Meet Our Team

ColemanColeman Cook, CFP, EA, MBA

Coleman is the founder and Vice-President of Silverberg & Cook, Inc. He has over 22 years of business management experience that includes an extensive background in the hospitality industry. After completing a Bachelor’s Degree in Hospitality Management from University of Nevada Las Vegas, he spent the next 18 years managing various hotels and restaurants in Southern California. He left the restaurant industry after spending 10 years as a Managing Partner at Brinker International.

Coleman entered the tax and financial planning field in 2002 after completing his Master’s Degree in Business Administration from Pepperdine University. He worked with a prominent CPA firm in Huntington Beach for two years before founding Silverberg & Cook, Inc. in 2005. Coleman has been in practice as a tax advisor and financial planner for over 12 years.

Coleman has achieved the level of Fellow through the National Tax Practice Institute for taxpayer representation. Affiliations include the California Society of CPAs, the National Association of Enrolled Agents, and National Association of Tax Professionals.

Coleman was born in San Francisco and now lives in Orange County with his wife and daughter. He enjoys gardening, reading, and bicycling.

Qualifications:

  • Enrolled Agent, Department of the Treasury
  • Certified Financial PlannerTM
  • Bachelor of Science, Hotel Administration – University of Las Vegas, Nevada
  • Master of Business Administration – Pepperdine University
  • Financial Industry Regulatory Authority (FINRA) Series 7 and 66 license holder
  • Quickbooks Online Proadvisor

charChar Roberts, RTRP

Char is our Quickbooks expert, having experience with the software for over 25 years in the desktop version and over 3 years in the online version. If you have a Quickbooks problem or need training, she’s the one to go to. She has been a staff member since 2006, bringing to the table her accounting skills in a multitude of business types, especially in the food service industry. As a Registered Tax Return Preparer, Char is also in charge of reviewing all business clients’ year-end financial statements and the preparation of all Corporate and Partnership Tax Returns. Outside the office she enjoys crafting and spending time with her grandchildren.Untitled

Qualifications:

  • CTEC Registered Tax Preparer
  • Member-National Alliance of Tax Preparers
  • Member-Preparer Tax Identification Network
  • Member-American Institute of Professional Bookkeepers
  • Quickbooks Online Pro Advisor

Diana

Diana Cook, RTRP

Diana is the CFO of Silverberg & Cook, Inc. Diana is a native of Huntington Beach, CA and has interacted with many different industries including sub-prime mortgage, restaurants, retail and wholesale in her 20+ year accounting career.  Diana specializes in Sage accounting software, such as Sage 50/Peachtree and MAS90, as well as QuickBooks and Quickbooks Online.  Outside the office she loves to garden, go hiking, and crochet.

Qualifications:

  • Bachelor of Science, Business Management
  • CTEC Registered Tax Preparer

 


Gerri

Gerri LaMonica, Notary Public

Gerri is our Office Manager and Payroll Specialist. She has been with the company processing payroll and payroll reports since 1996. Although payroll is her main responsibility, she also assists with processing of tax returns & many other miscellaneous tasks. Gerri is most often the one who will answer the phone when you call and greet you when you come in the office. You can blame her for keeping the candy dish full. Outside the office she is a piano teacher, mother of six and grandmother of 14.