Holtzman Partners recognized six team members this summer for their five years of service with the firm. Among those receiving an award were senior managers Joey LoSurdo and Tara Rix, managers Jonn Gagnon and Veronica Midkiff, senior Tyler Newsome, and facilities manager Drew Harrison. We are proud of these milestones in each of their careers and are grateful for all their hard work and dedication to our people and our clients. We look forward to celebrating future milestones with them!
Senior Managers: Joey LoSurdo and Tara Rix
Joey LoSurdo is a senior manager on the firm’s internal controls and advisory teams. He has served a wide array of industries, including high tech, energy and retail. He enjoys collaborating with clients to ensure that their controls not only support the reporting of accurate financial information, but are also optimized to increase business efficiency and reduce costs.
As a senior manager on the tax team, Tara Rix specializes in tax compliance and consulting for closely-held flow-through entities and their owners. She frequently prepares tax returns for partnerships, S corporations, C corporations and individuals within these businesses.
Managers: Jonn Gagnon and Veronica Midkiff
Jonn Gagnon is a manager on the IT audit team where he is best known for his ability to solve technical IT General Control and Application Control issues for SAP clients. During his time with Holtzman Partners, Jonn has performed IT controls testing on a number of SOX engagements, as well as IT controls testing for a number of SOC 1 and SOC 2 clients.
When Veronica Midkiff first joined Holtzman Partners, she began working with clients on financial statement audits and employee benefit plan engagements. Now, Veronica specializes in the firm’s Internal Controls practice where she enjoys identifying improvement points in controls structures for her clients.
Senior: Tyler Newsome
Tyler Newsome joined Holtzman Partners as an intern on the audit team in 2013 and advanced to senior over the past few years. As part of the audit team, Tyler specialized in financial statement and employee benefit plan audits and primarily served in the technology and retail spaces.
Facilities Manager: Drew Harrison
Drew Harrison joined Holtzman as an intern and has grown to be an integral part of the operations team. Drew oversees all or IT needs and keeps things running smoothly by managing building maintenance projects among our three offices.