We brought together smart, talented thinkers… taught them concepts most CPAs don’t get… and unleashed their combined passion on the world.
Each member of the ProVision team is selected for the passion they have to create success for clients, and they are all intensely trained in ProVision methodologies. You will be struck by the responsive, personal service you receive. Even more, you will notice that ProVision is always thinking ahead of the curve, anticipating your needs and the hurdles that might arise.
Tax Operations Coordinator
Aida is the Tax Operations Coordinator at ProVision. Her responsibilities include processing tax returns, keeping track of all of our clients to ensure tax returns are timely filed and assisting with making sure our clients are compliant with their tax filing requirements. In addition, she assists with the day-to-day operations of ProVision to ensure that clients are well served.
Her prior experience includes 15 years with two of the largest worldwide accounting firms, most recently Deloitte & Touche and Arthur Anderson processing several hundred returns each deadline.
She enjoys working in the tax operations to make sure each busy season runs smoothly while striving to serve our clients and meet each deadline.
Client Service Representative
Ann Mathis, CPA, CFP
Ann has worked with sophisticated investors and business owners to create business and individual tax strategies. She has particular expertise in the real estate and professional service industries.
Ann is an expert in systems innovation for small businesses and complex tax strategy design for wealthy investors. She has created custom approaches for clients to maximize their passive income streams while minimizing their overall tax liability.
Ann’s current focus is on ProVision’s internal systems – using automation to leverage resources in order to provide an enhanced client experience.
Ann joined ProVision in 1999, becoming Tom’s partner in 2001. She has her master’s degree in taxation from Arizona State University and spent several years with KPMG prior to joining ProVision.
Client Relations Manager
Bryce began his journey in accountancy at Southern Utah University where he graduated with his Bachelors Degree in Accounting. While attending SUU, he participated in the school’s Professional Accountancy Club where he was able to network with many different firms and great people. He also worked as a site supervisor for the Volunteer Income Tax Assistance program where he was able to help many families accurately prepare their tax returns at no cost.
Following his time at SUU, he headed further south to Arizona State University where he obtained his Masters Degree in Taxation. His time there helped him develop a vast knowledge of tax concepts and prepared him for an exciting career in tax accounting.
Directly out of school he came into contact with ProVision. He learned of the unique services provided by the firm and saw the tremendous opportunity it was and could not pass on the offer to join the team. Seeing others achieve success in their journey to financial freedom has made every minute at ProVision an unforgettable experience.
Casey Meyeres, CPA
Casey is a Partner with ProVision serving successful business owners, entrepreneurs, professionals, and investors with tax and wealth planning to help achieve their goal of financial freedom.
Casey has over 16 years of experience in public accounting, ranging from tax and audit compliance and consulting for a broad range of public and privately held companies, business owners, and high net worth individuals.
Prior to joining ProVision, his role as a Tax Senior Manager for Deloitte Tax LLP in the Private Company Service and Private Client Advisor groups contributed to his experience in working with small business owners, entrepreneurs, and high net worth individuals and the complexities they face.
Casey has wide Industry experience including real estate, construction, retail, manufacturing, communications, information technology, media publication, home building, and professional services. He holds a B.S.B.A in accounting and finance from The University of Arizona and is an active member of the AICPA and ASCPA. Casey most recently served a three year term as treasurer for the Phoenix Civitan Foundation.
Vice President of Operations
As the Vice President of Operations, Clarissa is responsible for overseeing ProVision’s client service and sales team by providing strategic direction in the day-to-day operations. Clarissa is also involved in managing various projects, the co-production of products and services development and collaborating with the firm’s partners to ensure company culture and quality assurance is maintained throughout the firm.
Clarissa combines interpersonal, management, and training skills to encourage, empower and guide personnel through professional development and growth. Clarissa brings a combination of expertise in managing teams and building and creating curriculum.
Prior to joining ProVision, Clarissa taught business planning courses to start up and existing entrepreneurs, and high school business classes to freshman through senior year students. She also led client service teams in the banking industry where she was accountable for directing operational goals and objectives, the delivery of excellent service, and developing and preserving new and existing client accounts.
Clarissa holds a Bachelor of Science degree in Business Administration from the University of Arizona and a Post Baccalaureate Secondary Education Certification from the University of Phoenix.
Clinton is our enthusiastic marketing ninja and facilitates our overall marketing efforts. Clinton is also responsible for the development and execution of marketing initiatives, new product development, brand awareness etc.
Deni Baldwin, CPA
Deni joined ProVision with more than 11 years of experience with two of the largest accounting firms in the world, most recently Deloitte & Touche where she worked with top level executives including Tax Directors, controllers, CEOs and CFOs providing comprehensive tax consultation and compliance services.
During her tenure at Deloitte & Touche, she completed four short-term assignments in India. She served all types of client ranging from large publicly held corporations to closely held partnerships and LLCs. She has experience in many different industries including real estate, manufacturing, technology and education.
Her passion is working with entrepreneurs to help them create a wealth strategy that will provide financial freedom throughout their life and for future generations. Her extensive experience in tax enables her to assist clients in establishing tax efficient structures and believes a proactive approach to tax planning is essential.
Gabi graduated from the University of Arizona with a Bachelor of Science in Accountancy. She enjoys assisting in developing strategies for individuals who have very different backgrounds and who are passionate about achieving their personal and financial goals.
She especially likes to see the final product of a strategy during the tax preparation process to bring everything into perspective. It has been very rewarding for her to be able to connect with various clients and feels that it adds value to the work performed.
In her free time, Gabi enjoys spending time with her family, playing and watching sports, and hiking.
Irene’s background includes more than 17 years assisting the President/CEO of numerous companies including Liz Claiborne, Ann Taylor, Polo Ralph Lauren, Clear Channel Communications and Philosophy.
Irene is originally from Brooklyn, NY and moved to Arizona in 2007.
Having spent the first few years of his career working for large corporations, Jim decided to make a transition to public accounting and found the perfect opportunity with ProVision. He developed a knack for customer service in college, working part-time for Wells Fargo Bank, and also had a desire to interface with clients in his professional career and stive to meet their needs.
Most recently, Jim worked in the tax department of Fortune 500 company, Insight Enterprises, where he obtained valuable experience. During that time, Jim continued his education by obtaining a master’s degree in accounting by taking night classes. When Jim came in contact with ProVision, he knew that his experience, education and ability to meet the needs of clients would make him a great fit.
Senior Tax Manager
With over a decade of tax experience with stops in Canada, Belgium, India and Switzerland, Jonathan joined Provision in 2014. Prior to joining ProVision, Jonathan worked as a Tax Manager for one of the top accounting firms in the world as well as a Tax Policy Officer for the Canadian government. During this time, Jonathan has become extremely well versed in the US tax consequences for high net worth individuals living both in the US and abroad.
A lawyer by trade but an accountant at heart, Jonathan works closely with his clients to develop wealth and tax strategies which help clients achieve their financial freedom. Jonathan holds a Masters’ Degree in International Business Law from McGill University, a J.D. from Osgoode Hall Law School and a LL.B. from Universite de Montreal.
Originally from Canada, Jonathan read the siren call of Tax-Free Wealth and endeavored to learn more of the unique services provided by ProVision. Seeing the tremendous opportunity it was he could not pass on the offer to join the team. He moved his young family to the desert and has not regretted it for a moment.
Seeing others achieve success in their journey to financial freedom has made every minute at ProVision an unforgettable experience even during Arizona’s blistering summer.
Client Relations Manager
Client Services Manager
As the Client Service Manager for ProVision, Manny is dedicated to delivering a high level of excellence in customer service. His ultimate goal is to ensure that client engagements are successful experiences and instills this goal to the ProVision Client Services team, which he manages.
Prior to joining ProVision as Client Service Manager, he has more than 13 years experience in Client Services within the Financial Services industry. He positioned and enhanced the relationships between Clients and the Organization by striving for quality. His fundamental belief in relationship building yielded lasting partnerships and business expansion.
Manny is a native of Puerto Rico with ties to the Philadelphia area. In his spare time he enjoys baseball and spending time with his niece and nephew.
Senior Tax Manager
Administrative Account Assistant
As a Client Service Representative for ProVision, Megan is responsible for providing excellent client service. She responds to requests via phone, fax and email and facilitates the monthly Ask Tom Live sessions with our CEO Tom Wheelwright. She works with our Client Relations Managers to schedule complimentary consultations and provides support for our Wealth Strategy U website.
She is excited to help others take the first step towards financial freedom. Since joining ProVision, Megan is working towards her Bachelor’s Degree in accounting.
Megan moved to Tempe, Arizona in 2007 from Tulare, California where she worked in inside sales for J.D. Heiskell LLC, one of the biggest dairy grain providers in America. In addition, she worked on her family’s dairy throughout her childhood and early adulthood until it was sold in 2006.
In her free time she enjoys going to concerts and is an avid karaoke participant. She also enjoys “giving back” and actively volunteers in different events in her community.
Patricia joined ProVision in December 2015 just a couple years after completing her Masters degree in Accounting and Finance Management from DeVry’s Keller Graduate School of Management. She has prior experience with a small CPA firm in the valley, which gave her knowledge in business bookkeeping and business and personal tax filing. Before that, she spent 12 years in residential mortgage banking and underwriting with many national banks to include Bank of America and Wells Fargo.
She came to ProVision with excitement to learn more about tax and wealth strategies so that she could build her accounting knowledge base to become a CPA. Patricia’s main interests have always been people and numbers, and she is excited to be a member of a team that genuinely has a passion for helping others achieve their financial freedom goals.
When Patricia is not working she enjoys time with her family traveling and camping. She volunteers most of her free time with her sons’ local Cub Scout Pack as a Committee Treasurer and Den Leader with the Boy Scouts of America.
My goal is always to deliver top-notch quality and personalized service for every client and business contact I encounter.
Niches for which I have substantial experience include credit unions, governmental entities, manufacturers and distributors, non-profit organizations, common interest realty associations, service providers, as well as wholesalers and retailers.
Since 2008, when I obtained the Certified Valuation Analyst (CVA) credential, my time is increasingly spent on business appraisal work.
Specialties: -Federal & state income taxation of (C and S) corporations, partnerships (including LLCs), individuals and trusts
-Reporting for tax-exempt organizations (including form 990 filings for many 501(c)(3) and (c)(6) organizations, as well as private foundations, 990-PF)
-Reporting for employee retirement/benefit plans (5500)
-Valuation of closely held entities for both tax and non-tax related purposes
Scott Snow, CPA
In January 2008 Scott became a Partner in the ProVision team after being with the firm for two years. He came to us from Idaho where he was the managing partner of his own accounting firm. He is passionate about accounting and taxes, relishing the challenge in finding the best possible solution for every client.
Scott’s ten years of experience running his own accounting firm helps him relate to and understand the problems and concerns of other business entrepreneurs. He specializes in helping clients develop their wealth strategies and using tax savings to help them accumulate wealth.
As someone who has been investing in real estate for over thirteen years, Scott enjoys working with real estate investors and professionals to accelerate their financial freedom through real estate investing. He is able to provide insight into analyzing opportunities in addition to ensuring real estate investors and professionals maximize their tax benefits while maintaining liability protection.
Scott graduated with a Bachelors degree in Accounting from Utah State University. He and his wife Amie are the proud parents of four children.
Tax Services Facilitator
Stephanie has been in the accounting world for the past 17 years.
She started with ASU in 1999 as an Office Specialist Sr. who managed the budgets for ASU Student Government Leaders and over 120 Campus Cubs and Organizations provide Concerts, Fairs and a large variety of different events for the ASU community while helping students find a comfortable fit with a club that was right for them. While also helping them succeed with ASU campus life.
In 2006 Stephanie moved her interested to East Campus where she became a Business Manager for the Applied Biological Science department and then a Business Manager Sr. for the Business Department of the School of Education till 2009.
Stephanie then decided to expand her education by attending Ashworth College to get her certification in Professional Tax Preparation. She graduated with Honors and a 4.0
She then worked for a Private Tax firm for five years, until she expanded her horizons and worked for H&R Block the next two years before coming to Provision Wealth where she plans to stay for a very long time.
Her goal is to help Entrepreneur enjoy and excel with their investments for a very long time to come.
Administrative Support Specialist
Tim Gertz, CPA
With more than 12 years of experience, Tim is a highly-trained and educated professional with a focus in public accounting, working with highly diversified market groups.
Tim received his undergraduate and Master’s degree in Accountancy from Arizona State University. There he studied accounting, tax, and business information systems.
His prior experience in public accounting includes 10 years with local CPA firms in both Arizona and North Carolina where he provided tax planning and other consulting services for privately held companies and their owners. This diversified experience has allowed Tim to be exposed to every facet of the tax code while serving his clients, whether real estate professionals, farmers or professional service groups.
Tim’s strong passion to help entrepreneurs achieve their goals through strategic tax and wealth planning continues to drive his progression in the accounting industry.
Tim was born in Marin county, CA and spent majority of his childhood there. Since that time he has called Arizona, Colorado, and North Carolina home.
Todd Smith, CPA
Todd joined ProVision after having spent 9+ years with Arthur Andersen and Deloitte Tax. His areas of focus at Andersen and Deloitte were real estate and investment management companies. Todd’s passion is working with entrepreneurs and small business owners and helping them achieve their financial goals.
Todd obtained his Bachelor of Science in Mathematics from Northern Arizona University and his Masters of Taxation from Arizona State University.
Outside the office, Todd enjoys running and exercising, watching movies and following local sports teams.
Tom Wheelwright, CPA
Founder & CEO
Zhi Farn Ang
The best clients, exceptional culture, comprehensive benefits & a valuable understanding of taxes and business.