Janine Johnson, CPA, and Betsy Stewart Join Elevation Wealth Partners to Lead Tax Preparation, Planning, & Advisory Services
[Santa Rosa, CA] – [February 20, 2025] – Elevation Wealth Partners is pleased to announce that Janine Johnson, CPA, and Betsy Stewart, CPA (retired) have joined the firm to lead its tax preparation, planning, and advisory services. As highly respected tax professionals with decades of combined experience, Johnson and Stewart will spearhead the firm’s tax preparation and consulting services, further strengthening its ability to serve business owners, high-net-worth investors, and individuals with complex tax planning needs.
Bringing Decades of Expertise to Elevation Wealth Partners
Janine Johnson, CPA joins as Tax Partner, overseeing all aspects of business and individual tax preparation. With more than 20 years of experience, Johnson previously held leadership roles at Pisenti & Brinker LLP, where she specialized in tax planning outsourced bookkeeping, and compliance across industries such as real estate, wineries, manufacturing, and construction. She also brings deep expertise in family office services, financial statement preparation, and business management reporting.
Certified as both a QuickBooks Online Advanced ProAdvisor and a Xero Certified ProAdvisor, Johnson is well-versed in helping businesses streamline financial operations. She was recognized as one of the North Bay Business Journal’s Forty Under 40 for her professional achievements.
Betsy Stewart joins as a Tax Specialist, bringing more than 40 years of experience working with privately owned businesses and their owners. Formerly a Principal at Pisenti & Brinker, LLP, following the merger of Zainer Rinehart Clarke, CPAs, Stewart has deep expertise in estate and succession planning, real estate development, publishing, farming, and the wine industry. Her passion lies in helping clients navigate complex tax challenges and reporting requirements while optimizing long-term financial success.
“We’re thrilled to welcome Janine and Betsy to Elevation Wealth Partners,” says Managing Partner Barry Mendelson. “I have seen firsthand how their expertise in tax has helped clients and improved their financial outcomes. Having them be a part of the Elevation Wealth Partners team expands the depth and breadth of the services we can provide.”
Strengthening Tax Planning & Compliance Services
Johnson and Stewart’s expertise will further enhance Elevation Wealth Partners’ comprehensive tax services, including:
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- Business Tax Preparation – Accurate and timely filings for sole proprietors, LLCs, partnerships, and corporations, including multi-state tax compliance.
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- Individual Tax Returns – Maximizing deductions and credits to ensure clients keep more of what they earn.
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- Trust, Gift & Estate Tax Returns – Strategic tax planning and compliance to minimize liabilities and ensure smooth wealth transitions.
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- Entity Selection & Business Structuring – Helping entrepreneurs choose the optimal business entity for long-term tax efficiency.
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- Proactive Tax Strategies – Crafting customized tax-saving strategies for businesses and high-net-worth individuals.
“At Elevation Wealth Partners, we understand that taxes can significantly impact wealth accumulation, which is why we are committed to strategic tax planning and precision-driven preparation,” said Johnson. “Our goal is to help clients navigate the complexities of tax laws while maximizing their financial potential.”
To learn how Elevation Wealth Partners assists Investors with Tax Planning & Preparation click here.
About Elevation Wealth Partners LLC
Founded in 1999, Elevation Wealth Partners is a premier financial advisory firm specializing in wealth management, financial planning, investment management, and tax strategy. With an expert team of CPAs and financial professionals, the firm provides customized tax solutions to help clients minimize tax burdens and maximize financial success.
As an independent and privately held firm – Elevation Wealth Partners helps discerning investors, families, and companies grow, manage, and protect their wealth. As a Fiduciary, Elevation Wealth Partners is legally and ethically bound to put client’s best interests first.
Elevation Wealth Partners serves clients in 22 states and four foreign countries. For clients and prospective clients that wish to meet in-person, the firm has offices in Walnut Creek, Santa Rosa, and North Lake Tahoe.
For media inquiries or to schedule a consultation, contact:
📞 Barry Mendelson 707-524-6131 or 925-962-5600
📧 barry@elevationwp.com
🌐 www.elevationwp.com
