Profile

About the Firm

The firm specializes in tax preparation, tax consulting and planning. Bookkeeping services are provided to assist business clients in determining how well their business is doing and as the first step in tax preparation.

The firm consists of John R Whitesides, EA whose responsibilities are tax preparation and consulting. Lisa Foley is in charge of the bookkeeping department and assists with tax preparation. Linda Whitesides is the office manager and administrator.

 

Paul Whitesides, CPA and Founder

Paul Whitesides returned from World War II service in the China theatre in 1946. He was a Chinese translator with the rank of Army Captain. He then went to work for Coopers and Lybrand and earned his CPA license. He left Coopers to be the Controller of what is now the University of the Pacific Dental School in San Francisco. Paul started his own CPA practice in 1953 (some of the young dentists were his first clients.) The rest, as they say, is history. Paul continued his practice until he retired in 1988 and sold the practice to his son, John. Paul passed away on December 4, 2012, at the age of 91.

 

Professionals:

John R. Whitesides, EA

John Whitesides, EA, has been involved in the tax business his entire life. John started by assisting his father with tax returns when he was in high school. He worked for his father from 1978 to 1982. In 1982 John started his own tax practice. Linda, his wife, was the office manager. When his father retired in 1988, John took over the practice.

John has a Bachelor of Arts in Economics from San Francisco State University. He became an Enrolled Agent in 1993. He is a Fellow of the National Tax Practice Institute, a member of the National Association of Enrolled Agents, Nevada Society of Enrolled Agents, California Society of Enrolled Agents and the National Association of Tax Professionals.

In the off season, John is an avid scuba diver. He enjoys cruising and traveling with Linda. He also likes spending time with his daughter and 4 grandchildren.

 

Lisa Foley, EA

Lisa Foley, EA, has over 28 years of accounting experience. She began working for her father in 2010 as CRTP (California Registered Tax Preparer). Lisa graduated from the College of San Mateo in 2011 with an AA degree in Accounting. In 2016 she qualified for the AFTR (Annual Federal Tax Refresher). In 2019, Lisa became an Enrolled Agent.

Lisa is a member of the National Association of Enrolled Agents, Nevada Society of Enrolled Agents, California Society of Enrolled Agents and the National Association of Tax Professionals.

Lisa lives in Reno with her husband, Pat. She has four children – two adults and two in high school. Lisa enjoys travel and reading.

 

Office Manager:

Shirley Myers

Shirley Myers, Office Manager, has been in the accounting field for over 30 years. She enjoys doing the main office work (what most people call the boring stuff) like filing, making copies of documents, etc. She enjoys helping co-workers and speaking with our clients. “You never know what will come up, so each day is different.”

Shirley is a very talented crafter. She likes to work on plastic canvas, crochet items like scarves and afghans, and make necklaces, bracelets and a few earrings. Most of all she likes to spend time with her dog, Twinkle. Shirley and Twinkle can be seen taking long walks at least twice a day around her apartment complex.

 

Clerical Staff:

Gloria Gallo

Gloria Gallo does general clerical work and answers the phone. She assists Shirley anyway she can. This includes taking care of the demanding mascot when Shirley can’t be interrupted. She does the work around the office that needs to be done and no one
else has time to do.

Gloria enjoys making earrings, making projects with plastic canvas and crocheting baby blankets and scarfs.

 

 

 

 

 

Mascot (She Who Runs the Office on Wednesdays & Saturdays):

 

 

Retired Staff: 

Linda Whitesides

Linda WhitesidesLinda Whitesides has been the office manager since 2005. She has the enviable duty of keeping the tax preparers organized and on track, while making sure our clients are treated in a friendly and professional manner.

Non-Tax Season, Linda enjoys traveling (especially cruises) with John, taking care of their three cats, watching OLD movies, scrapbooking and various other crafts. Linda is active in her P.E.O. chapter here in Carson City. Linda retired in 2015.

 

 

 

Other Photos: