Associates

Christopher Schmidt, Tax Manager

Christopher J. Schmidt provides Helfman, Davis & Clanton CPAs with nearly a decade of experience in individual and corporate tax compliance. Mr. Schmidt holds a business degree with an emphasis in accounting from California State University, Fullerton and a CPA license in the state of California. His experience in tax and accounting encompasses individual, partnership and corporate tax working with companies in the following industries: manufacturing, construction, mortgage banking, staffing, professional services and real estate. Mr. Schmidt strives to provide all of his clients with exceptional service with a personal touch while using his business acumen to break down the complexities of tax law.

Mr. Schmidt will be getting married in 2016 and looks forward to starting a family with his lovely bride. He enjoys spending his leisure time with his fiancée, family and friends. His hobbies include playing basketball, watching the Dodgers, fishing and camping.

Angie Crea, Senior Accountant

Angie started her career in public accounting and tax in 2002. She holds a Bachelor of Science degree in Accounting from the University of Wyoming. Angie joined the firm with the acquisition of Clanton Financial Group, where she had worked since 2005. Prior to that, she worked at several tax and auditing firms in Nebraska and South Dakota. Her primary experience includes individual, partnership and corporate taxes.

In her spare time, Angie enjoys cooking, gardening and spending time with her family and friends. Her and her husband, Luke, also enjoy camping, traveling and cruising around on their motorcycle when they get the chance.

Margaret Burgess, Senior

Margaret is a licensed Enrolled Agent and has been certified since August 2002. She has over 24 years of experience in public accounting and tax. She joined our firm on January 1, 2016 through a merger with our firm and Clanton Financial group, of which she was an employee for 5 years. Prior to that, she was employed by Dilbeck, Sulistio & Company for 18 years.

She resides in Orange County and enjoys spending time with her family and her three grandchildren. Her weekly passions are attending church and jigsaw puzzles.

Bonnie Vallieres, Accountant

Bonnie joined our firm in September 2005. She has a Bachelor of Science degree in Accounting from Southern Utah University. Prior to joining the firm, she was employed with Adams, Hafen & Co, CPAs, in St. George, UT, for 10 years.

Bonnie enjoys spending her time with her husband, Dan, and their four children, camping and hiking in beautiful southern Utah. She also enjoys gardening, cooking, crafts, and time with her family.

Kerri Juelfs, Full-Charge Bookkeeper

Kerri joined the firm in September of 2007. She holds a degree in Secondary Business Education with a minor in accounting. She assists our business clients with all their bookkeeping and payroll needs. She also provides support in tax preparation during tax season.

When not at the office, Kerri and her husband, Nathan, are busy chasing their four daughters in their many sports and activities. As a family, they enjoy camping and spending as much time together as their busy schedule allows.