The Team

 

Jo headshotJo Barsa,CPA
Managing Partner

Jo Barsa leads a team of talented professionals who set the standard for high-touch accounting and tax services. Team members have been selected for their enthusiasm and for their passion serving clients, as well as for their experience and skills in various areas of expertise. The core team receives the support of Tax Resolution Institute and other leading allied professionals to deliver specialized service, as needed, to address your particular needs.

 

Peter Y. Stephan, CPA
Partner

Peter's early research into the tax codes led him to specialize in IRS practices and procedures, in particular in the area of collections which lead him to build his practice to include tax resolution services. Mr. Stephan built his firm with a highly specialized blend of skills in accounting, taxation and business consulting for small & middle-sized companies across a broad spectrum of industries.

Mr. Stephan is frequently retained by other CPAS and Attorneys to perform forensic accounting and litigation support, including expert witness services relating to various accounting, fraud and tax compliance matters. Mr. Stephan is approved by the State Bar of California, California Board of Accountancy and the Internal Revenue Service to provide continuing professional education to Attorneys, Certified Public Accountants and Enrolled Agents in the area of tax resolution.

Peter authored several tax resolution manuals to provide fellow professionals with a one of a kind guide to resolving all tax resolution issues, including The Ultimate Guide to Tax Resolution. As a professional speaker Mr. Stephan frequently appears on business and public service programs, radio, television, and print on a variety of accounting and tax topics. He is a graduate of Fordham University and is a member of the California Society of Certified Public Accountants and the American Institute of Certified Public Accountants.

 

Matthew Cohen, CPA
Partner

Matthew Cohen is a Certified Public Accountant.  Matthew attended the University of California at San Diego where he graduated with a degree in Economics. Mr. Cohen came to the the company having successfully managed other businesses.  Matthew's extensive knowledge in tax and tax resolution ensures that our clients get the highest quality work including planning and advisory services.

As a moderator of the All Cities Network’s Downtown Business and Finance meeting and the past President of the San Fernando Valley branch of Business Builders, Mr. Cohen continues to use his networking skills as a valuable business tool to gain new clients. His extensive knowledge in the areas of business logistics and development and strategic planning bring a valuable asset to the the company.

 

Charles Tabachnick, CPA

With a background in tax planning and estate management, Chuck Tabachnick is a CPA at AccuVisors He attended Loyola University of Los Angeles, graduating with a degree in Accounting. After graduating, Chuck began working at his family's firm which was founded in 1950, where he stayed until his father retired in 2007. A member of the California Society of Certified Public Accountants, Mr. Tabachnick has done extensive Estate Tax work in cooperation with Estate Planning and Trust Attorney partners. He brings over 30 years of tax expertise to his tax resolution work.

 

Norman J. Kreisman, Esq.
Senior Tax Attorney, of Counsel

An expert on Chapter 7, 11, and 13 Debtor and Creditor Representation while specializing in the discharging of Federal and State taxes, Norman J. Kreisman leads the team of tax attorneys at AccuVisors.  After receiving his BS at Arizona State University, Mr. Kreisman moved to Los Angeles and worked as a UCLA accredited paralegal before attending law school. While receiving his JD at Loyola Law School, Mr. Kreisman worked as a paralegal at Gibson, Dunn & Crutcher in Los Angeles. After graduating in 1991, Mr. Kreisman pioneered the use of computer-assisted litigation while working as a Contract Attorney at Christensen, White, Miller, Fink & Jacobs in Los Angeles. Developing a method of analyzing the dischargeability of tax debts in potential bankruptcy cases, Mr. Kreisman became the lead Bankruptcy Attorney at the Tax Consulting Group in Los Angeles. He also created standardized Motions for Adversary Proceedings and Contested Matters, helping other lawyers at the firm to execute plans for their cases. Forming an independent practice, Mr. Kreisman represented both debtors and creditors. With a history of successful execution, Mr. Kreisman helps to identify and clarify legal issues for his clients. A seminar speaker on discharging taxes in bankruptcy, he has been admitted to practice before the U. S. tax court and Ninth Circuit Court of Appeals. As the leader of the AccuVisors legal team, Mr. Kreisman is an invaluable resource, both for his ability to communicate effectively with clients and his extensive experience working with the IRS and state taxation agencies.

 

Click on the team members below to learn about their background, role and expertise:


“I personally oversee and am in tune with each Barsa account, and all accounts are managed by a highly qualified professional.”

—Jo Barsa, CPA, Owner & CEO


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