With Cohesion®, clients receive personalized service and thoughtful planning typically reserved for a family office. Whether you are a business owner in need of multi-entity tax structuring and an outsourced accounting team or a high net-worth individual looking for the right estate plan, we have the experience to turn your challenges into solutions.

Our unique model, which is structured around a monthly flat fee, is custom-developed for your needs. All Cohesion® engagements include proactive planning through scheduled interactions, either monthly or quarterly, as well as ad hoc meetings to assess the most pressing items.

Together, we build sound strategies tailored for the present and for your future.

We are not just financial experts; we are your dedicated partners. Experience tax and accounting services with a concierge touch, as our team blends expertise and proactive planning to elevate your financial journey. Welcome to Cohesion®.

“Educating and training our people is the most crucial aspect of building a successful organization. We empower our team to make sound and ethical decisions that are best for our clients”

John Mark PrewittManaging Member
John Mark Prewitt, CPA (Managing Member)

John Mark Prewitt, CPA

Managing Member

Robert Rinker, CLU ChFC (Partner Wealth Management Services)

Robert Rinker, CLU ChFC

Partner Wealth Management

Brendan O Connor, CPA (Partner Tax Services)

Brendan O’Connor

Partner Advisory Services

Steve Elwood

Steve Elwood

Operations Consultant

Brad Ratcliff

Brad Ratliff

Tax Director

Joseph Flowers

Joseph Flowers

Advisory Service Manager

Trina Huber

Trina Huber, CPA

Tax Director

Amit Mishra

Amit Mishra

Tax Manager

Piper Horton

Piper Horton

Senior Accountant

Job Diaz

Job Diaz

Operations Coordinator

April Montgomery

April Montogomery

Sr. Director of Operations

Liam Arias

Liam Aris

Tax Associate

Linda Carrillo (Receptionist)

Linda Carrillo

Office Manager

Kaylon Fields

Kaylon Field

Senior Accountant

Sam Ash

Sam Ash

Tax Manager

Alan Earl

Alan Earl

Client Controller

Andrew Alvarado

Andrew Alvarado

Tax Associate

Chad Noble

Chad Noble

Director of Business Development & Growth

Clara Boules

Clara Boules

Project Manager

Maria Ortiz

Maria Ortiz

Tax Manager

Culture

At Cohesion®, we believe that our strength lies in our team. We have built a work culture that values collaboration, continuous learning, and a balance between professional growth and personal well-being.

Collaboration and Continuous Learning

We are a team of dedicated professionals who are always ready to step into our client’s shoes. This requires a deep understanding of diverse industries and financial strategies, which is why we place a high value on continuous learning. We provide our team with the latest tools and training to ensure they stay up to date on the many changes in our industry.

But we do not just learn – we also share our knowledge with each other. We believe that collaboration is key to delivering the best service to our clients. Whether we are discussing a complex tax strategy or brainstorming ways to improve our services, we are always learning from each other and working together to achieve our mission.

Work-Life Balance

While we are passionate about our work, we also understand the importance of work-life balance. We know that our team members have lives outside of work, and we respect their time. We strive to create a flexible work environment that allows our team to balance their professional responsibilities with their personal needs and interests.

Team Events and Building Relationships

At Cohesion®, we’re more than just colleagues – we are a family. We enjoy spending time together outside of work, whether it is a team-building event, a holiday party, or a casual get-together. These events not only strengthen our relationships with each other but also help us to build a strong, cohesive team that can deliver exceptional service to our clients.

Beyond The Numbers.

Your Journey to Financial Clarity
and Business Growth Starts Here.