Morrison & Associates CPAs, PLLC


 

 

Scott Morrison, CPA, CCIFP

Financial Team Partner


Scott Morrison, CPA, is the Financial Partner of Morrison & Associates, CPAs.  For the past twenty plus years, Scott has been meeting the specialized needs of construction contractors providing financial statement and tax compliance services on behalf of companies whose size range from $1,000,000 to more than $150,000,000 in gross annual revenues.  He has developed strong team relationships with Valley bond agents, surety companies and banks to serve growing companies.  Working with business owners, Scott also develops financial and tax plans that maximize tax savings and meet a company's bonding needs.

Scott is a member of the American Institute of Certified Public Accountants, the Arizona Society of CPAs, a licensed Certified Construction Industry Financial Professional (CCIFP) with the Construction Financial Management Association, Arizona Builders' Alliance , Surety Association of Arizona and the Entrepreneurs' Organization.  He grew up in Tempe, Arizona and received a B.S. degree in Accounting from Arizona State University.

Scott has been married to Julie for over 25 years and they have two children.  He is an active member of his church and serves as a youth leader.  Scott, an avid car enthusiast, enjoys restoring and driving British Morgan and Jowett vehicles and can be found participating in local car rallies. 

 

 

 
 
 

 

Shaun Clark, CPA, CCIFP 

Financial Team Principal

Shaun Clark is a Financial Team Principal with Morrison & Associates, CPAs.  Shaun was previously the owner of Rusk & Heard, P.C., a CPA firm in Mesa, and merged his practice with Morrison & Associates in September, 2007.  Shaun has been a practicing CPA for 15 years.  He has extensive experience in construction, small business accounting, auditing, tax planning and consulting.

Shaun is a member of the American Institute of Certified Public Accountants, Arizona Society of CPAs, a licensed Certified Construction Industry Financial Professional (CCIFP) with the Construction Financial Management Association and Arizona Builders Association.  He has a B.S. in Accounting and a B.S. in Software Engineering from the University of Montana .

 
Shaun married his wife, Vicky, in 1995.  They have two children, Syra and Rizon.  He is active within his church and is treasurer of Convoy of Hope.  Shaun enjoys participating in any sporting activity he can find and would happily audition for Ninja Warrior.  He and his family enjoy hiking and participating in local orienteering events.
 

 

Susan Annette Johnson, CPA, CCIFP 

Senior Financial Team Member

Susan Annette Johnson joined Morrison & Associates, CPAs in 2005.  Specializing in financial statement presentation, Annette, with more than 20 years of experience, provides a wide range of functions for attest engagements including compilations, reviews and audits for privately and closely-held businesses and their owners.  Annette also has an extensive amount of experience providing management advisory services and tax preparation for both business and individual clients.

Prior to moving to Arizona  in 1995, she was in public accounting in the Chicago area for 8 years specializing in real estate development.  Upon moving to Arizona , Annette continued to focus on real estate development in the private sector as well as in public accounting.  Most of her time has been devoted to advising owners of closely-held businesses on attest functions, tax planning and compliance, accounting procedures and computer accounting systems.  Annette also has experience in other industries including realtors, manufacturing, restaurants, medical professionals, and other service related industries.

Annette passed the CPA Exam in 1988 and is licensed in Arizona.  She is also a licensed Certified Construction Industry Financial Professional (CCIFP) and the Treasurer of the Construction Financial Management Association.  She is a member of the American Institute of Certified Public Accountants, Arizona Society of CPAs, and Valley Partnership.  She has also served on the boards of several not-for-profit organizations.  Annette received her bachelor's degree from the Mundelein College of Loyola University in Chicago, Illinois.

 

 

 

Cris Costigan, CPA, CCIFP, Tax Team Manager


Cris Costigan, CPA, a Tax Manager with Morrison & Associates, CPAs, has over twenty years of accounting and taxation experience.  At Morrison & Associates, CPAs, she works primarily on personal tax returns.  Cris has specialized in construction accounting and working with start-up operations.  Her background includes owning an accounting and tax practice, serving as the controller for a construction company, and working for Deloitte Touche's tax practice.

Cris is a licensed Certified Construction Industry Financial Professional (CCIFP) with the Construction Financial Management Association, a member of the American Institute of Certified Public Accountants, the Arizona Society of Certified Public Accountants and the American Subcontractors Association.  She received her B.S. in Accounting from Arizona State University.

Active in a number of civic and professional activities, Cris is an active member of the American Subcontractors Association of Arizona and a founding member of the East Valley National Charity League. 

 

Danielle Krakowiecki, CCIFP

Financial Team Member


Danielle Krakowiecki has worked for Morrison & Associates, CPAs since 1998.  She specializes in financial statement preparation which includes assisting clients with accounting software problems to the final issuance of the financial statements.

Danielle is a licensed Certified Construction Industry Financial Professional (CCIFP) with the Construction Financial Management Association and received her B.S. degree in Accounting from DeVry Institute of Technology.  She grew up in Ketchikan , Alaska before moving to Arizona in 1994.  Danielle met her husband, Joe, on a blind date 11 years ago.  They have one son and one daughter.  Danielle enjoys reading and playing with her children.
 
 

 

Rosa Fagerstrom, CPA, Financial Team Member

 

Rosa Fagerstrom joined the Morrison & Associates team in 2007. She specializes in financial statement preparation, which includes assisting clients with compilations, reviews, and audits.

 

Rosa received her B.S. degrees in Accounting and Management from Arizona State University and attained her CPA license in August, 2009.  She grew up in Rockford, IL and moved to Arizona in 1997 to attend ASU. 

Rosa is happily married to her high school sweetheart, Dave.  She enjoys doing Issac Asimov's Super Quiz and crossword puzzles at lunch with fellow team members, playing softball, camping, reading, and long walks with her dog, Bailey.

 

 
Sue Marion, CPA,  Senior Tax Team Member

Sue Marion is the newest addition to the Morrison & Associates Tax Team. Sue has 19 years experience in the accounting and tax fields. She has held controller positions, tax manager positions and owned her own accounting and tax practice for over five years. Sue holds a masters and bachelor's degree from Miami University of Oxford, Ohio.

Sue is a member of Arizona Society of CPAs and an active member of her church. Her passions include golf and grand kids.

Sue began her construction experience as a bookkeeper for her father-in-law's general construction business in Ohio. She has served construction clients in tax planning and compliance and served as a general contractor controller.



  
Holly Martin, EA, Tax Team Member
 
Holly Martin has worked for Morrison & Associates, CPAs since 1998 and "loves doing taxes."  She provides a range of client services including bookkeeping, tax return and financial statement preparation.

Before entering the accounting field, Holly taught high school and worked as a resource teacher.  She grew up outside of Pittsburgh , Pennsylvania and graduated from Pennsylvania State University.  She has been a practicing Enrolled Agent since 2006. 

Holly is married to Joe and has two children, Christine and Kimberly.  Holly enjoys reading, playing games and arts & crafts.
 
 
 

 

Lisa Dziadon, Financial Team Accounting Services

 

Lisa Dziadon, an accounting professional for over twenty-three years, has worked for Morrison & Associates, CPAs since 2001.  She has worked in construction accounting for sixteen years and in the trucking industry for seven.  Her accounting experience has included every facet of the bookkeeping position for both general contractors and subcontractors.  Lisa has experience with various computerized accounting software and training methods and works with company bookkeepers and owners to improve their books and records.  She provides monthly bookkeeping services to Morrison & Associate clients.

A second career writing fiction keeps Lisa busy.  She currently has several projects in various stages of development.
 
 

 

Yolanda Martinez, Executive Assistant  


Yolanda Martinez, has worked for Morrison & Associates since 1997 and provides professional, clerical and administrative support to our professional staff.     

Yolanda has two children and is the proud grandmother of two girls and two boys.

 
 
 
 
 
 
 
 
 

Lee Campbell,  Administrative Assistant

Lee Campbell joined Morrison & Associates in 2008 after 16 years as a full time homemaker. Her current responsibilities include providing clerical and administrative support to the professional staff.

Lee received her B. S. degree in Resource Economics from University of Maryland before moving to Arizona in 1982. She married Ron, her college sweetheart, and they recently celebrated their 20th anniversary. With more than 15 years of customer service, sales & marketing, and administrative experience, she broke from the work force to raise her three daughters.

With two daughters now in high school & college, Lee finds working part-time to be a great balance to supporting the girls' activities & family life.

Lee has been a Girl Scout leader for 13+ years, served as PTO President of Aprende Middle School & President of the Windmills West HOA. Rounding out her volunteer activities, Lee is an advocate for diabetes research and environmental protection. When there is a free moment, Lee likes to ski, play co-rec softball, hike, and travel.


 

Shirley Rank, Professional Services Member

 
As a valued staff member of Rusk & Heard, PC for 13 years, Shirley joined Morrison & Associates when Rusk & Heard, PC merged with us in September, 2007.  She has worked in the accounting field for over 40 years with several CPA firms, a Non-Profit Health organization and a resort.  She has had responsibilities as a full-charge bookkeeper and as a VITA worker for the Internal Revenue Service.
 
Shirley has two sons and one grandson.  Originally from Ohio , she has lived here in the Phoenix area for over 35 years.
 

 

Julie Morrison, SPHR, Firm Administrator


Julie Morrison has been working for Morrison & Associates, CPAs since 2002.  She is responsible for firm culture, human resources, billing and collections.  Julie has a B.A. degree in Psychology from Arizona State University and previously worked for the City of Tempe in the Police and Human Resource Departments.

Active in the community, Julie has served as President of the East Valley Chapter of National Charity League (NCL) and PTO President for Kyrene del Cielo Elementary School. Currently, she volunteers for the Tempe Sister Cities organization assisting the French delegate coordinator, volunteering at Hackett House, and is head usher at Dayspring United Methodist Church.

Julie and Scott have been married for over 25 years.  They have a daughter attending the University of Arizona and a son who is active in school, sports, and church mission projects. 

  

  

 

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