Who We Are
Expertise Meets Personalized Service
We’re all about meaningful connections. To us, our clients are our partners and your success is our success. Our dedication to personal, attentive service along with our ongoing investment in personal development, technology, and our network reflects our unwavering commitment to excellence.
Steve Olmsted
Partner
Steve has spent 30+ years as a CPA, the majority of those as a partner. Along with wife, Bernie, he founded O&A which has transitioned into Harbor View Advisors. Steve obtained his accounting degree from Cal State Fullerton, followed by his CPA license and Masters in Taxation. Steve has spent a great deal of his career helping small to mid-size businesses and their ownership, but he enjoys all challenges of accounting and tax. When not working, Steve enjoys time with family and friends, as well as anything that keeps him active.
Bernie Olmsted
Partner
Bernie, along with Husband Steve, was a founding partner of O&A which after 18 years, transitioned into Harbor View Advisors. Bernie attended Michigan State University (Go Spartans) and spent her formable years as a Michigander. She was responsible for building the entire back office and infrastructure for O&A and has always taken great pride in the quality of team members and services our firm provides. When away from work, Bernie enjoys many passions – two of which are family (especially grandson Byron) and anything Detroit or Michigan. If you want to find Bernie on a Sunday in the fall, she’ll be front and center watching the Lions.
Stacy Cartwright
Operations Manager
Stacy was born, raised, and currently lives in Orange County, CA. She has 10+ years’ experience as Operation Manager and in her free time she enjoys reading, road trips, fishing, and PC gaming.
Steve Schubert
Tax Senior
Steve is currently an Enrolled Agent at Harbor View Advisors and a proud graduate of Cal Poly Pomona. He was inspired to pursue a career in accounting after realizing the demand for accounting professionals with a passion for helping people. Prior to working at Harbor View Advisors, he received his CA Real Estate Broker’s License and continues to hold this license and finds that it compliments his career in accounting as many clients have transactions involving the buying and selling of real estate. In his free time, Steve can be found cheering on his son at any number of youth baseball and rugby tournaments. Personally, he enjoys golfing, basketball, snowboarding, and anything sports.
Tenisha McDaniel
Tax Administrator
Tenisha McDaniel is a seasoned professional with over 18 years of administrative experience, specializing in tax-related matters. Armed with a BA Degree in Criminology, she brings a unique perspective to her role, combining analytical skills with a keen eye for detail. Tenisha is a certified CTEC professional, showcasing her commitment to staying current in the ever-evolving field of taxation. Outside of her professional endeavors, Tenisha finds joy in spending quality time with her family, unwinding through relaxation, and exploring new destinations through travel.
Gary Strout
Tax Manager
Gary is an experienced Certified Public Accountant, bringing over three decades of experience in public accounting and private industry. He graduated from California State University, Fullerton with a Bachelor of Arts in Business Administration with a concentration in Accounting. His tax experience extends across various industries, including real estate, large investment partnerships, and high net worth individuals. In addition to tax planning and representing taxpayers in income tax examinations. Prior to join Harbor View Advisors, Gary work for two large local CPA firms and a publicly held company. Gary is a member of the AICPA and California Society of CPAs.
Paul Dustman
A/A Manager
Paul is the Senior Audit Manager who manages Harbor View’s attest engagements. He is also active in overseeing the various accounting assistance projects of the Firm. His experience includes working with both large and small organizations in a variety of industries including mortgage lending, physician associations, nonprofits, equity funds, construction, and employee benefit plans. Paul grew up in the Inland Empire and has over 16 years of experience in public accounting. Paul graduated from California State University, Fullerton earning a degree in Business Administration with a concentration in finance. He enjoys spending time with his wife, his four adult children, the family pup, and their ragdoll cat.
Paul is an active member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants.
Linda Irving
Receptionist
In her professional life, Linda Irving is a seasoned bookkeeping professional with over 10 years of valuable experience, she embarked on her career journey with a focus on gaining comprehensive knowledge of tax preparation, starting from the grassroots level, as an integral part of Olmsted and Associates. Linda earned her bachelor’s degree in accounting from Cal State Dominquez Hills, and also a master’s degree in accounting from Southern New Hampshire University. In her spare time, she prioritizes quality moments with family and friends, exploring new destinations and cuisines through her love for travel and culinary adventures. An avid reader, Linda indulges in murder mystery and law theme novels or in old tv shows like Columbo, Murder, She Wrote and McMillian and Wife.
Carol Chen
A/A Supervisor
Carol is an audit supervisor at Harbor View Advisors and works on a variety of engagements including audits, compilations, and accounting services. Her experience includes working with companies and individuals in the mortgage industry, managed services organizations, medical groups, and professional services. Carol graduated from California State University, Fullerton with a Bachelor of Arts in Business Administration with a concentration in Accounting. She is an active member of the California Society of Certified Public Accountants
Taejung "TJ" Kim
A/A Supervisor
With over 17 years of experience in the public accounting and banking, TJ is a seasoned accountant specializing in Audit & Accounting. He has successfully executed numerous A&A and tax projects, and consistently delivers high-quality projects on time and within budget, earning the trust and satisfaction of clients and team members. TJ holds an MBA in Finance and BS in Engineering and is a Certified Public Accountant (California). Outside of work, he enjoys playing golf, exercising, and mentoring young professionals interested in pursuing a career in accounting and finance.
Scott Archbold
Tax Senior
Scott is a Certified Public Accountant with over 10 years of experience working in public accounting, with a heavy focus in taxation. He received a BA in Marketing and Management from California State University Long Beach. Scott is married and has 2 kids. In his spare time, he enjoys going to the beach, camping, traveling, and spending time with the family.
Giovanni Hernandez
Staff Accountant
Giovanni, equipped with a bachelor’s degree in accountancy from CSULB and three years of valuable experience, is currently CPA eligible, underlining his unwavering commitment to maintaining the highest standards in accounting. Beyond the professional realm, Giovanni finds joy in outdoor adventures, particularly hiking and shares his enthusiasm for culinary exploration by discovering new restaurants with friends. His academic achievement, hands-on experience, and social spirit make Giovanni a well-rounded individual, contributing to the continuing growth of Harbor View Advisors.
Leslie Meyer
A/R Contract Labor
Leslie has have worked for 24 years in accounts receivable, accounts payable and collections. She is dedicated to ensuring timely collections that need to be addressed. She also helps during tax season with e-file forms that need to be returned to our office and payments that need to be collected. Her training was at a company that sold Industrial and automotive paint and supplies for many different levels of companies. She attended a junior college (many years ago) and received an AA in general education.
Rohit Puri
Sr Tax Accountant
Rohit graduated from San Diego State University in 2006 with a BA in Sociology and then graduated from Golden Gate University School of Law in December 2010 with J.D. He obtained his CTEC (California Tax Preparer License) in December 2015, and has been working in the field of Accounting and Tax since 2016. Rohit is currently studying to become an IRS licensed Enrolled Agent.