Who We Are
Our Team is an Extension of Yours
We are more than just accountants — we are mentors and friends, providing innovative, creative, and realistic guidance to our clients. Our dedicated team of specialists, armed with the latest information and innovative technologies, is committed to ensuring your financial security today and building a viable plan for your fiscal future.
John Bostwick
CPA, Partner
John joined Walpole Advisors in 2006 and has more than 25 years experience in public accounting. John’s focus includes individual, fiduciary, and corporate taxation. He is a member of both the California Society of Certified Public Accountants (CalCPA) and the American Institute of Certified Public Accountants (AICPA). John received his Bachelor’s Degree from Golden Gate University and Accounting Certificate from University of California Santa Barbara. Outside of work, he can be found spending time with his family surfing, cycling, and boating.
Anita Peca
Principal, CPA, PFS
Anita is a CPA and PFS with more than 30 years of experience in public accounting and joined Walpole in 1998. Anita is currently a member of the American Institute of CPAs (AICPA). She has extensive experience in taxation and financial planning. She received her Bachelor’s Degree from University of California at Davis in 1977, her Teaching Credentials from University of California at Santa Barbara in 1978. Outside of work, Anita enjoys spending time, hiking, dancing, writing and baking.
Drew Parsons
Senior Tax Manager, CPA
Drew is a CPA with more than 17 years of experience in public accounting. He joined Walpole Advisors in August 2023. His areas of focus include individual and fiduciary taxation, as well as federal estate and gift tax. Drew is a member of the California Society of CPAs and the North Carolina Association of CPAs, and he holds active CPA licenses in both California and North Carolina. He received his bachelor’s degree from Guilford College in Greensboro, North Carolina. Outside of work, Drew enjoys spending time with his family, hiking, and walking his dog.
Rachel Earl
Tax Manager, CPA
Rachel is a CPA with more than 15 years of experience in tax accounting, planning, and compliance and joined Walpole in 2019. She has experience working with small businesses and the owners in tax planning and compliance for partnerships, corporations, and individuals. She received her Bachelor’s Degree in Business Administration with a concentration in Accounting, and a minor in French from the Cal Poly San Luis Obispo in 2010. Outside of work, Rachel enjoys spending time with her family, traveling the world, hiking, reading, and listening to podcasts.
Carmen Corral
Senior Business Advisor
Carmen is a Senior Business Advisor with more than 30 years experience in payroll processing, compliance with legal requirement, managing accounts payables, reconciliation of accounts, recording and maintaining financial data into general ledgers to generate and provide accurate financial statement reports. Carmen has successfully completed the requirements to be recognized and certified as an Intuit QuickBooks Online User. Outside of work Carmen likes to hike on the beautiful trails of Santa Barbara and walk along the beach while learning a third language
Brittany Stevens
Staff Accountant
Brittany received her Bachelor’s Degree in Cellular and Developmental Biology from UCSB in 2007. She spent 17.5 years in Veterinary Medicine and loved every minute of it. But in 2022, changed her career to Tax and Accounting. Outside of work, Brittany enjoys spending time in the kitchen – baking and cooking, off-roading and dirt bike riding, and spending time with her family.
Deidre Magee-Reyes
Senior Tax Advisor
Deidre is an IRS Enrolled Agent with over 20 years experience in income tax preparation amassing more than 10,000 returns prepared from Individuals to Non-Profits and everything in between. She is a 4th generation native Californian and attended the University of California where she studied Managerial Economics and Business Administration.
Her extensive lifetime experience in Customer Relations led her to becoming a tax services business owner in Montana developing a loyal base of 600 clients including Dog Mushers and Farmers. She understands that income taxes are not just about numbers and can at times create anxiety in clients. She specializes in allaying those concerns and creating solutions that minimize the financial pitfalls that may arise. Outside of work she enjoys beach bike rides, cooking, playing with Rocky, her “”Boxador”” and yoga.
Jorge Guzman
Senior Tax Advisor
Jorge grew up in Santa Maria, CA. He received his bachelor’s degree in business administration with a concentration in Accounting from the University of California Polytechnic State San Luis Obispo in 2020. Shortly after graduating, he began his professional career here at Walpole Advisors, where he has gained valuable experience in individual taxation, business taxation, and bookkeeping. Outside of his professional life, Jorge enjoys spending time with family and traveling. In his free time, he can be found playing soccer or exercising.
Susan Huang
Senior Tax Advisor
Susan was born and raised in China. She holds a B.S. in Accounting from Chongqing Technology and Business University and an M.S. in Accounting from The University of Texas at Dallas. She is a licensed CPA with experience spanning both accounting and taxation. Outside of work, she enjoys traveling, reading, and crafting.
Kathleen McKinney
Staff Accountant
Kathleen brings with her a diverse background in tax accounting. She started her career while living overseas and working for PriceWaterhouseCoopers (PWC) in their London, UK office. Here, she specialized in income tax accounting, planning, and compliance while working for clients on foreign assignments (inpats and expats). After several years overseas Kathleen returned to the US working in the PWC office in Denver, Colorado. It was here that her skills expanded to include business clients. Kathleen called Colorado home for over 10 years however after having kids wanted to return home to be closer to family so a move back to Southern California brought her to Walpole in 2014. While her experience continued in the individual and business areas, she added trust and estate work to the mix. She now focuses solely on individuals, trusts, estates, and fiduciary tax accountings. Kathleen received Bachelor’s Degrees in Business Administration, Accounting and Economics from Regis University in Denver Colorado. Outside of her professional life, Kathleen loves spending time with her family. She enjoys time at the beach/lake – swimming, kayaking, boating, she also loves travelling and crafting with her kids.
Marlin Stovesand
Staff Accountant
Marlin grew up in a small town south of Santa Barbara called Ojai, California. After graduating from Villanova High School, Marlin attended the University of San Diego where he earned a BBA in Finance with an Accounting minor.
Marlin’s field of expertise includes individual tax services, wealth advisory services, and company sponsored retirement plan design, implementation, and investment.
Among his accomplishments, Marlin is a Certified Financial Planner, Enrolled Agent, Qualified 401(k) Administrator, Chartered Retirement Plan Specialist, Certified Prudent Fiduciary Advisor, and Qualified Family Office Professional. Marlin also holds the Series 65 license and the Series 63 license.
Marlin currently lives in Santa Barbara where he enjoys boating, the outdoors, and golfing.
Linda Valle
Administrative Assistant
After many years in the medical field as a surgical scrub technician, Linda transitioned into the tax industry with a strong foundation in accuracy, professionalism, and client care. Her healthcare experience reinforced the importance of attention to detail, confidentiality, and building trusted relationship values.
Since entering the tax profession, she has developed a solid understanding of the industry while providing dependable, personalized service. She is committed to continuous learning and strives to make each client’s experience clear, efficient, and as stress-free as possible. Her goal is always to ensure clients feel informed, supported, and valued.
While she no longer assists patients in an operating room, she continues to help individuals navigate important moments in their lives, approaching each client with care, precision, and a genuine commitment to their peace of mind.
Walpole Advisors is part of Platform Accounting Group, a next-gen accounting collective created to help boutique firms thrive in the 21st century.