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Meet Our Team

Estep Burkey Simmons, LLC is a full-service accounting firm licensed in Indiana. All our CPA's hold valid Indiana CPA certificates.

Our Team

James R. Estep
CPA, CGMA

Jim is a graduate of Yorktown High School, and earned a B.S. in Accounting from Ball State University. He has over 34 years experience, all with Muncie firms. He was previously on the Board of Directors of the Muncie-Delaware County Chamber of Commerce, is an active member at the YMCA, and is the Treasurer and past President of the Sunrise Rotary. He and his wife, Toni, are "empty-nesters" with both children (J.R. and Amy) now out of the house. Jim is committed to service clients and focuses on small-business consulting.

Patrick W. Burkey
CPA, CGMA

Although not a Muncie native, Patrick has been here long enough to know the ins and outs of our town. A graduate from Ball State University's Honor College with a B.S. in Accounting, Patrick now has over 22 years of public accounting experience. Patrick is actively involved in many community activities. He is the Treasurer of Cornerstone Center for the Arts, a past president of the Muncie Children's Museum and the treasurer of Muncie Jaycees. He also is a past treasurer of Cub Scout Pack 303. Over the years, he has built a niche with community foundations/non-profit organizations and manufacturing companies. He resides in the Muncie area and has two grown children.

T. Andrew Roberts
CPA, CGMA

Andy is a graduate of Daleville High School. He attended Taylor University and graduated with a B.S. in Accounting and Systems Analysis. After spending over two years with a national accounting firm, he returned to the Muncie area to analyze internal controls and assess risks for a large company in Central Indiana. Andy specializes in community foundation and non-profit auditing and consulting. Andy is currently the Treasurer of the Muncie Children's Museum and his church. He resides in Muncie with his wife and two children.

W. Alan Simmons
Retired

A native of Muncie and a graduate of Indiana University, Al has practiced public accounting for over 56 years. He has served as president of the Indiana CPA Society and as Chairman of the Board of the Muncie-Delaware County Chamber of Commerce. His other activities include the United Way, Community Foundation of Muncie, Rotary Club, and Delaware Country Club. Long active in business acquisitions, he is currently a business broker with Sunbelt Indiana Business Resource, Inc. He and his wife Julie have grandchildren in five states, and if you can’t locate him, call the golf course.

Colton R. Kinsey
Staff Accountant

Colton is a graduate of Archbold High School in Archbold, Ohio. He attended Taylor University and graduated with a B.S. in Accounting. Colton works on audits, reviews, compilations, individual tax returns, and provides bookkeeping services. Colton resides in Yorktown with his wife, Victoria.

Zach T. Criswell
Staff Accountant

Zach is a Muncie native, and graduate of Muncie Southside High School. He earned his B.S. in Accounting from Ball State University, and works on audits, tax preparation, and bookkeeping services. He leads the Sunday School Department at his local church, with the help of his wife McKenzie.

Joy Volz
Staff Accountant

Staff Accountant'>

Ashleigh O'Bryant
Staff Accountant

Cheryl L. Buchanan
Client Services

Kathleen L. Cory
Client Services

Karen S. Morgan
Paraprofessional