Staff

Becky Bohannon

Office Manager

  • Joined the firm in 2010
  • Attended Central Piedmont Community College
  • Over 15 years of experience as an Office Manager

Daniel Crooker

Tax Manager

  • Joined the firm in 2018

  • Attended Wingate University
  • Over 5 years of accounting experience

Angie Heidel

Operations Manager

  • Joined the firm in 2022

  • Prior to joining the Todd Greene Team, Angie worked in Real Estate.

  • Originally from Kalamazoo, MI and has lived in the Carolinas since 2008

Janice Johnson

Staff Accountant

  • Joined the firm in February 2023

  • Attended Liberty University (BS Business Management/Accounting)

  • Over 10 years of experience in tax preparation; cumulative five years in bookkeeping/accounting

  • Currently pursuing EA certification and the ability to represent taxpayers before the IRS

Jackie Salazar

Staff Accountant

  • Joined the firm in 2022

  • Current junior at UNC Charlotte (track: bachelor’s in finance & accounting, master’s in business or accountancy)

  • Experience in management, experienced with QuickBooks, and highly proficient with Microsoft Excel

  • Currently pursuing EA certification and the ability to represent taxpayers before the IRS