Meet Our Team

Thomas or “Tom” is the founder and principal of Thomas J. Wilcox CPA PC, a full-service accounting firm established in 1992. With over 33 years of experience serving Southern Oregon, Tom has built a reputation for delivering trusted financial guidance to small businesses, estates, trusts, and individuals. He is especially thankful that the firm has been sustained by the loyalty of a long-term relationship with many of our clients.

His firm offers comprehensive tax and accounting services, tailored to meet the diverse needs of clients across industries and life stages. Whether navigating complex tax situations or providing strategic financial planning, Tom is known for his meticulous approach and deep commitment to client success.

Tom earned his Bachelor of Science in Accounting from California State University, Long Beach in 1974, and worked for the Internal Revenue Service and a large national CPA firm’s tax department before starting his practice.

He is an active participant in the Oregon Society of CPAs. His long-standing dedication to the profession and the local community has made him a respected figure in the region’s financial landscape.

During his 25-year finance and accounting career as a CPA, Steve has worked with organizations of all sizes, from multi-billion-dollar companies to brand new start-ups, in a vast array of industries.  Steve’s biggest passion is working with smaller organizations who do not have the luxury to employ dedicated senior level resources in finance and accounting.  Steve has the proven ability to quickly understand the most complicated organization designs and operations with the vision to see how finance can positively influence the organization, immediately.

Steve has served as the owner of AlpineCFO since 2019, and has worked in the outsourced accounting, controllership, and CFO industry since 2017 as the director of client services (at outsourced client accounting services provider), consulting controller, and outsourced CFO.

Before entering this industry, Steve had the opportunity to run NexDent Dental from inception through acquisition of the parent company.  Steve led the organization’s strategic decision making and oversaw the expansion to seven licensed products as well as the Company’s finance and compliance functions, including the development of underwriting processes, statutory and management reporting, and ensuring timely and accurate regulatory filings.

Prior to NexDent, Steve was a manager (and division controller) for Cambia Health Solutions in their Financial Accounting and Reporting department leading teams of 14 to 17 team members.

Steve also worked in public accounting for five years in senior and management roles at Geffen Mesher (one of the largest CPA firms in the state) before moving to Cambia. Steve was known at Geffen for his exceptional client service, finance acumens, and administration of technology used in the audit department.  Steve spent the majority his time serving small to midsize clients in healthcare, technology professional services, and the automotive industries.

With nearly a decade of experience in accounting, Sarah brings deep expertise in tax compliance, planning, and strategic advisory. She specializes in preparing complex tax returns for individuals, partnerships, S corporations, nonprofit organizations, and gift tax filings, consistently delivering accurate and timely results.

Sarah is a strong advocate for proactive tax planning, working closely with clients to develop tailored strategies that minimize liabilities and support long-term financial health. Her analytical mindset and attention to detail make her a trusted advisor in navigating evolving tax regulations and financial landscapes.

Her career began as a bookkeeper for a construction start-up, where she gained hands-on experience in day-to-day financial operations and business fundamentals. She holds a Bachelor of Science in Business Administration with a concentration in Public Accounting, and is known for her thoughtful, client-focused approach to solving complex financial challenges.

Before entering the accounting field, Sarah was a longtime Montessori teacher. Outside the office, she enjoys hiking Southern Oregon trails, painting, participating in community events, and spending time with her grandchildren in Michigan.

Daisy has more than a decade of experience in bookkeeping, operations, customer service, and financial and office management across diverse industries including wholesale goods, e-commerce, manufacturing, real estate and architecture. Her career reflects an array of experience in financial systems, regulatory compliance and differing operational procedures.

Most recently, Daisy served as a Full Charge Bookkeeper and HR lead at Great Harvest Logistics LLC, where she managed a small accounting team, oversaw all accounts receivable and payable, conducted monthly bank reconciliations, and produced financial reports for financial forecasting. She worked closely with company leadership and external CPAs to ensure year-end readiness.

Her prior roles include independent bookkeeping for multiple Southern Oregon businesses, where she handled payroll, reconciliations, and financial analysis. Daisy’s blend of financial acumen, administrative leadership, and creative problem-solving has made her a trusted resource for small business owners.

When she’s not in the office, Daisy enjoys spending time outdoors with her daughters, hiking, camping, traveling, mushroom hunting, cooking, photography and listening to live music!