About us
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About us

Firm Profile

Heather Newsom

Heather Newsom has been a Certified QuickBooks ProAdvisor since 2004, providing support, implementation, and training on all versions of the software.

Heather Newsom is an Enrolled Agent. Enrolled agents (EAs) are America’s tax experts. EAs are the only federally-licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the Internal Revenue Service.

Jessica Rouse- Receptionist

Jessica was born and raised on the Central Coast and graduated from Atascadero High School in 2015. She is also a student in her 5 th year at Cal Poly SLO majoring in Business Marketing Management. In her free time, she likes to spend time with her family and friends.

 

Joe Modica Jr. EA, CFP, NTPI Fellow

I have over 25 years of experience in taxation for corporations, partnerships Non-profits, Trusts, individuals, and LLC’s.
I advise and implement pension plans including, SEP’s, IRA’s, Simple Plans, and Roth IRA’s. I advise and manage investment portfolios that can include stocks, bonds, ETF’s, mutual funds, and Muni funds.

Elena Hartsell – Enrolled Agent, Notary Public

Elena has lived on the Central Coast with her husband for over 21 years. She has a Bachelor of Science in Business Administration with major in Accounting and Finance. She has worked in bookkeeping/ accounting since 2008. Elena received her MBA in 2015, and became an Enrolled Agent in 2017.

Aly – Bookkeeper

Alyssa Mozingo is the bookkeeper that works at Modica Financial and Tax. She’s been with the firm for two years. Her role here is handling our client’s bookkeeping and payroll needs.

About us

Modica Services ~
Your Local QuickBooks Experts

With over 21 years of experience in accounting and human resources, founder Heather Newsom leads our team in providing small and mid-sized businesses with accounting support ranging from general bookkeeping services through tax preparation. Modica Services offers professional bookkeeping, and tax preparation. Modica Services also offers company setup and organizational services, including implementation of policy and procedures specific to each individual business.

Our team at Modica Services has extensive experience working with operations and financial managers preparing financial reports, tax returns, and evaluating policies and procedures for a variety of businesses and industries throughout the United States. We also have extensive experience working with numerous accounting programs including; Great Plains, Excalibur, Peachtree, and QuickBooks.