Our People

 


Clients hire us because of our knowledge and experience. We take great pride in training and developing our greatest resources, our people! We understand that the latest in technology has great advantages, but there is no substitute for human skill and creativity.

Our partners have collectively acquired decades of experience working in the Big 4 and private industry serving entrepreneurs in Southern California and abroad. Our experience is backed by a commitment and passion to provide highly personalized and responsive service that exceeds our client's expectations. Our proactive approach maximizes communications with our clients and minimizes the last minute information "rush."

   
Philip J. Wilson
Tax Partner

Philip is a founding partner of WilsonMorgan LLP.

Philip Wilson has over 20 years of CPA and Business Advisory expertise. As a Former IRS Revenue Agent, Philip is able to bring a wealth of knowledge to his clients in Strategic Tax Planning and IRS Representation to both public and privately held corporations. Holding a Masters in Business Taxation and being an active Board Member for organizations such as the Pacific Club IMPACT Foundation, gives him the ability to confidently represent all levels of corporations and high net worth individuals.

He focuses on helping individuals and companies resolve tax controversies with the Internal Revenue Service by developing and implementing a strategy for resolution. He also assists high net worth clients, and closely-held and publicly traded companies with strategic tax planning and compliance.

In his spare time, Philip enjoys spending time with his family, entertaining friends and family.
 
  Education
 
  •  Western Carolina University -- Bachelor of Science in Business Administration, Accounting Concentration, 1986
  • Golden Gate University -- Masters in Business Taxation, 1996
   License and Associations
 
  •  Certified Public Accountant licensed in California
  • American Institute of Certified Public Accountants member
  • Orange County YMCA (former board member)
   
   Jayson M. Morgan, CPA, MST
Managing Partner

Jayson is a founding partner of WilsonMorgan LLP.

Jayson has over 20 years of public and private accounting experience, including Deloitte & Touche LLP prior to the founding of this Firm in 1998. In addition to serving as the current managing partner of the Firm, Jayson advises his clients on matters related to strategic business planning, tax minimization, transactions, and entrepreneurial and high net worth individual planning.

Jayson is a Certified Public Accountant licensed in the State of California, with active memberships in the American Institute of Certified Public Accounts and California Society of Certified Public Accountants. Jayson received his Bachelor of Science in Accounting from California State Polytechnic University at Pomona in 1991 and his Masters of Science in Business Taxation from the University of Southern California in 2001.

Within the community, Jayson (and Gary Polich) serve as the Firm's Advisory Board representatives at the Center for Investment and Wealth Management of the Paul Merage School of Business at UC Irvine. The Firm is a Founding Member of the Center. Jayson is active in the Irvine Swim League (ISL), having served as Northpark/Irvine's Treasurer and Vice President. Jayson served on the HOA Budget Committee for Northpark/Irvine, a 1,600 unit homeowner's association. Jayson is also active in the YMCA's Indian Guides and Indian Princesses programs with his sons and daughter.

Jayson resides in Irvine, California with his wife and their three children.
   Education
 
  •  California State Polytechnic University Pomona - Bachelor of Science in Accounting Concentration, 1991
  • University of Southern California - Masters in Business Taxation, 2001
   License and Associations
 
  •  Certified Public Accountant licensed in California
  • American Institute of Certified Public Accountants Member
   
  Gary M. Polich
Tax Partner

Gary focuses on tax planning and compliance for high net worth individuals, trusts, estates, private foundations and closely held small business.

Gary has over 24 years of experience in public accounting in both national and local firms. In his spare time, he enjoys attending sporting events and spending time with his family.
   Education
 
  •  University of California at Santa Barbara -- Bachelor of Science Degree in Business Economics, 1983
   License and Associations
 
  •  Certified Public Accountant licensed in California
  • American Institute of Certified Public Accountants member
   
  Michael Doan
Audit Partner


Michael provides assurance services to publicly traded and privately help companies. He has experience in various industries including technology, manufacturing and distribution, not-for-profit, and franchising operations.

Michael has over 15 years of combined private industry and public accounting experience. Prior to joining WilsonMorgan LLP, he was with various regional CPA firms and also served as a corporate controller for several technology companies. When not working, Michael enjoys spending time with his family and friends, and reading about business and technology.
  Education
 
  • California State University Fullerton -- Bachelor of Arts in Business Administration, Accounting Concentration,  1996
  License and Associations
 
  • Certified Public Accountant licensed in California
  • American Institute of Certified Public Accountants member
  • California Society of Certified Public Accountants member
  • Friends of the Santa Ana Zoo (former board director)
  • Southern California Venture Network director
   

Stan C. Lam
Tax Partner

Stan has been practicing public accounting in the Orange County area since 1980, including over five years with two international CPA firms in Newport Beach. He joined Breskin & Mullen CPAs, Inc. in 1994. In September, 2011, Breskin & Mullen merged in with WilsonMorgan LLP.

Stan specializes in servicing emerging and closely-held businesses, including tax planning and business consulting for a wide range of industries and high net worth individuals. His experience includes assisting clients in business buy-sell agreement, employment agreement disputes, compensation package negotiations, retirement planning and wealth management. Stan is also experienced in representing clients before taxing authorities on audits, tax disputes and collection matters.

Stan has served on numerous Boards of Directors for various nonprofit organizations over the years. He was an adjunct faculty member of Santiago Canyon College and Orange Coast College for the past 10 years. He also serves on the Business Division of the Technical Advisory Committee at Santiago Canyon College. In his spare time, he enjoys playing sports including golf and tennis. He and his wife have one daughter who is a college student, and a German Shepherd mix they rescued from the shelter.

 
  Education
 
  • Missouri State University - Bachelor of Science Degree in Accounting
  • University of California, Irvine - Master of Science Degree in Business Administration
   License and Associations
 
  • Certified Public Accountant licensed in California
  • American Institute of Certified Public Accountants
  • California Society of Certified Public Accountants
  • Series 7 and Series 66 Securities Licenses
  • Life & Health Insurance License (CA Insurance License #0H02781)
  • Registered Representative of and Securities Offered Through Capital Synergy Partners, Member FINRA / SIPC 18551 Von Karman Avenue, Suite 160, Irvine, CA 92612.  949-442-7413
   
John Eckweiler
Tax Partner

John has over 21 years of CPA and Business Advisory experience. John has experience in a variety of areas, including tax planning and consulting for closely-held companies and high net worth individuals, mergers and acquisitions, research, and compliance services. John's experience included working for four years with the Internal Revenue Service as a revenue agent.

He has successfully represented clients before several federal, state, and local taxing authorities. In addition, he has extensive experience with corporate, individual, nonprofit and partnership tax entities. Some of his expertise has been associated with Manufacturing & Distribution, Professional Services, Real Estate, Retail & Franchise (automotive dealerships), High Net Worth Individuals

  Education
 
  • California State University, Long Beach -- Bachelor of Science degree in Business Administration and Accounting, 1986.
   License and Associations
 
  • Certified Public Accountant in the State of California
  • Member of the American Institute of Certified Public Accountants
  • California Society of CPAs.
   

Mark Guillod
Tax Partner

Mark has helped people for over 30 years with personal financial planning and estate planning, both before and after retirement. He has advised clients on all aspects of business from formation and profitable operation to maximizing value and sale. He has helped people and their businesses keep track of their finances and found ways to save taxes. Dealing with the IRS and resolving tax controversies for his clients is an area where Mark has been very effective. He also has extensive experience with estates and trusts.

He has worked with many different types of businesses including: Architects, Attorneys, Chiropractors, Contractors, Dentists, Designers, Engineers, Health care professionals, Manufacturing firms, Physicians, Printers, Public Relations firms, Retailers, Real estate professionals, Wholesalers and many others. When not in the office or working with charitable organizations, Mark enjoys walking and playing with his dog, Dillon, gardening, seeing movies, working out at the gym and traveling.

 
  Education
 
  • Case Western Reserve University, BA Chemistry;
  • Santa Clara University, MBA Accounting, cum laude;
  • Hawaii Pacific University, former Accounting Instructor;
  • Orange Coast College, Accounting and Tax Instructor.
   License and Associations
 
  • Certified Public Accountant licensed in California and Hawaii
  • American Institute of Certified Public Accountants
  • California Society of Certified Public Accountants
  • Hawaii Society of Certified Public Accounts
  • Series 7 and Series 66 Securities Licenses
  • Life & Health Insurance License (CA Insurance License #OG85585)
  • Member of the board of directors and treasurer for the OC AIDS Services Foundation
  • Registered Representative of and Securities Offered Through Capital Synergy Partners, Member FINRA / SIPC 18551 Von Karman Avenue, Suite 160, Irvine, CA 92612.  949-442-7413
   
James R. Napora
Government Contracts

A professional in the field of government contract auditing; Jim was with the Defense Contract Audit Agency (DCAA) for 28 years prior to his retirement in 2010. Jim has extensive experience in the performance of internal control system reviews, compliance, pre-award, post award, incurred cost, and operations audits, along with contract audit closings. During his last five years assigned to the Technical Programs Division in DCAA, he provided training, technical audit guidance, and support to field audit offices and coordinated technical issues with DCAA Headquarters, Washington, D.C., and other regional components. Jim also interacted with a number of other government agencies on contract auditing issues including cost accounting standards, pensions and insurance, earned value management systems, time and material contracts, denial of access to records, direct billing authority, and compliance with federal laws and regulations including FAR and CAS. Core services provided include:

  • DCAA Representation
  • CAS, FAR & TINA Government Contract Compliance and Interpretation
  • Government Accounting System Adequacy Verification for Pre-Award Surveys & IDIQ Contracts
  • Cost/Price Proposal & Incurred Cost Electronic (ICE) Proposal Assistance
  • Training to Staff on Government Contract Requirements

Jim is an avid sports enthusiast and enjoys spending time with family & friends.

  Education
 
  • State University of New York at Buffalo -- Bachelor of Science, Business Administration, Emphasis on Accounting, 1976
   License and Associations
 
  • Certified Public Accountant licensed in California since 1984
  • American Institute of Certified Public Accountants member since 1985