Who We Are

Providing Businesses With the
Highest Quality Professional
Over 60 Years of Combined Experience

Our Mission

Building financial systems and tax solutions that match your dreams.

Vision

We take a comprehensive approach to taxation and financial management that focuses on a client’s complete financial picture throughout the year, not just during tax season.

Our Core Values

  • We will treat our clients with respect at all times.
  • We believe in honesty.
  • We practice open & honest communication.
  • We believe that it is essential to be diligent in our performance of every task.
  • We believe that integrity is the centerpiece of our personal & corporate character.
  • We believe in treating everyone with fairness and in following the “Golden Rule”, treating others the way we want to be treated.
  • We believe in striving to deliver every service with excellence.
  • We believe that timeliness is essential to meeting the needs of our clients.
  • We agree to act in a professional manner at all times.
  • We are responsive to the needs & concerns of our clients.
  • We believe in providing an excellent service at a fair price.
  • We believe it is important for us to work to enrich our community.
  • We practice and encourage leadership in our community.
  • We believe it is our responsibility to consider the legacy we are leaving for our community.

Our People

John Sullivan, EA

Senior Tax Manager

Sandy Sullivan

Office Manager

Jeanne Kozlow

Senior Account

Stanley

Chief Security

Kathy Dryman

Accounting Technician

Chloe Reynolds

Senior Accountant

Susan Bledsoe

Operations Associate

Teresa Fiksen

Accounting Manager

Richard Bringenberg, CPA

Senior Accountant

Kate Antone, CPA

Tax Manager