top of page

Karl Klinger

Personal Tax Preparer

Karl has been with our team for more than 13 years as a tax preparer. 

As a CERTIFIED FINANCIAL PLANNER(TM)  professional, he is well versed in retirement and investment matters.   

Karl is a retired Navy officer and excels at providing military and multi state tax planning.

Heather Pic.JPG

Heather Gilbert

Bookkeeping & Sales Tax 

Heather joined our team in 2019 in order to expand our bookkeeping staff. 


Our clients love her smart and witty personality when dealing with the monotony of their bookkeeping.   Her attention to detail in the operations of the businesses we serve aids in making financial statements accurate and complete. 

Mandi Pic.jpg

Mandi Houseman

Bookkeeping, Payroll, & Sales Tax

Mandi is the first face you see when you come into the office for an appointment or to deal with tax return intake and delivery matters.  Her courteous interactions with our clients makes everyone feel at home.  She has added bookkeeping and payroll to her knowledge base to better assist with client needs.

Our Team


Owner/Business and Personal Tax Preparer

Bernadette Vaughan

Earning her degree from Longwood University, Bernadette has been preparing individual and corporate tax returns while serving her clients with accounting work and advice for over 20 years.   Honesty and reliability are the backbone to the success of her business.  She gets to know and understands all aspects of her clients to better tailor the tax advice needed for their given situation. 



Patricia Standing

Trisha has been with our team for 16 years and is the backbone to our payroll operation. 

Her hands on approach to the needs of every client makes the payroll experience an easy one.   From paying the employees to making sure all the forms and taxes are timely filed and paid, she can keep the business running like a well oiled machine.


Tax Preparer

Paul Verebely

Paul joined our team in 2022

bottom of page