling the CA&TS Raleigh office number. Dora processes payroll for our clients, manages the office and our busy tax season as well.
Dora makes her home in Apex with her husband Keith and daughter Trenae. Her oldest daughter Kia and family (including Dora's 3 granddaughters) live nearby. She enjoys dancing, reading and watching Hallmark movies. Her burning desire is to travel around the country & live life to the fullest.