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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.

Office Team Discussion

Our Team

Meet Our Experts

Michael Johnson - Senior Accountant

Accounting Expert

Lauren Shields

Bookkeeping Analyst and Senior Tax Advisor

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LaPortia Williams - Principal

Managing Director & Retired IRS Complex Tax Law Specialist

David Lee, CPA

Tax Analyst Compliance Expert

Veronica O'Donald, EA

Senior Tax Consultant 

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