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Our Staff

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Meet Whitney. Whitney came on in June of 2021 as our Social Media Manager

and was moved into the Office Manager role in September of 2021 after closing her

home daycare.  Whitney brings organization and detail oriented skills to our office and

has been training as our Accounting Assistant while fulfilling her role as office manager.

During the off season you may see Whitney working at the front or hear her friendly voice on the phone.

During tax season, Whitney will be assisting with payroll, monthly accounting, & any fee withholding paperwork.

We are excited to have Whitney on board with us and can't wait to see what her future holds as a part of our team! Welcome Whitney!

Meet Jim. Jim joined us in 2021 as an Enrolled Agent. Jim has 4 years of experience

preparing taxes and as an Enrolled Agent is subject to a comprehensive three part test

and needs 72 hours of continuing education every three years. Along with his tax

knowledge, Jim brings a background in IT which has been very helpful for us!

So if you stop in during the off season, you may see Jim here doing some of our IT related work.

During tax season, some of our new and returning clients will be scheduled with Jim for tax preparation.

You can also request him when you call to make your appointment.

We are excited to have Jim on board and can't wait to see what his future holds as a part of our team. Welcome Jim!