Experts in every field

we are
a big
team

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lackline Partners is a boutique collection of tax and financial practices throughout California. Each practice is carefully selected so that it can meet the highest standard for providing tax and financial services to it’s clients. We offer tax services, including tax preparation of federal and state tax returns, tax planning and consulting, business advisory, financial planning, bookkeeping and payroll services.

Blackline Partners provides a solid back-office support, such as staffing, continuing education, marketing, human resources, technology, risk management and administrative services so that each office can focus on providing quality client services and client retention.

Blackline Partners brings a variety of business, tax and financial specialty services together with technology integration in our Management Platform Solution.

Blackline Partners Team

Leadership Team

Margaret Bistrovich
Chief Operating Officer
Margaret serves as the Chief Operating Officer at Blackline Partners, LLC overseeing the daily operations, working with employees, partners and customers to deliver a boutique client experience leveraging our comprehensive team of tax & accounting professionals. In her role, Ms. Bistrovich is responsible for operational and strategic priorities critical to the firm’s success; including corporate development, strategic planning & execution, client delivery, human resources, finance, employee education, onboarding and communications. Prior to joining Blackline Partners, LLC, Margaret served a 17-year tenure as the head of operations for GAFFEY Healthcare, a national healthcare software and service organization. During this engagement, she led the teams responsible for oversight of all client-facing activities, support, process improvement, training, onboarding and company-wide operations.

DONALD SIEGEL
CPA, JD, CORPORATE OPERATIONS & TAX DIRECTOR
Don serves as the Corporate Operations & Tax Director at Blackline Partners, LLC overseeing the bookeeping, tax and business practices for our firms while driving companywide growth initiatives.  Don’s background encompasses extensive understanding of tax and business development delivering Best Practice solutions through his inherent entrepreneurial approach to business operations. Mr. Siegel joined Blackline Partners in 2016 as a Regional Tax Director.  Prior to Blackline Partners, Don dedicated his career to managing tax and accounting firms in CA, MD, FL and Washington D.C. In addition to his CPA licenses in CA and MD, Mr. Siegel holds an MBA and J.D. law degree.

Lydia Gomez
Manager
Client Support and Delivery
Lydia has deep experience with onboarding each of the Blackline tax and accounting offices, currently overseeing office and IT support functions for the company. Lydia has over 10 years of experience within Payroll & Human Resources for companies such as Deloitte  & Aramark.  Also, over 5 years of experience in handling a wide range of administrative and executive support-related tasks as an entrepreneur.  She has been with Blackline Partners since inception in 2012.  Lydia dedicates her free time to her children and loves to read and travel.

Terese Link
Manager
Accounting and Finance
Terese’s experience in accounting began in 2003 when she went to work for a local grocery store doing the bookkeeping. In 2010 she became a Registered Tax Preparer after taking courses at Truckee Meadows Community College. She began working for H&R block in 2011 and has since been working in the field maintaining the books and preparing Business and  Individual tax returns for several different clients. Terese has been with Blackline Partners since inception in 2012. Her role lies mainly in accounting and tax preparation for the business. Currently, Terese works with the operational and finance team to provide financial metrics towards achieving the company’s business goals.

Tax & Finance Team
Natalie Blackmore
Administration
James Caswell
CPA, Business and Individual Tax Advisory
Blanca Fernandez
Administration
Annette Finerty
EA, Business and Individual Tax Advisory, Multi-State (SALT) & Gift Tax
Cynthia Glassman
EA, Business and Individual Tax Advisory, Small Business Advisory
Susan Gollnick (Walsh)
CPA, Business and Individual Tax Advisory
Wayne Hardesty
EA, Business and Individual Tax Advisory
Cindy Hughes
CPA, Business and Tax Advisory
Perry Johnson
EA, Business and Individual Tax Advisory
Sarah Kersten
Business and Individual Tax Preparation
Dulce Lackemann
CPA, Business and Individual Tax Advisory, Medical Practices
Liz Larson
EA, Business and Individual Tax Advisory
Priscilla Lerma
EA, Business and Individual Tax Advisory, Estates & Trusts, Real Estate Advisory
Pat Malloy
CPA, Business & HOA’s
Ann Mills
EA, Individual Tax Advisory, Estates & Trusts
Don Siegel
CPA, Business and Individual Tax Advisory, non-profit, multi-state, Restaurants, CFO servcies
Dan Smith
EA, Tax Advisory
Lynn Smith
EA, Construction Industry
Randi Stern
EA, Business and Individual Tax Advisory, Estates & Trusts, Ministries
David Strauss
Business and Individual Tax Advisory
Larry Willis
CPA, CFO outsourcing, valuation and sales
Yongli Yang
Business and Individual Tax Advisory
Georgia Rogers
EA, Business, Individual, LLC Partnerships & Real Estate Tax Advisory
Business Services Team
Mary Avilla
Bookkeeping, Payroll Services
Debra Felter
Payroll, Bookkeeping Services, Administration
Janine Forrest
Payroll, Bookkeeping Services, Administration
Julie Garvey
Bookkeeping, Payroll Services
Ruth Martin
Bookkeeping, Payroll Services
Joyce Miller
Bookkeeping, Payroll Services
Gabe Smith
Bookkeeping Services
Lynn Smith
EA, Construction Industry
Summer Smith
Bookkeeping, Payroll Services, Construction Industry
Roy Whitmore
Payroll, Bookkeeping Services
Jennifer Winters
Payroll Services
Melissa Cordova
Bookkeeping & Payroll Services, Quickbooks
Business Advisory & Consulting Team
James Caswell
CPA, Business and Individual Tax Advisory
Pat Malloy
CPA, Business & HOA’s
Don Siegel
CPA, Business and Individual Tax Advisory, non-profit, multi-state, Restaurants, CFO servcies
Dan Smith
EA, Tax Advisory
Larry Willis
CPA, CFO outsourcing, valuation and sales
Georgia Rogers
EA, Business, Individual, LLC Partnerships & Real Estate Tax Advisory