About Us & Our Accounting Services

Montgomery, Niemeyer and Co. has long been trusted by Covina residents and business owners to handle a variety of accounting and bookkeeping tasks. As specialists in small business, the firm’s partners focus on creative solutions designed to enhance business processes and improve client success. They’ve forged a solid reputation on providing reliable, outside services to small business owners who want to increase their financial success.

Forman, Richter and Rubin (FRRCPA) is one of the leading accounting and bookkeeping companies in Covina. They specialize in providing reliable accounting and financial planning services to both individuals and small business owners. They’ve created a solid reputation in the local community thanks to their trustworthiness, depth of experience and ability to help small business owners grow their enterprises.

Now, both firms are merging to form HSRDS Accountancy Firm. Focused on superior customer service, the new firm offers a diverse portfolio of services that make it more than just the accountant Covina business owners trust. HSRDS is also the accounting firm that Covina businesses and individuals can turn to when they have unique tax, auditing, record keeping, forensic or valuation needs. By combining two experienced teams, HSRDS has become the only CPA firm Covina businesses will need to complete an array of essential tasks.

Why choose us?


  • Our expertise is unmatched by any other bookkeeping company Covina businesses use.
  • We believe that a superior customer experience is just as important as solid accounting services.
  • Our partners are all experts in the field with extensive experience.
  • We offer all the services you need under one roof so that you never have to shop for another accounting firm.

Our experience
is unmatched

Our partners have expertise in a wide variety of accounting competencies and have provided decades of combined service.

Our services are
unparalleled

We offer a diverse body of services so that individuals and small business owners never have to look elsewhere.

We always put
our clients first

Meeting the needs of our clients is our first priority, no matter what.

We know how to do
what you need

Audit? Tax filings? Forensic needs? Whatever your accounting task, we can handle it.

PARTNERS

Joanne Hoffman, CPA, CFE, MBA

Joanne Hoffman

CPA, CFE, MBA

Partner

With over 16 years of public accounting experience, Joanne con..

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Jim Short, CPA.CITP, CVA

Jim Short

CPA.CITP, CVA

Partner

With over 28 years of public accounting experience. Experience..

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Craig R. Rubin, CPA

Craig R. Rubin

CPA

Partner

Moving to California from New York, Craig received his Bachelo..

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Aneela DeWinter, CPA

Aneela DeWinter

CPA

Partner

Aneela earned her Bachelor of Science degree from California S..

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Joann G. Sanderson, CPA/PFS

Joann G. Sanderson

CPA/PFS

Partner

With over 36 years of public accounting experience, Joann work..

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Dale L. Montgomery, CPA

Dale L. Montgomery

CPA

Emeritus

With over 46 years of public accounting experience, Dale appli..

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MANAGERS

Douglas G. Rustenburg, CPA

Douglas G.

Rustenburg, CPA

Manager

Over 16 years of public accounting experience. Currently actin..

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Kimberley Panarelli, CPA

Kimberley Panarelli

CPA

Manager

Kim has been with our firm since February 2008. She earned her..

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Janny Thach, CPA

Janny Thach

CPA

Manager

Janny joined our firm in the beginning of 2012. She earned her..

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Stephan D. Montgomery, CPA

Stephan D. Montgomery

CPA

Manager

With over 16 years of public accounting experience and his tec..

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SENIOR AND STAFF ACCOUNTANTS AND PARAPROFESSIONAL

Patricia Rivas

Patricia Rivas

Staff Accountant

With over 10 years of public accounting experience. Experience..

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Dean Cheung

Dean Cheung

MBA

Staff Accountant

Dean’s professional background started within the banking an..

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Danielle Nedeau

Danielle Nedeau

Staff Accountant

Danielle joined the firm in January 2011. In 2002 she earned ..

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Hibbah Tajgeer

Hibbah Tajgeer

Staff Accountant

Hibbah joined our firm in May 2015. In 2014 she earned an AA a..

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Geri Harris, CPA

Geri Harris

CPA

Controller

Geri has been in her current position at the firm since Octobe..

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Renee Bettess,

Renee Bettess

Paraprofessional

Renee has been with the firm since 1990 and has worked in the ..

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ADMINISTRATIVE

Julie Lee

Julie Lee

Executive Assistant

Julie brings over 29 years of administrative management experi..

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Lisa Sandfrey

Lisa Sandfrey

Admin Assistant

Lisa ensures that clients receive the best possible service. S..

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Marilyn Taylor

Marilyn Taylor

Receptionist

After a career in the mortgage industry as a real estate loan ..

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Kaley Konrad

Kaley Konrad

Admin Assistant

Kaley joined the firm in September 2015. She is the source of ..

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Want to work with our amazing team?
Click the link below to get in touch today.