Shirley A. Montgomery, CPA
Shirley’s association with Perry L. Demma goes back to 1978; she began working for the firm on a permanent part-time basis in 2012. While she prepares many individual returns, a major focus of her work within the firm is on estates and trusts, partnerships, and corporations.
Education and Experience. Shirley received her BS in Business Education (with high distinction) from the University of Nebraska-Lincoln in 1971. She received her MA in Education (with a minor in Accounting) in 1977—also from the University of Nebraska-Lincoln. She started her career as a business teacher at two different Nebraska high schools (with a year as a legal secretary sandwiched between them). After passing the CPA exam in 1978, she worked full-time for Miller and Moore CPAs for four years, where she first met and worked with Perry. Then, in 1982 she returned to the classroom—but maintained her CPA Permit to Practice with continuing education classes and by actively servicing her own tax clientele and by doing independent contractor work for Perry.
Professional and Community Service. Shirley is currently a member of AICPA (American Institute of Certified Public Accountants), NSCPA (Nebraska Society of Certified Public Accountants), and NSA (National Society of Accountants). She has a long history of serving as treasurer for local organizations, including her church, her village, and other non-profit organizations.
Matthew A. Joy, CPA
Matt has been with our firm since 1985 and currently takes care of many first-era clientele.
Education and Experience. Matt graduated with a BA from Hastings College in 1976. He received his Certified Public Accountant Certificate and Permit to Practice from the State of Nebraska in 1979. He was formerly employed as a CPA at Miller and Moore. Matt also has practiced on his own since 1984.
Professional and Community Service. Matt is currently a member of American Institute of Certified Public Accountants and Nebraska Society of Certified Public Accountants. In the past and currently, he has represented not-for-profit organizations and clubs as treasurer.
John J. Chess Jr., MPA, EA
John has been with the firm since 2001 and currently meets with our newer clientele to assist with personal and business tax filings.
Education and Experience. John graduated with a BS in Agriculture, Major in Food Science and Technology, Minor in Business from the University of Nebraska-Lincoln in 1972. He then received a Masters of Public Administration from the University of Nebraska-Omaha in 1979. John has been a tax practitioner since 1995, and he received a Certificate of Enrollment as an enrolled agent from the Internal Revenue Service in 2001.
Professional and Community Service. John is currently a member of Lincoln Rose Society, Nebraska Environmental Health Association, Nebraska Society of Tax Practitioners, and Groundwater Foundation. He has been teaching the Lincoln Action Program Business Class for the past several years. He also speaks to civic groups on general individual tax topics and especially on Schedule C reporting requirements and issues.
Lorie A. Mach, Accountant
Lorie has been with our firm since 2000 and currently assists our clients in Quickbooks Pro and Peachtree Accounting (including payroll, sales taxes, company setup, data entry, and report generation). Lorie also aids clients in tax preparation—both business and personal—and accounting consultation.
Education and Experience. Lorie graduated with a BS in Business with emphasis in Accounting from the University of Nebraska-Kearney in 1989.
Rosanne D. Bohnart, Staff Member
Rosie has been with the firm since 2001 and currently assists the staff with projects, financial statements, and bookkeeping.Education and Experience.
Rosie graduated with an AA from Southeast Community College-Lincoln in 2002 and a BS from Bellevue University.
Jean E. Kringle, Office Manager
Jean has been with the firm since 1988 and currently performs all clerical duties for the firm in addition to working directly with clientele.
Experience and Skills. Jean first started as temporary help and soon joined the firm as part time followed by full time. Her skills in customer service and organization keep the office running efficiently. She assists clients with bookkeeping, payroll, billings, and accounts receivable. She also has remarkable skills in typing and spelling. Previously Jean worked in insurance for 19 years.
In addition to the six staff members listed above, the firm has another professional, Dave Suhr, who assists during “tax season.” He joined the firm in 2000.
Besides the diversified interests and skills of our employees, we have access to outside consultants and specialists in any area that might be needed.
We Can Help!
No matter what your business or other financial requirements are, you can be sure they will receive prompt and careful attention at Perry L. Demma, CPA.
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