Team

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Our Team

We are a close company that emphasizes client relationships. Our approach to client engagements is to learn about the organization and its people. We help define goals and develop accounting systems that support the organization’s mission. This top-down approach eliminates wasteful steps and creates relevant reports that can be counted on to make decisions.

  • DAVID HARMON
    DAVID HARMON Founder of SoCo

    David is the founder of SoCo. He has over twenty years of experience working with accounting software and system design. David has a B.S. in Accounting and an MBA. His unique approach to working as a team member with clients is unique among an industry noted for slow responses. David is an expert at business process analysis and current on the latest marketing techniques for growing organizations. What starts as a quick consult for many clients often evolves into a long-term relationship with some of the best small business in the country.

    • SYLVIA HARMON
      SYLVIA HARMONVice President of Marketing and Social Media

      Sylvia is Vice President of Marketing and Social Media. She is a native of Orange County, California. Sylvia attended Cypress College and has a BS in Organizational Leadership from Azusa Pacific University. She manages digital marketing and social media for our company. Sylvia is a licensed life and health insurance agent with Harmon Insurance Services, Inc.

      • Natalie
        NatalieAccountant

        Natalie is a cloud accountant at SoCo Tax. She is originally from Sacramento but now resides in Costa Mesa. Natalie has diverse taste in music and can be seen in the office jamming away to the tunes of Aretha Franklin, Justin Bieber (#1 Belieber right here) and Drake. She has impeccable fashion style and rocks the coolest glasses you’ll ever see. Natalie loves maple bar donuts and consumes the most coffee out of anyone in the office.

        • Pierre
          PierreSoCo Tax Mascot

          Pierre helps his Dad run SoCo Tax every day. He wakes him up in the morning and makes sure he gets his coffee. He gives him the remote control so he can turn on the stock market channel. He lays down on his Dad’s feet all day to make sure he stays nice and toasty, as he is giving his clients the ultimate customer service experience online or on the telephone. Pierre lets his Dad know when the mailman or FedEx guy has arrived so that he can receive his mail or his Dad can send something out ASAP. Pierre also lets his Dad know when it’s lunch time so that Dad doesn’t miss a meal, or Pierre for that matter.

          Instagram: @pierre_doodle

          • Wendy Meza
            Wendy MezaAccountant

            Wendy was born and raised in the city that never sleeps. After spending much of her life in cold bitter winters and not sleeping, she packed her bags, along with her sidekick JoJo and headed out to California. She has worked with different startup companies around the bay area helping them get their books ready to go public.

            Wendy brings 10 years of experience working with companies in different stages helping them to make sense of their books. A NYC gal at heart, she would forego payment in exchange for pizza.

            • Heaven Casey
              Heaven CaseyExecutive Admin Assistant

              Heaven is the Executive Admin Assistant for SoCo. She keeps the office running, no request is far out of reach, she gets the job done! Heaven is a mother of one to an adorable 7 year old named Nehemiah. In her spare time she enjoys working out, eating healthy, mentoring people to be the best versions of themselves they can be, and is also a philanthropist for a wide variety of humanitarian issues.

              • Mary Frances Pickett
                Mary Frances PickettAccountant

                Mary practiced as a CPA, specializing in tax, for seven years before leaving the profession to boot-strap an online cooking school and explore the US by RV with her young family. Now she’s back to help our small businesses with everything from taxes to cash flow to sales funnels.

                Mary is currently located on a large farm in Alabama where she can work from the back porch while her kids climb trees and play in the sprinkler.

                • Laurie Daughtery
                  Laurie Daughtery

                  Laurie sees the value in hard work and appreciates working with a strong team. She started off as a receptionist at a small machine manufacturing company and worked with a team to help build it to a multi-million dollar corporation. She understands the importance of financial reporting as one of the driving forces in business success. In 1999 earned her Enrolled Agent license to assist clients with tax preparation and resolving issues with the IRS. She has worked at a CPA firm and Trust Attorney office for eleven years, where she has had the privilege of working with small companies to large corporations. She appreciates a good sense of humor, loves family, her miniature golden-doodle and having fun playing video games with her nephew.