Team

About Us

SoCo Tax & Cloud Accounting is a tightly-knit team that emphasizes client relationships. Our approach to client engagements is learning about the organization and its people. We help define goals and develop accounting systems that support your mission. This top-down approach eliminates wasteful steps and creates relevant reports that can be counted on to make decisions.

  • DAVID HARMON Founder and CEO

    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 Vice 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 Noland Accountant

    Natalie is a cloud accountant who specializes in tax prep, accounting, tech integration, and cloud-based software. Our clients love Natalie because of her unparalleled attention to detail and relentless dedication to their goals. She is originally from Sacramento but now resides in Costa Mesa. When she isn’t working, she can probably be found at the beach. Natalie has a diverse taste in music and an impeccable fashion sense. She rocks the coolest glasses you’ll ever see!

  • Laurie Daugherty Accountant and Enrolled Agent

    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.

  • Nisha Sharma Marketing Coordinator/Writer

    Nisha is the marketing coordinator and content writer for Soco. While she worked in healthcare for seven years and event planning for three, Nisha’s passion is to write. She loves working on a team with shared goals, work ethic, and positive attitudes. Nisha is a mother to a beautiful 3 year old girl named Alaina and a yellow labrador named Leila. In addition to blogging, Nisha also loves poetry, cooking, and crafts making. She currently resides in Eastvale, California.

  • Yumi Hernandez Operations & Client Support Specialist

    Yumi is the operations support specialist. She assists in the flow of the office, and makes sure to support our team and our clients. She previously managed a private health care practice for a Lung Specialist where she developed a Smoking Cessation Program and developed programs and fundraisers for higher education scholarships in her home town. She has experience working with startups and small business and acts as a liaison for our clients and team. She attended Cal Poly Pomona, and was born and raised in Southern California. She found a love for technology, travel & cooking. She has visited some amazing places and comes home with a little bite of the culture she has encountered. On her off days, she’s soaking up the sun, lounging with her lovable St. Bernard named Summer, and a her lazy Leopard Gecko named Rex!

  • Pierre Harmon SoCo 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

  • Lisa Torres Payroll Clerk

    Lisa was raised in Fullerton and attended school there as well. Her husband and two children love to sport fish for trout at SoCal Lakes and watching movies. Lisa’s son plays football while her daughter is musically inclined and has a wonderful singing voice. Lisa worked at ADP for 2 years and Summit Payroll for 4. She strives for growth and success here at SoCo and enjoys our group of kind, innovative, and forward thinking team of professionals.

  • Alyssa Tilk Intern

    Alyssa is an intern here at SoCo Tax. She is a full time student, but continues to work remotely for our team throughout the school year. She is from Orange County, but goes to school at Central Michigan University. Alyssa is pursuing a degree in marketing with a concentration in sales. She looks forward to the summer months because she gets to come home to California and soak up as much sun before she heads back to the freezing cold Michigan weather.

  • Shaheryar Javed Accounting Clerk

    Shaheryar is the Accounting Clerk for SoCo. He is a graduate from CSU Long Beach holding a degree in Business Economics. While expanding on his accounting and forecasting skills, Shaheryar actively assists our clients in day to day accounting needs to ensure a smooth bookkeeping experience. Shaheryar loves to travel. In his free time he enjoys hiking around SoCal, visiting far away destinations, and exploring nature’s beauty. Shaheryar also loves learning about different cultures.