About
Peak Accounting Services, Inc.
8040 Soquel Drive
Aptos, CA 95003
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Ph: (831) 688-6481
Fax: (831) 621-1141
Our Associates - Jason Mersman, CPA
Jason has been a CPA since 1996. In addition to his audit and tax experience from an international public accounting firm, Jason was the controller at a multinational manufacturing company before starting his own business in 2003. He is focused on providing top quality financial solutions to business owners at very reasonable prices. His unique approach of looking at a situation holistically provides business owners with a truly comprehensive financial plan.
- Graduated with honors in 1994
- CPA since 1996
“For many CPA’s, the tax return is the end product, or worse yet the only product. For me, it’s the beginning. A tax return is a glimpse at a larger financial picture from which I can begin to provide true value to the client by helping them hold onto and increase their wealth.” – Jason Mersman
Christina Schjelderup, Senior Accountant/Office Manager
Christina has been in the accounting field since 2004. In addition to having an Associate’s Degree in Accounting, her Enrolled Agent designation shows her commitment to attain expert level tax knowledge. Christina’s primary focus is working with clients to provide exceptional and timely bookkeeping and tax services.
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Dana Lovell
Dana has spent many years working in the accounts payable and receivable fields. For 7 years she owned and operated a small local business along side her husband while working part-time in payroll at a local accounting firm. Dana joined the Peak Services team in 2010 where she provides exceptional payroll service as well as helping the tax team during the busy tiimes.
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