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.
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.
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.
Owner/Business and Personal Tax Preparer
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.
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.