About Us

Ronald Blue & Co., CPAs and Consultants, LLP exists to eliminate financial distractions and uncertainty for our clients so that they can put their full attention on their mission.  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 – 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.

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Steve Albright

Tax Manager
Knoxville, TN

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Lori Davis

Tax Manager
Phoenix, AZ

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Julia Degen

Audit and Accounting Manager
Orange County, CA

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Lisa Henson

Tax Manager
Knoxville, TN

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David Hogan

Managing Partner
Atlanta, GA

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Keith Kelley

Tax Manager
Knoxville, TN

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Pamela Ladd

Tax Manager
Knoxville, TN

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Ellen Lucciola

Director of East Coast Tax
Atlanta, GA

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Mike McLaren

Director of West Coast Tax
Phoenix, AZ

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Andy McLaren

Tax Manager
Phoenix, AZ

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Julie Morgan

Audit and Accounting Partner
Orange County, CA

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David Park

Tax Partner
Orange County, CA

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Mike Peters

Tax Partner
Orange County, CA

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Marsha Placencia

CFO, Director of Audit
Orange County, CA

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Jim Summers

Tax Partner
Orange County, CA

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Bruce Whaley

Tax Partner
Atlanta, GA

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Jessica Woolworth

Tax Manager
Orange County, CA

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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

 

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