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 and received his Master’s Degree in Taxation from Portland State University in 2020. For the past ten years he has provided tax services to small and midsize business owners. Max has helped clients in a variety of industries, including Ecommerce, Manufacturing, Real Estate, Private Equity, 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 three young children keep him busy and he enjoys spending time on the golf course.
Certified Public Accountant, Income Tax Specialist
Blake graduated from Brigham Young University with his Bachelor’s Degree in Accounting in 2014 and Master’s in Tax from Arizona State University in 2016. He is a member of the American Institute of Certified Public Accountants and the Arizona Society of Certified Public Accountants. Blake has four years of experience working at a global firm where he gained experience with clients in several different industries such as: real estate, development, technology, hospitality, and entertainment. Blake is expanding his tax knowledge in the small businesses and individual tax disciplines. Blake is an avid fan of the Phoenix Suns and Arizona Diamondbacks as well as for his alma maters, ASU and BYU. Blake regularly serves in his church, the Church of Jesus Christ of Latter-day Saints and loves spending his free time with his wife and daughter.
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.
Staff Accountant, Staff Tax Preparer, QuickBooks ProAdvisor®
Shannon has over 10 years of collective administrative and accounting experience. She is a Mesa, Arizona native, and a married mother of five children. Shannon enjoys all things family – whether it be a road trip or family dinner – she’ll be there! During football season, you can find Shannon supporting the Denver Broncos!
Enrolled Agent, QuickBooks ProAdvisor®, Accounting Specialist, Payroll Specialist, Business and Individual Income Tax Specialist
Holly has 10 years of experience in bookkeeping and tax return preparation. She works with both small businesses and individuals in a variety of tax areas including sales tax, payroll, bookkeeping, and income tax planning and preparation.
As an Enrolled Agent, Holly must adhere to ethical standards set by the IRS, stay current on tax law changes with continuing professional education. Enrolled Agent status is the highest credential the IRS awards.
When Holly needs a break from reconciling financial statements and preparing tax returns, she enjoys traveling, playing tennis, and game night with her family!
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.
Emma has over 5 years of administrative experience, in a variety of industries. Being an Executive Assistant is Emma’s dream job! Emma serves as a youth advisor for The Church of Jesus Christ of Latter-Day Saints and loves spending time with the young women. In her free time, Emma enjoys hiking, cooking, and spending time with her husband.