Our Staff

Collectively our four tax preparers have over 130 years of tax preparation experience:

Our Director, James W Rickard has 48 years of experience

and his son, James M (Jim Jr), has 29 years of experience.

Kathy has prepared returns for 35 years.

Nancy has prepared returns for 24 years.

Each of our tax preparers is registered with the IRS and the state of California.  You will find their names included on the IRS Federal Tax Return Preparer website and California’s CTEC list of registered tax preparers.

James M has a Bachelor’s in Accounting from The Master’s College, and an MBA from California Lutheran University.  While in college he interned for Douglas-Hammonds Accountancy Corporation.  Shortly after graduating he passed the CPA exam.  He is the Head Coach for the Men’s Soccer team at The Master’s College.  Jim works full-time for  Stewardship Services Foundation during tax season, and the rest of the year he splits his time between the foundation and soccer.  His wife, Jolene, also helps with the preparation of returns during tax season. They have 2 married children, 1 son at home, and one grandchild.

Kathy has a Bachelor’s in Accounting from Cedarville University in Cedarville, Ohio.  She worked as an accountant with Coca-Cola for several years while her husband attended Northwest Baptist Seminary.  Her husband has been in the ministry for over 33 years.  Kathy works full-time for Stewardship Services Foundation during tax season, and the rest of the year she keeps busy as a full-time pastor’s wife.  She and her husband have 2 grown children and 3 grandchildren.

Nancy attended Faith Baptist Bible College in Ankeny, Iowa.  She worked for several years as an accountant at hospitals in the Chicago area.  Nancy wrote, and updates, the computer program we use to prepare returns.  She works for the foundation year round, and if you call during the summer she will probably be the one answering your questions.  Her husband works for ACSI and is in charge of accreditation in the Western U.S..  They have 7 grown children and 11 grandchildren.  Nancy and Kathy are sisters.

and our Office Staff:

Lee works full-time during tax season and part-time the rest of the year.  She helps prepare returns and works with Nancy to update our computer program each year.  Her husband, Michael, is an IT professional and has been in the industry over 30 years.  They have one married son and a granddaughter.

Joan is the wife of our Director, Jim Rickard.  She works in the office full-time during tax season.  Joan functions as Jim’s personal secretary and travels with him most of the time.  Jim and Joan have 2 grown children, 8 grandchildren, and one great-grandchild.

Jolene is the wife of James M. Rickard.  She works full-time during tax season as a checker and helps prepare returns.  Jolene has been working for us for 17 years.  She graduated from Westmont College with a degree in Kinesiology.

Diana works full-time during tax season.  She works directly with Joan and is a huge help to her. Diana and her husband, Lyle, have 3 grown children, 7 grandchildren and 10 great-grandchildren.

Vicki works full-time during tax season.  If you call during tax season you will most likely hear Vicki’s voice as she answers our phone lines.  Vicki also is a tax return checker.  She and her husband, Don, have one married daughter and a son in college.

Cherylyn works full-time during tax season as a tax checker.  She graduated from The Master’s College when it was still LABC.  Her husband, Dave, is the pastor of a large church here in our valley.  Cherylyn and her husband have 3 grown children and two grandchildren.

Holly works full-time during tax season. She has an RN BSN from Oklahoma Baptist University.  Holly’s husband, Michael, is a theology professor at The Master’s Seminary. They have a busy household of 4 children and 3 dogs.

During tax season we have additional part-time support staff.

 
Attention: Tax Law is subject to interpretation. Please be advised that the material contained on this Web site is for information only and is not intended to be a substitute for professional legal advice. The Stewardship Services Foundation endeavors to update the information on this site on a regular basis, but cannot guarantee its accuracy at all times.