JDT Associates 
                                                                               Precision.  Quality.  Perseverance.

Our Team                                                                                               (888) 827-9787
Meet Our Experienced Management Team


              Teresa Erwin - Managing Partner / Accounting & Tax Consultant

      After college in 1984 , Teresa began her career as an accountant in the banking industry.  She opened JDT Associates in 1990 to assist small business owners with Accounting, Income Tax and Management matters.  Since then Teresa has been practicing various accounting and management functions.  

     In 2005, when her son, Travis, joined her in business, JDT Associates went from sole proprietor to a partnership.  Together they purchased an insurance brokerage and expanded the business to a full service financial firm.

    Teresa has a diverse background which includes partnership and corporate taxation, individual tax compliance and planning, trust and tax estate planning, and outside controller services for several industries including manufacturing, distribution, construction and hospitality.

     Teresa treats every client with respect and integrity. She is dedicated to helping clients make intelligent financial decisions and ethically minimize tax liability.  Her patience and determination ensure that every client is treated with regard.

     In her spare time, Teresa enjoys spending time with her family, reading and traveling.

Here is what clients are saying about Teresa.....

"Teresa is my go-to girl for all my bookkeeping and accounting needs! She is extremely intelligent in her field and has gone above and beyond assist me in any of my business needs. If she is unsure of something (since I ask her things that are not in her direct field) she will seek out the answers and get me in contact with someone who is specialized in it. She is very understanding and will constantly work around my schedule. I recommend her services to every and anyone."
Fran Moran, 
Premier Pro Services, Inc.,  Corona, CA

 Recomendation, 2012

"Well advised good researcher with in-depth understanding.  If Teresa isn't positive she takes the time to do due diligence before she confirms questions.  Generally however - she has a very in-depth understanding providing excellent quality advice and service."
David Richey,
Duradek/Durarail Systems.  Dana Point, CA

 Recomendation, 2011


"I have worked with Teresa for many years and she has provided me with nothing but great service, great results and sound advice.  I will continue to work with Teresa for many more years to come."
Brad Wilson,
PenBen Insurance Services, Orange County, CA

 Recomendation, 2011


Travis Erwin - General Partner / Accountanting Manager / Insurance Broker  



    



Daniel Mechur - Junior Partner / Tax Manager / Senior Accountant












    
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