Allison joined the firm in 2006 and served as an IT audit intern throughout high school and college. After graduating from Louisiana State University in 2011, she committed full-time to the firm. Throughout her time as an information systems auditor, manager, and partner, Allison has provided information security assessment and consulting services for nonprofit organizations, financial institutions, health facilities, educational institutions, and a variety of other organizations. In addition to these services, she has provided clients with consulting services in risk assessment and policy development engagements. She stays current on changing threats to design review procedures to aid clients in implementing appropriate controls to protect against evolving cybersecurity threats.
Bryan Taylor is a Principal at Cornerstone Management and currently serves as Chief Executive Officer and Chief Investment Officer of the firm. He has over 25 years of experience in portfolio management and design. Bryan oversees all operations and is Chairman of the Cornerstone Investment Committee. He has become a frequent writer and speaker on the global economy and U.S. markets. Bryan has been a conference speaker at Christian Leadership Alliance, Association of Business Administrators Christian Colleges (ABACC), Council for Christian Colleges & Universities (CCCU), Missio Nexus, and other Christian nonprofit seminars across the country.
A licensed attorney, Chris advises exempt organizations of all sizes on a wide range of issues, including tax and employee benefit related matters, representation before state and federal tax authorities, and assistance with firm audit or advisory engagements to formulate advice and counsel on important operating and tax issues. Chris also assists clients with general tax issues, unrelated business income, charitable solicitation, and missionary employment structures.
Prior to joining CapinCrouse in 2019, Chris served as the Executive Director of the Neighborhood Christian Legal Clinic, one of the nation's largest Christian legal aid organizations.
Note: Although licensed to practice law in Indiana, Chris’s services through CapinCrouse do not involve the practice of law and consequently do not result in the creation of an attorney-client relationship.
Dan has more than 35 years of public accounting experience leading audit engagements of nonprofit organizations and for-profit industries. Committed to making a difference as a ministry partner, Dan has devoted a significant portion of his career to providing advisory services to churches, colleges, and international missions and disaster relief organizations. Prior to joining the firm in 2006, Dan managed audits of financial institutions, construction contractors, and manufacturers.
Dan leads the firm’s higher education practice segment, which includes more than 100 client relationships. He directly serves 15 higher education clients nationally and commits a significant portion of his professional time to board training, strategic planning initiatives, and accreditation support.
As a certified public accountant, Daren specializes in tax-exempt compliance services, including Form 990 and 990-T and related state forms. She also assists exempt organizations with general tax matters including unrelated business income, foreign activities and reporting, alternative investment tax review and analysis, tax-exempt bond reporting and compliance, and representation before state and federal tax authorities.
Junice joined CapinCrouse in 2008. As a partner in the firm’s Dallas office, she provides attest and other advisory services for a wide variety of nonprofit clients to assist them in the opportunities and issues they face. Junice’s experience includes working with higher education institutions, mission-sending organizations, churches, and community outreach groups. She also is a member of the internal quality control team at CapinCrouse.
Lisa joined CapinCrouse in 1999. She has over 20 years of experience in performing and supervising Uniform Guidance audits of Department of Education student financial aid programs and a variety of funding from the Department of Health and Human Services, Department of Housing and Urban Development, U.S. Agency for International Development, Department of Energy, Department of Agriculture, Department of Veterans Affairs, Department of Labor, the Department of State, and the National Science Foundation. Lisa also has over 20 years of experience in program audits and agreed-upon procedure engagements of various state-funded programs. Lisa stays current on changes in the Uniform Guidance audit area through her active participation in the Government Audit Quality Center of the American Institute of Certified Public Accountants.
Patricia joined CapinCrouse in 2007 and since then has served many different types of nonprofit organizations, including churches and denominations, colleges and universities, community service organizations, foundations, and mission organizations. She specializes in providing assurance services, with special emphasis in employee benefit plans and Uniform Guidance engagements. In addition, she has provided advisory and consulting services to numerous organizations. Patricia is a member of the internal Quality Control team at CapinCrouse.
Rachel joined CapinCrouse in 2004 and provides an assurance and advisory services to key clients. This includes audit, review, and consultation work in various nonprofit sectors, with a focus on the firm's higher education practice. Her higher education expertise includes work on the higher education Data Warehouse, assisting clients with higher education financial modeling, and participating in and speaking at seminars and conferences around the country.
Sonia Flores serves as the Controller at Dallas Theological Seminary and has over 20 years of nonprofit accounting experience. After earning a Bachelor of Business Administration specializing in Accounting at Azusa Pacific University, she began her career with CapinCrouse, where she had an opportunity to work with organizations across the country including churches, colleges and universities, relief and development organizations, mission organizations, and many more. Sonia joined the Seminary in 2017 as the Director of Finance for the Foundation and became Controller at the beginning of 2021. She led the implementation of a new finance system amid a transition to a new president and the retirement of the CFO.
Partner, Tax Counsel, and Professional Practice Leader – Tax
CapinCrouse LLP
About Ted R. Batson, Jr.
A certified public accountant and licensed attorney, Ted advises exempt organizations of all sizes on a wide range of tax matters, including representation before state and federal tax authorities and assistance with firm audit or advisory engagements to formulate advice and counsel on important operating and tax issues. In addition to tax advisory services, Ted leads the firm’s tax preparation practice, including IRS Forms 990 and 990-T and related state forms. He also serves as an Advisor-at-Large for Church Law & Tax and as a member of the Missio Nexus Mission Finance and Administration Planning Committee.
Note: Although licensed to practice law in Indiana, Ted's services through CapinCrouse do not involve the practice of law and consequently do not result in the creation of an attorney-client relationship.
