About Us

1937 – Balser, Horowitz, Frank, & Wakeling CPA practice is established in Long Beach, California.

1979 – Ronald Blue & Co. is founded in Atlanta, Georgia to provide comprehensive financial strategies based on biblical wisdom that seeks to empower clients to live enriched lives.

1986 – Ronald Blue & Co. opens a Tax and Business Services Division to serve the growing needs of its clients in Atlanta, Georgia.

1992 – Ronald Blue & Co expands and opens an office in Phoenix, Arizona.

1993 – Ronald Blue & Co. continues expansion and opens an office in Orange County, California to serve clients on the West Coast.

2000 – In an effort to expand its tax practice and better serve the growing West Coast clientele, Ronald Blue & Co. acquires Balser, Horowitz, Frank, & Wakeling as part of the Tax and Business Services Division and moves the practice to its Orange County office.

2011 – Ronald Blue & Co. opens its third Tax and Business Services office to serve the developing professional athlete business in the Phoenix, Arizona location.

2014 – Ronald Blue & Co. transforms the Tax and Business Services Division into a stand alone CPA firm and brands the entity as Ronald Blue & Co., CPAs and Consultants, LLP.

2015 – Ronald Blue & Co. CPAs expands to Knoxville, Tennessee and acquires the local accounting firm, Albright & Co., founded in 1979 by Steven A. Albright.

2017 – Ronald Blue & Co. merges with Thrivent Trust Company and is branded Ronald Blue Trust.  Ronald Blue & Co. CPAs continues business as a separate entity but maintains a preferred provider relationship with Ronald Blue Trust.

Ronald Blue & Co. CPAs and Consultants is a national, faith-based organization serving as trusted advisors through comprehensive tax, accounting, audit, and planning services.  We strive for excellence as we inspire and guide our clients toward a life of financial peace of mind.

Our story spans the decades and is shaped by significant and strategic business relationships formed to honor our heritage and continue our legacy.

1937 – Balser, Horowitz, Frank, & Wakeling CPA practice is established in Long Beach, California.

1979 – Ronald Blue & Co. is founded in Atlanta, Georgia to provide comprehensive financial strategies based on biblical wisdom that seeks to empower clients to live enriched lives.

1986 – Ronald Blue & Co. opens a Tax and Business Services Division to serve the growing needs of its clients in Atlanta, Georgia.

1992 – Ronald Blue & Co expands and opens an office in Phoenix, Arizona.

1993 – Ronald Blue & Co. continues expansion and opens an office in Orange County, California to serve clients on the West Coast.

2000 – In an effort to expand its tax practice and better serve the growing West Coast clientele, Ronald Blue & Co. acquires Balser, Horowitz, Frank, & Wakeling as part of the Tax and Business Services Division and moves the practice to its Orange County office.

2011 – Ronald Blue & Co. opens its third Tax and Business Services office to serve the developing professional athlete business in the Phoenix, Arizona location.

2014 – Due to continued growth and expansion of its Tax and Business Services Division, Ronald Blue & Co. incorporates the division into a full service CPA firm and titles the name Ronald Blue & Co. CPAs and Consultants.

2015 – Ronald Blue & Co. CPAs and Consultants opens its fourth office in Knoxville, Tennessee extending the firm’s reach of delivering excellent client service and building strong relationships.

Filter by


A

Steve Albright

Tax Manager
Knoxville, TN

loc:TN

tax:

ES:

PA:

FO:

PW:


D

Lori Davis

Tax Manager
Phoenix, AZ

loc:AZ

tax:

ES:

PA:

FO:

PW:


Julia Degen

Audit and Accounting Manager
Orange County, CA

loc:CA

tax:

ES:

PA:

FO:

PW:


H

Lisa Henson

Tax Manager
Knoxville, TN

loc:TN

tax:

ES:

PA:

FO:

PW:


David Hogan

Managing Partner
Atlanta, GA

loc:GA

tax:

ES:

PA:

FO:

PW:


K

Keith Kelley

Tax Manager
Knoxville, TN

loc:TN

tax:

ES:

PA:

FO:

PW:


L

Pamela Ladd

Tax Manager
Knoxville, TN

loc:TN

tax:

ES:

PA:

FO:

PW:


Ellen Lucciola

Director of East Coast Tax
Atlanta, GA

loc:GA

tax:

ES:

PA:

FO:

PW:


M

Mike McLaren

Director of West Coast Tax
Phoenix, AZ

loc:AZ

tax:

ES:

PA:

FO:

PW:


Andy McLaren

Tax Manager
Phoenix, AZ

loc:AZ

tax:

ES:

PA:

FO:

PW:


Julie Morgan

Audit and Accounting Partner
Orange County, CA

loc:CA

tax:

ES:

PA:

FO:

PW:


P

David Park

Tax Partner
Orange County, CA

loc:CA

tax:

ES:

PA:

FO:

PW:


Mike Peters

Tax Partner
Orange County, CA

loc:CA

tax:

ES:

PA:

FO:

PW:


Marsha Placencia

CFO, Director of Audit
Orange County, CA

loc:CA

tax:

ES:

PA:

FO:

PW:


S

Jim Summers

Tax Partner
Orange County, CA

loc:CA

tax:

ES:

PA:

FO:

PW:


W

Bruce Whaley

Tax Partner
Atlanta, GA

loc:GA

tax:

ES:

PA:

FO:

PW:


Jessica Woolworth

Tax Manager
Orange County, CA

loc:CA

tax:

ES:

PA:

FO:

PW:




Atlanta Office

Phone: 770.644.0500
Fax: 770.644.0505

Knoxville Office

Phone: 865.588.1110
Fax: 865.588.0606

Orange County Office

Phone: 714.543.0500
Fax: 714.543.1722

Phoenix Office

Phone: 480.820.2660
Fax: 480.775.8625


We look forward to the opportunity to learn more about you and how we can build a relationship to best advise you on all your needs.

With a coast to coast presence, Ronald Blue & Co. CPAs and Consultants' advisors are able to serve you at the local level with nationwide expertise.


Headquarters
1551 North Tustin Avenue
Suite 1000
Santa Ana, CA 92705
714.543.0500 | info@ronbluecpa.com




Headquarters Address:
1551 North Tustin Avenue
Suite 1000
Santa Ana, CA 92705

Email:  
info@ronbluecpa.com

Phone:
714.543.0500

 

Fax:
714.543.1567

 

Follow us on LinkedIn:
LinkedIn




 

Top