our_team

The people behind your numbers.

Enrolled Agents, bookkeepers, payroll specialists, and advisors who work from the same information, so you get one connected team instead of a handoff.

✦ Book a Discovery Call → Join the team

the_team

Meet the team

// leadership

Evita Baldwin Managing Partner and Visionary

Evita co-founded TreeStar and sets its direction, leading the firm, its operations, and the systems that keep client work moving. She reviews every bookkeeping engagement, prepares S corporation returns, and works hands-on with cannabis and other regulated businesses and with professional gamblers, on everything from inventory and cost of goods sold to the advisory work that turns clean books into decisions. She also builds much of the firm's internal software.

Heather Perry Founding Partner and Tax Director

Heather leads TreeStar's tax practice and is the final word on every return that leaves the firm. She reviews and signs returns, leads tax research, prepares partnership and corporate returns, and builds the tax plans that keep clients ahead of the calendar. When a client is facing the IRS or the Franchise Tax Board, Heather is the one in their corner, handling exams, payment plans, and resolution cases with steady, expert judgment. She also welcomes every new client to the firm.

// the_team

Cynthia Hudson Operations Coordinator

Cynthia keeps TreeStar running. She is the one everyone turns to when something needs handling: coordinating schedules and deadlines, keeping client work moving between teams, chasing down the last document, and making sure nothing falls through the cracks. If it needs doing, Cynthia is usually already on it.

Kayla Ortiz Bookkeeping Lead & Tax Preparer

Kayla leads TreeStar's bookkeeping team, guiding the bookkeepers day to day and keeping every month-end close on schedule. She also works across tax and payroll, which makes her a natural connector on the team: she prepares individual and specialty returns, runs payroll and quarterly payroll filings, including certified payroll for public works, and manages the firm's 1099 and business property tax programs.

Alexis Avitia Payroll & State Tax Specialist

Alexis runs payroll for TreeStar clients and keeps them current with state and local taxes. She handles payroll processing and filings, works with clients' payroll providers, and manages state and local tax (SALT) obligations such as sales and use tax, so growing businesses stay compliant wherever they operate.

Belen Garcia Tax Admin

Belen keeps every tax engagement moving, from organizers and document requests to e-signatures, e-filing, and delivery through the client portal. She also prepares Schedule C returns, handles sales, use, and cannabis excise filings, and manages notice responses and penalty abatement requests.

Kim Pozar Bookkeeper

Kim keeps client books current and reconciled, from transaction coding and bank reconciliations to the month-end close and financial statements. She also takes on cleanup projects and tracks inventory and cost of goods sold for clients in regulated industries.

Jennifer Harlow Bookkeeper

Jennifer handles monthly bookkeeping from first entry to financial statements, along with bill pay and invoicing for clients who hand off those workflows. She sets up new clients in QuickBooks Online and prepares the year-end package that hands clean books to the tax team.

Hunter Lindstrom Office Support Admin

Hunter keeps the firm's technology, records, and compliance calendar running. He handles entity formations, Statements of Information, and registered agent filings for clients, prepares 1099 filings ahead of January, and supports the bookkeeping and tax teams when the workload peaks.

Amanda Lopez Receptionist

Amanda is the first voice and face clients meet at TreeStar. She runs the front desk, schedules appointments, sets up new clients in the portal, helps with logins and uploads, and makes sure every message, payment, and piece of mail reaches the right person the same day.

how_we_are_organized

One team, five disciplines

tax Tax

Planning, preparation, and representation, led by Enrolled Agents.

→ bookkeeping Bookkeeping & Accounting

Clean, current books and a monthly close that every other service builds on.

→ payroll Payroll

Accurate pay runs, filings, and California compliance, tied to the books.

→ advisory Advisory

Forecasts, reporting, and decision support that turn numbers into next steps.

→ client_experience Client Experience

The front door: scheduling, onboarding, and keeping every request moving.

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