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Caswell & Associates - Staff

James C. Caswell, CPA, MBA

Jim received his Masters of Business Administration - Accounting & Finance from the University of Detroit in 1962. He also received his Bachelors Degree in accounting from St. Joseph's College, Rensselaer, Indiana in 1960. His work experience includes 7 years working for Arthur Andersen & Co. and Arthur Young & Co. (now Ernst & Young), 7 years as a partner with two small accounting firms, and he has practiced as an individual practitioner in his own practice since 1979. Jim was a member of the U.S. Army for 8 years and has a college soccer coaching license and coached for the Pacific Soccer League and AYSO for 12 years. He has many affiliations including the California Society of CPAs.

Yongli Yang, CPA

Yongli received her Masters of Science in Accounting from Missouri University in 1993 and her Master of Arts in English from Nanjing University in 1988. Her work experience includes 3 years as accountant and consultant for 2 import/export corporations, and 15 years of tax preparation and accounting work for a CPA firm and a national tax preparation firm. Yongli passed all 4 parts of the CPA exam on her first sitting in 1994, received her CPA certificate with Maryland State Board of Public Accountancy in 1998 and received her California CPA certificate in 2004.

Brenda Duran, EA, MBA

Brenda received her Masters of Business Administration from Pepperdine University in 1985 and received her Bachelors Degree in Business from California State University, Northridge. Brenda is a licensed tax professional with 15 years of experience. She received her CA registered tax preparer license (CTEC) in 2000 and her Enrolled Agent (EA) license in 2010. Prior to becoming a tax professional, she worked for Raytheon Company for 20 years as a Business Manager/Controller of Special Programs. Brenda can assist clients in areas of budgeting, QuickBooks, audit support, lien releases, revivor of business entities and tax planning.

Matt Mahalak

Specialist in Information Technology issues including developing & maintaining our company website.

Ginny Frazier

Our Office Manager, in charge of keeping internal operations running smoothly.