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About Us

We are a skilled team of year-round Tax Professionals, Enrolled Agents, CPAs, Instructors, and Bookkeepers partnered together to give our clients and entry-level preparers a wide range of services. This is BIGGER than putting numbers into software. We have inside knowledge of the IRS audit and examination process, complex tax law, and the keen ability to simplify the tax code so that our clients understand what's happening every step of the way.

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Office Team Discussion

Our Team

Meet Our Experts

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Michael Johnson - Senior Accountant

Accounting Expert

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Lauren Shields

Bookkeeping Analyst and Senior Tax Advisor

Principal

LaPortia Williams - Principal

Managing Director & Retired IRS Complex Tax Law Specialist

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David Lee, CPA

Tax Analyst Compliance Expert

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Veronica O'Donald, EA

Senior Tax Consultant 

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