Our Team
The people behind the work.
A focused team you can actually reach, with the depth and dedication your project deserves.
Partners
David Harmon, CPA
Managing Partner
Founded Cedarcrest on a simple idea: a CPA should save you more than they cost. Leads the firm's tax-strategy and advisory work for Charlotte's owner-operated businesses.
Rachel Okafor, CPA
Partner, Tax
Heads the firm's tax practice. Spends the year, not just March and April, finding the moves that quietly lower clients' bills and keep them out of trouble with the IRS.
Marcus Reyes, CPA
Partner, Advisory & CFO Services
Steps in as fractional CFO for founders scaling up, building the forecast, sharpening the unit economics, and getting companies ready for their next round of financing.
Linda Castellano, CPA
Partner, Audit & Assurance
Runs audits, reviews, and compilations for nonprofits and funded companies, with a process built to be rigorous without bringing a client's team to a standstill.
Advisory Team
Priya Nair
Senior Accountant
Owns the monthly close for a roster of growing businesses, so owners open their books to numbers that are current, clean, and ready to act on.
Tomas Bennett
Payroll & Compliance Lead
Keeps payroll running and every filing on time across multiple states, so clients' teams get paid and the tax agencies have nothing to call about.
Hannah Cole
Client Success Manager
The person who actually picks up the phone. Keeps every engagement moving and makes sure no client question sits unanswered.
Talk to a real person, not a phone tree.
Tell us what you are facing and we will point you to the right person on the team.
Book a Consultation