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Meetings by Type
Taxsmithing
Your most important meeting of the year. Sit down with us as we get into the details with you and identify all the ways you might be able to save on taxes. Recommended for everyone at least once a year!
IRS Consultation
Did you receive a letter from the IRS and you aren’t sure what to do now? Let us handle it for you. We can help you through correspondence, audits, and even making deals.
Business Entity Consultation
Your entity structure is the key to protecting your assets and can also be a key way to save you on taxes. Come sit down with us and we’ll help you understand where you are now and get you where you need to be.
Financial Performance Review
Got a bunch of reports and not sure what to do with them now? We speak English AND numbers and we’re great translators. Know enough to be dangerous, but trying to make some decisions? Let’s talk about it.
Tax Preparation
You are ready to do your taxes, but you just want to know and understand what is going on with your situation. Bring your documents and your questions and sit down with your tax professional to complete your taxes.
Accounting On-Boarding
Looking to sign up for bookkeeping or accounting services and need to find out more? Already signed up and ready to get things started? Let’s go!
Meetings by Person
Ryan Otto
President & Owner
Business Focus: Tax and Business Strategy, Accounting, Business Entities, CFO Services
David Clark
Enrolled Agent
Business Focus: Tax Preparation & Review, IRS Issues
Angeliea McBride
Office Manager
Business Focus: Customer Relations, Customer Assistance
Marjorie Gray
Senior Tax Preparer
Business Focus: Tax Preparation
Jeff Mondlock
Accounting Analyst
Business Focus: Accounting, Bookkeeping, Customer Relations
Sandra Lowell
Accounting Analyst
Business Focus: Accounting, Bookkeeping, Customer Relations
Suzanne Souza
Accounting Analyst
Business Focus: Accounting, Bookkeeping, Customer Relations