Certified Public Accountant, Income Tax and Estate Planning Specialist
TJ graduated from Arizona State University with his Bachelor’s Degree in Accounting in 2001 and Master’s Degree in Taxation in 2002. He is a member of the American Institute of Certified Public Accountants and the Arizona Society of Certified Public Accountants. TJ’s tax and accounting experience primarily ranges from small businesses in the $1 million gross revenue range to closely held family businesses that exceed $150 million in collective gross revenue. In his spare time, TJ enjoys fishing, camping, attending rock concerts and sporting events, and playing guitar in a Phoenix based rock band. TJ and his family also love to travel to Major League Baseball parks in the summer. He and his family are members of Mission Community Church.
Certified Public Accountant, Income Tax and Closely Held Family Business Specialist
Ryan graduated from Arizona State University with his Bachelor’s Degree in Accounting in 2004 and specializes in business and income tax planning for small businesses and their owners. His experience in family partnership buyouts, corporate startups, and high net worth individual tax planning allows Ryan to consult and advise clients in a wide range of tax and accounting needs. Ryan serves his community as a member of the Church of Jesus Christ of Latter Day Saints. He is an avid sports fan and loves to follow the Arizona home teams, especially the Diamondbacks and Sun Devils. In his free time, Ryan loves spending time with his wife and five children.
Certified Public Accountant, Business and Individual Income Tax Specialist
Max graduated from Sacramento State University with his Bachelor’s Degree in Accounting in 2012. For the past six years he has provided tax services to small and midsize business owners. Max has helped clients in a variety of industries, including Farming, Manufacturing, Real Estate, and Construction. He is a member of the American Institute of Certified Public Accountants and actively maintains and improves his tax knowledge. When he is not in the office, his two young children keep him busy and he enjoys cooking for his friends and family.
Accounting Manager, Payroll Specialist, Office Manager, QuickBooks ProAdvisor®
Jessi received her accounting degree in 2007 and has over nineteen years of bookkeeping experience. In her spare time, Jessi enjoys being outdoors hiking and camping with her high school sweetheart and two boys.
Bookkeeping Associate, QuickBooks ProAdvisor®, IRS Communications Assistant
Shannon has over 5 years of collective administrative and bookkeeping experience. She is a Mesa, Arizona native, is married and is a mother to five children. When Shannon isn’t in the office and has time away from her busy schedule of being a mom, she loves repairing iPhones and iPads! During football season, you can find Shannon supporting the Broncos!
Individual & Business Tax Associate, Estate Planning Associate
Scott is an Arizona native who enjoys spending time with his family, movies and sports. He serves as an assistant cubmaster for his boys’ cub scout pack and den leader for his oldest son. Scott also coaches his boys’ baseball team and is currently enrolled in accounting classes to increase his tax and accounting knowledge.