Principal and Chief Operating Officer

HOLLY BREUER Principal and Chief Operating Officer EXPERIENCE Holly Breuer is a Principal and Chief Operating Officer at Purk & Associates.  Holly works with privately held businesses and their owners consulting on topics ranging from day-to-day operations to complex business structures and regulatory issues. She is Accredited in Business Valuation (ABV) by the American Institute…

Associate

CHRIS WITTICH Associate EXPERIENCE Chris Wittich is an Associate in the Business Services Division. In his role, Chris performs audits, compilations and reviews for clients in a variety of industries, which include DOL ERISA, manufacturing, non-for-profit, low-income housing, construction, employee benefit plans and labor unions. Prior to joining Purk & Associates, he worked as a…

TERRY KNOX Associate EXPERIENCE Ashley Lieberman is an Associate in the business services division. She ensures that audit standards are met for client matters, and works with individual and business clients on reviews, compilations, and audits. Ashley joined Purk & Associates in 2020. SPECIALIZATION Accounting & Controllership Business, Entity and Governance Consulting Construction Dealerships Healthcare…

Director

TERRY KNOX Associate EXPERIENCE Terry Knox, CPA, joined Purk & Associates, PC in 2020. Terry has 30+ years of experience in the accounting and tax industry. Terry performs audits, reviews and compilations, prepares financial statements and related tax forms for a variety of clients including local unions, employee benefit plans, not-for-profits, and partnerships. He works…

Director

DOUG PLEUS Associate EXPERIENCE Douglas Pleus, CPA, is a Principal at Purk & Associates, PC. In his role, Doug focuses primarily on taxation for small business services and individual tax and consulting services. He specializes in structure and transaction planning and forecasting, provides consulting to minimize tax, prepares complex tax returns and works with agents…

CANDICE CARTER Director EXPERIENCE Candice Carter is a Director who has more than 20 years of accounting and tax experience working for a publicly traded company and public accounting firms. In her role, Candice manages the accounting & controllership department. Candice specializes in bookkeeping, controllership, payroll, IRS & DOR representation, tax return preparation & planning…

MORGAN HOPKINS Associate 314-884-4017 VCARD TAX  ACCOUNTANT EXPERIENCE Morgan Hopkins is a Tax Accountant at Purk & Associates P.C.  Morgan is a dedicated and detail orientated professional with over 11 years of combined experience in public accounting and industry. Throughout her career, she has provided a variety of tax services to corporations, trusts, partnerships and…

Director, Wealth Management Services at Purk Advisors, LLC

DAVE WALTHER , CPA / PFS, JD Director, Wealth Management Services at Purk Advisors, LLC Check me out on BrokerCheck (314) 884-4018 VCARD INVESTMENTS  |  RETIREMENT PLANS |  TAX COMPLIANCE EXPERIENCE David Walther, CPA / PFS, JD, is Director of Wealth Management Services at Purk Advisors, LLC, the wealth management subsidiary of Purk & Associates, P.C.…

Senior Associate

RACHEL SMITH,CPA Senior Associate (314) 884-4005 VCARD ACCOUNTING AND CONTROLLERSHIP  |  ASSURANCE |  CONSTRUCTION / EMPLOYEE BENEFIT PLAN SERVICES |  GOVERNMENTAL |  HOME BUILDERS / MANUFACTURERS AND DISTRIBUTORS |  NOT FOR PROFIT |  PROFESSIONAL SERVICES |  REAL ESTATE INVESTORS AND DEVELOPERS |  TAX COMPLIANCE EXPERIENCE Rachel Smith, CPA, is a Senior Associate in the Business…

Associate

MALLORY SONE,CPA Associate 314-884-4031 ACCOUNTING AND CONTROLLERSHIP  |  DEALERSHIPS |  PROFESSIONAL SERVICES |  REAL ESTATE INVESTORS AND DEVELOPERS |  TAX COMPLIANCE EXPERIENCE Mallory Sone is an Associate in the tax division of Purk & Associates where she prepares entity and individual tax returns, researches complicated tax matters, and works with clients throughout the year consulting…