John Jones
John JonesManaging Partner, Owner
John is the managing partner of Linkenheimer LLP. John joined the firm in May 1977, the day after he graduated from Sonoma State University with honors and distinction. He became a partner in the Firm in January 1983, and then managing partner in July 1986. He grew up in Sonoma County and attended Santa Rosa Junior College. John is Past President of the California Group of Accounting Firms, Past President of a local Rotary Club, Chairman of the Board of Elders at St. Mark Lutheran Church, board member of San Juan Rio Relief and past Chairman of Alliott Group Worldwide. John spends his work-related time assisting clients in areas that include – forecasting, budgeting, feasibility studies, mergers and acquisitions, lender financing, succession planning, compensation planning, as well as income and estate tax planning.

Outside the office, John travels on bi-annual trips to third world countries with the Santa Rosa Sunrise Rotary Club to do short-term Eye Care clinics. John has led Rotary missions to Mexico, Haiti, Guatemala, Samoa, Vietnam and Nicaragua. He also takes a mission team from St Mark Lutheran once a year into the Río San Juan region of Nicaragua for eye exams and Bible distribution, in addition to the three Linkenheimer staffed missions.Between leading Rotary, Linkenheimer and St Mark missions to Nicaragua he has personally examined over 20,000 villagers for cataracts, pterigiums and vision prescription needs.

Through Santa Rosa Sunrise Rotary John is spearheading the effort to build, equip and staff a surgery center in the village of Sabalos in the Río San Juan region of Nicaragua. John and other Rotarians have made many trips to move this project along. Once completed it will be the closest source for advanced diagnostics and surgery for the 30,000 people of this remote region. The construction of the surgery center started officially on January 6, 2017. We are hopeful for completion by late summer 2017.

The balance of his time is spent with his wife Ardys and dogs Lou, Fred, Nancy, Vida and Harley. The latter four are Great Pyrenees that oversee the herd of about 80 goats. John enjoys time with their three grown children, spouses and seven grandchildren. A little hunting and fishing finds it way into his life too.

Mike Musson
Mike MussonPartner
Mike is a partner with the firm. He participates extensively in the tax practice, and leads our audit and accounting practice providing our clients with financial statements necessary for internal purposes, banks, and investors, to name a few. In addition, as part of many of our consulting engagements, particularly those involving buying or selling businesses, forecasts, cash flow and costing analyses, and internal control studies, Mike draws on his 30 years of business and tax experience to work through problems and issues with our team. Developing customized spreadsheet analyses for many applications is a strength of his. We are in for the long-run with our clients and Mike works to address immediate concerns, solve problems, and ultimately plan for the future.

Mike graduated with honors from U.C. Santa Barbara earning a business economics degree including an accounting emphasis. During his university years as an undergraduate, Mike was a teaching assistant in the economics department, worked for one of his accounting professors in his accounting practice, and worked in the on-campus computer lab as a teacher. Mike joined Linkenheimer LLP after working in the tax department of Arthur Young (now Ernst & Young) in their San Francisco office. At AY, Mike received valuable experience in the areas of tax law research, biotech, venture capital, real estate, and mergers and acquisitions. Mike is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. The firm is a member of Alliott Group North America, which is affiliated with a world-wide association of independent accounting, law and consultancy firms. As part of the firm’s commitment, Mike taught at annual staff training sessions for many years.
Community service is important to the firm, and to Mike, personally. He has served many local nonprofit organizations, including Santa Rosa East Rotary, and Elsie Allen High School Foundation. Since the 2017 Sonoma and Napa County Wildfires, Mike and the Linkenheimer team has helped countless survivors work through their resulting income tax issues, participating in firm seminars, United Policy Holder presentations, and individual meetings.

Most of Mike’s free time is spent with family – Annette, Jonah, and Kaya (Yellow Labrador Retriever). But, when time is available, he likes to read. Summers are spent playing golf with family and friends, mountain biking, hiking and backpacking, fishing and traveling. He loves to snow ski (and snow board if the snow is right).

Carli Ortiz
Carli OrtizCPA, PFS, CGMA, Partner
 Linkenheimer is proud to introduce our newest partner, Carli Ortiz. Carli has been with the firm for four years and has brought a wealth of experience and energy to the Linkenheimer culture. She is also the firm’s first female partner. Carli joined Linkenheimer in November 2011 as one of the firm’s tax managers.  She is a CPA licensed in California, and has been practicing in public accounting since graduating from Sonoma State University in 2004 with a Bachelor of Science degree in Financial Management.

Carli specializes in family owned businesses, individual taxation, estate and trust taxation and planning, tax credits and incentives, and general business accounting services such as inventory costing and set-up of accounting systems.  She enjoys getting to know her clients on a personal level and strives to develop lasting relationships with them as they work together to creatively solve problems.

In her spare time, Carli enjoys spending time with her three children and her husband, Jorge.  They keep her busy with competitive soccer, basketball, and baseball and on weekends you can usually find her on the sidelines of a game. Carli also enjoys baking, outdoor activities, traveling, and working on improving her golf game. She is also active in the community- Secretary for Santa Rosa South Soccer Club, Treasurer for Redwood Empire Estate Planning Council, and Volunteer Coordinator for the Bennett Valley Alliance of Parents and Teachers.

Kerri Berry
Kerri BerryCPA, Partner
Kerri joined Linkenheimer in November 2014 as a manager with 10 years of public accounting experience. She graduated in 2004 from Sonoma State University with a Bachelor of Science degree in Business Administration with an emphasis in Accounting. Kerri has experience in tax, audit and accounting services for both for profit and non-profit organizations in a variety of industries. She enjoys working with clients in the construction and real estate industries, and closely held businesses, large groups of related entities and individuals on their tax and accounting needs. Kerri is a member of the AICPA and the Cal Society of CPA’s. In her free time, she enjoys spending time with her husband Andy and children, Claire and Dylan. Community – Treasurer for Alexander Valley Girl Scouts Troop #10085, active parent volunteer at Alexander Valley School.
Chris Jones
Chris JonesPartner
Chris is the Marketing and IT Director for the firm. He joined in Linkenheimer in 2001 after graduating from Chico State University with a Degree in International Marketing. In between overseeing the daily IT operations at the firm, he works with the staff to develop a team based, office culture that values individual employees and their contributions to the group. When not working on developing the company brand and story he has worked with the team to build a practice development program that has seen positive results over the years. In his spare time, he enjoys taking part in cooking competitions, watching hockey, traveling with his wife Jennifer, sons Sawyer and Max and spending time outdoors. Community- He is a volunteer at Kid Street, the Redwood Empire Food Bank, Marketing Chair and board member for the Elsie Allen High School Foundation and LSR Class 33.