Trust is earned, and we work hard to earn the trust of those that we are honored to serve.

We take the stress out of tax season by handling your filings accurately and efficiently.

Tax planning isn’t something we only think about in April it’s something we work on all year long.

Clear, organized books are essential for making confident business decisions.

While we do not process payroll in-house, we work closely with trusted third-party payroll providers to help streamline the process for your business.

Our advisory services help you understand your numbers, improve cash flow, and make informed decisions that support long-term growth.

We provide clear, easy-to-read financial reports and insights so you can see exactly how your business is performing and where opportunities exist.

No matter who you are, we’ve got it covered.

Private Clients

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Entrepreneurs

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Professional Firms

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Meet Our Team Of Professionals

Brian Patrick Owner/Business Advisor

Brian Patrick

Owner/Business Advisor

Jenny Patrick Owner/Firm Administrator

Jenny Patrick

Owner/Firm Administrator

Joe Pitcher Business Advisor

Joe Pitcher

Business Advisor

Brandon Foster Director of Information Technology

Brandon Foster

Director of Information Technology

Kona Randall Accounting Manager

Kona Randall

Accounting Manager

Donna Cowart Accounting Manager

Donna Cowart

Accounting Manager

Barbara Yarber Client Services and Billing Director

Barbara Yarber

Client Services and Billing Director

Rachel Krantz Bookkeeper

Rachel Krantz

Bookkeeper

Eric Wubbel Tax Accountant

Eric Wubble

Tax Accountant

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