We are a local firm located on the Central Coast of California. We have been located in the Village of Arroyo Grande since 1987. While we are not a large firm, we are far from average. Our caring team members have decades of experience. We get to know our clients. When you walk in the door we remember your name.
We work with clients to define their core values. Our goal is to allow our clients to have an impact on the people, passions, and causes that matter most to them. We work together to make sure that their financial decisions are a reflection of their core beliefs. Ultimately, we ensure that their lives have the maximum financial impact on their community and those that they love.
Professional Staff
Karen Cassidy
Certified Public Accountant
Karen was born and raised in Santa Barbara County. She graduated cum laude from Biola University, receiving her Bachelor of Science degree in Accounting in 1983. After five years in Orange County, she and her husband returned to the California Coast and settled in San Luis Obispo County. Karen is a Certified Tax Coach, Ramsey Solutions Master Financial Coach, Investment Advisor Representative and Licensed Insurance Agent. She prepares individual, trust and entity tax returns. Karen loves to work one on one with our clients to provide strategic tax planning and wealth management services, focusing on the achievement of financial goals and creating peace of mind about money matters. Karen began working with Mark Clark, CPA in 1992. The firm was renamed Clark & Cassidy in 2013. Upon Mark’s retirement in 2016, Karen became the sole owner of the firm.
Shauna Boyd
Admin & Tech Support
Shauna was born in Southern California and currently resides out of state. She has a background in office administration, real estate, tax & financial/investment services and marketing. Shauna has managed two MLS real estate offices, provided marketing & client relations for a regional bank as well as office administration services for tax and investment firms. She is our Tax Dome expert and assists our clients with digital upload of documents and digital delivery of tax returns. Shauna has been with us since 2021.
Melissa Stack
Admin & Bookkeeper
Melissa was born and raised in San Luis Obispo County. She has a background in administration, office management and accounting. Melissa has also been an entrepreneur and owned a local Auto Parts store with her husband in 2004. Other positions Melissa has held are office manager & bookkeeper for a local well known car wash and office manager & staff accountant for a local accounting firm. She is delighted to be part of the exceptional team at Clark & Cassidy, Inc. and is looking forward to her future with us. Melissa has been with us since 2022.