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.

  • 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

  • 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.

  • Jacqueline Demeranville Tax Manager

    Born in Mobile and raised on Dauphin Island, Alabama, Jacqueline did her undergraduate studies at Springhill College and earned her Masters of Accountancy at University of South Alabama. Her husband is also a CPA, and both worked in accounting services/computer software development for two years in Biloxi MS, then Public accounting before Jacqueline joined SoCo. Jacqueline loves reading, teaching and practicing yoga, running, and spending time with friends and on the water. She also enjoys doing nerdy activities with her husband, and her two best friends are her dachshunds Louise and Julio Jones. Jacqueline and her husband are expecting a baby this fall.

  • Charmaine Zuño Staff Accountant

    Charmaine is a graduate of BS Accounting Technology and Accountancy. She previously worked for a BPO firm and that’s the time when she fell in love with Accounting. At this company she was nominated as the Over-Achiever Staff Accountant. Charmaine is proficient in NetSuite, Xero, and QBO. Charmaine has a very high energy level and works hard at meeting goals. If she has a task, she will not rest until its complete. Charmaine is an avid coffee drinker. The smell of coffee wakes her up and she drinks it all day long. Her husband never skips a day without preparing a coffee for her and that’s how sweet he is.

  • Dave Caballero Project Coordinator

    Dave was an Operations Director for the past 3 years for a career consultation company in UK, where he was able to develop his business acumen to be an outstanding leader. Dave has a great understanding of management and instincts for identifying and pursuing issues to completion. In his spare time, he enjoys hiking or traveling with his wife. Together, they take care of their shihtzu fur baby named Freya. Dave is also fond of photography and a collector of Gunpla.

  • Vanessa Herrera Executive Assistant

    Vanessa Herrera is the Executive Assistant at SoCo Tax. She was born and raised in Southern California and is currently pursing a degree in Psychology. With three years of experience in customer service she is ready and committed to provide the best possible experience for any new or existing clients that come visit our SoCo offices. Vanessa loves to travel as well as exploring diverse cultures and ideas. She enjoys the arts and likes to express herself through writing and dance. Vanessa likes to spend most of her free time reading, meditating, exercising, and traveling with friends and family.

  • Magnolia Madsen
    Magnolia Madsen Tax Manager

    Born in Fairbanks, Alaska, Maggie has lived in a variety of places around the US, but returned to Colorado about six years ago, where her extended family has lived for many years.  She has an undergraduate degree from Hawaii Pacific University, a Master’s from Southern Connecticut State University, and a J.D. from the University of Denver.  She has been a practitioner in front of the IRS since 2003 and in front of the U.S. Tax Court since 2008.  She also has a wide variety of international tax experience and enjoys working with global companies as they expand their international footprint.  Maggie has two kids – 17 and 8 years old – and loves hiking, gardening, canning, and every pop culture sci-fi/fantasy indulgence, including attending multiple Comic Cons every year. 

  • Sylvia Khalil
    Sylvia Khalil Accountant

    Sylvia has more than 18 years’ experience in the accounting world. She first discovered her love for Accounting when she started as a front desk clerk at University of Southern California (USC) from there she shortly moved up to staff Accountant. After graduating from with a dual degree in Computer Information Systems and Accounting, she later worked in various accounting industries from a CPA office to the construction industry.  On the side, she practiced with H&R Block for 10 years preparing personal and small business tax returns. Sylvia and her husband loves to travel with their 3 amazing children.