| Jill | Meet Jill- Your Trusted CPA Partner Jill is not just a numbers expert- she’s a trusted advisor who genuinely cares about her clients’ success. As a CPA and partner at the firm since 2017, Jill brings 20 years of experience helping individuals and businesses navigate tax planning with confidence and ease. Her approachable style and deep technical expertise make tax season feel less stressful and more empowering. Jill takes the time to understand your goals and find the smartest solutions for you. |
| Don | Meet Don- Founder & Visionary With an impressive 44 years as a CPA, Don is the heart and foundation of the firm. As the owner, he has dedicated his career to helping individuals and businesses navigate complex tax and accounting challenges with confidence. Don’s mission is to help clients achieve financial clarity and peace of mind- whether it’s reducing tax burdens, planning for growth, or staying ahead of regulatory changes. His leadership has shaped the firm’s commitment to accuracy, integrity, and personalized service, earning the trust of generations of clients. |
| Lauren | Meet Lauren- Office Manager Lauren has been keeping the firm running smoothly since 2021. As office manager, she ensures that everything is organized and efficient so that clients receive timely, accurate service. Her dedication helps create the professional and welcoming environment that clients rely on year after year. She loves getting to know clients and helping them feel comfortable from their very first visit. Whether scheduling appointments or keeping the office organized, Lauren’s warm personality helps make every interaction a positive one. |
| Steve | Meet Steve- Senior Accountant Steve has been helping individuals and businesses navigate accounting and tax challenges for over 30 years. Clients value his approachable personality and his ability to make complicated topics easy to understand. His goal is to make every client feel heard, supported, and confident in their financial decisions. |
| Mariluz | Meet Mariluz- Bookkeeper Mariluz has been a valued member of the firm since 2022 keeping client books accurate and organized. Her attention to detail and commitment to precision ensure that every record is handled with care, giving clients a solid foundation for their tax and financial planning. |
| Katelyn | Meet Katelyn- Associate Accountant Katelyn joined the firm in 2023 as an associate accountant and quickly became an integral part of the team. She assists with tax preparation, accounting projects, and client support, while always focused on accuracy and efficiency. Katelyn is committed to building her expertise and helping clients feel confident about their financial information. |