Tom Taylor, CPA/PFS
Founder
Katie Smith
Director of Client Services
Craig Pohl, EA
Senior Financial & Tax Advisor
Colleen Williams, CPA
Director of Finance
Jill Taylor
Director of Opportunities
Laura Jagdman, CPA
Director of Tax
Michelle Koehler
Client Service Manager
Aurielle Dulany, EA
Accounting & Tax Specialist
Katie VanVeldhuizen
Accounting & Payroll Specialist
Diane Shaw
Tax Client Service Specialist
Katie Hamill
People & Operations Manager
Josie Ament
Front Office Concierge