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Annie Lor x

Publications & Website Specialist

Annie Lor

Annie is the Publications and Website Specialist at CalTax. She joined CalTax in May 2018. Annie holds a bachelor’s degree in liberal arts and engineering studies with concentrations in computer graphics and publishing technology from California Polytechnic State University, San Luis Obispo.

Peter Blocker min x

Vice President of Policy

Peter Blocker

Peter is the Vice President of Policy at CalTax. He has been with CalTax since 2011, first as a Policy Analyst and since 2015 as a registered lobbyist. In addition to representing CalTax in the Capitol, he analyzes legislation relating to tax policy, and manages special projects. He also provides research and writing for CalTax publications. Peter’s research and writing covers a broad spectrum of state tax policy, as well as government efficiency, elections and local tax issues. He is a graduate of the University of San Diego.

Robert Gutierrez min x

President and CEO

Robert Gutierrez

Rob is the President and Chief Executive Officer of CalTax, responsible for managing the staff and overall direction of the association. Rob joined CalTax in 2009, and served as Director of State & Local Finance and Director of the California Tax Foundation, the nonprofit research organization founded by CalTax in 1980. Rob is a member of the Franchise Tax Board Advisory Board. He has completed extensive research on tax policy, including property taxes, how taxes and fees are applied under Proposition 26, and state spending priorities. He assisted in publishing the second edition of California’s Tax Machine: A History of Taxing and Spending in the Golden State. Rob holds a degree in political science from Westmont College in Santa Barbara.

Blake Stassi x

Tax Policy Fellow

Blake Stassi

Blake is CalTax’s Tax Policy Fellow, responsible for public policy research, reviewing opinions released by the Office of Tax Appeals and California courts, and assisting with advocacy and communications. Blake is currently studying to become a CPA after many years of helping financial teams with their marketing and business development. He holds a degree in business marketing from George Fox University in Oregon.

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Krissy Looney x

Office Manager / Assistant Bookkeeper

Krissy Looney

Krissy joined CalTax in June 2024 and serves as Office Manager and Assistant Bookkeeper. She previously owned and operated a small business and worked in the real estate industry coordinating transactions in Placer and Sacramento counties. Raised in Auburn, Krissy holds a bachelor’s degree from California State University, Fresno.

Tobias Wolken min x

Policy Advocate

Tobias Wolken

Tobias joined CalTax in 2021 and serves as Policy Advocate. In addition to representing CalTax in the Capitol, Tobias analyzes legislation, prepares white papers on legislative issues, participates in research, and writes for CalTax publications. He previously worked on several state and local campaigns and holds a bachelor’s degree in political science from the University of California, Santa Barbara.

David Kline min x

Vice President Of Communications And Research

David Kline

David was named Vice President of Communications and Research in January 2010, after serving since 2007 as Director of Communications. He fields media inquiries, oversees research projects and production of CalTax publications, and serves as editor of the CalTaxletter. From 1992 to 2004, he worked for the Metropolitan News Company, first as the Capitol bureau chief and later as editor of Senior Spectrum newspaper, which received several journalism awards during his five-year tenure. From 2004 to 2007, he was a principal consultant and chief speechwriter for the Assembly Minority Leader.

Bart Baer min x

Chief Tax Counsel

Bart Baer

Bart has served as CalTax’s Chief Tax Counsel since August 2022, after leading Deloitte Tax’s national California tax services practice group for more than 21 years. At Deloitte, Bart led a team of more than 20 attorney and accounting professionals who managed complex California income/franchise tax consulting and controversy matters for multistate and multinational corporations. He previously served as a partner with the law firm of Baker & McKenzie focusing on various California tax issues. He holds a degree in economics from the University of California at Davis, a law degree from the University of California Hastings College of Law, and a master of laws degree in taxation from the New York University School of Law.

Joan Armenta Roberts min x

Sales Tax Consultant

Joan Armenta-Roberts

Joan joined CalTax in February 2020 as a Sales Tax Consultant with expertise helping taxpayers navigate California’s complicated sales and use tax laws. She has more than 25 years of sales and use tax experience, both in the private sector and through her work as a top advisor to State Board of Equalization Member Dean Andal, who chaired the BOE and successfully implemented reforms that promote efficiency and sound tax policy. Her extensive experience also includes more than 18 years with PwC and KPMG, two of the “Big Four” accounting firms, and most recently running her own sales tax consulting business.

Desiree Webb min x

Accountant

Desiree Webb

Desiree has worked as a consultant with CalTax since 2008. She specializes in nonprofit accounting and has had her own business for more than 30 years. Prior to working on her own, she worked as a certified public accountant for Ernst & Whinney in San Jose, California, and as the controller of a start-up in Menlo Park, California. She holds a degree in accounting from Santa Clara University.

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