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Category: Planning & Strategies

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Meet Our Team

Annette Annetee Clark "Does your CPA speak your language? I enjoy solving accounting problems and helping my clients understand the processes they need to minimize such problems."

--Annette Clark Bethany Bethany Disel "Have questions about your account or statement? My focus is customer service and helping clients execute investment transactions."

--Bethany LeViere Heayther Cooper "Is Payroll giving you a headache? I am here to take the confusion out of payroll and make it simple for you."

--Heayther Cooper Heather Heather Graham "Do you need to know what your business is worth? As a CVA I handle everything from estates to divorce to mergers and acquisitions. Count on me for prompt and professional service."

--Heather Graham Jennifer Jennifer Wentworth "Too time-consuming to make a trip into our office for help? I can save you time and money by using technology to remotely fix problems or just answer questions."

--Jennifer Wentworth Gene Gene Smith "Want more than just tax preparation? I have always told prospective clients that most anyone can provide accounting and tax services from a compliance perspective. Good CPAs provide tax saving strategies and other business insights to increase profitability."

--Gene Smith Keith "Does your business need financial direction? I will help you understand your financial reports and set reasonable expectations, both of which are key to making sound business decisions."

--Keith Frame Keith Frame Tina Tina Powel "Getting stuck in QuickBooks? I can get you unstuck, and help you learn the software to run your business more effectively."

--Tina Powell Sara "Tax season got you stressed? I am here to help get you through tax packets and documents, so you can walk away with the weight off of your shoulders."

--Sara Brubaker Anna Felicia Coney "New to accounting or not sure what questions to ask? I understand those anxieties and am happy to answer your questions and put your concerns to rest."

--Felicia Coney Shawn Shawn Theisen "Perplexed by tax documents? I am here to answer questions and help you understand the forms, packets of information and required payments our CPAs calculate for you."

--Shawn Theisen Zach Tanya Abell "Need help with your small business payroll? Let me take the hassle and complexity off your plate and add convenience and confidentiality to an important process"

--Tanya Abell Tanya Zach Simon "As a QuickBooks Certified Pro advisor, I have experience setting up client files and configuring reports to make running and monitoring your business simple and efficient."

-- Zach Simon Jeremy "Overwhelmed by retirement-related decision making? Let me help you understand all the investment and planning opportunities that are within your reach and right for your circumstances."

--Justin Cook