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About Us
Meet Julie, CPA
Meet Rachelle, CPA
Meet Rachelle, CPA
Julie graduated with a Masters in Accounting Taxation from Brigham Young University and worked for Deloitte in Los Angeles working with large corporations and researching cutting edge tax savings. She has practiced tax advisory CPA services for 25+ years and is very familiar with small business issues having owned small businesses of her
Julie graduated with a Masters in Accounting Taxation from Brigham Young University and worked for Deloitte in Los Angeles working with large corporations and researching cutting edge tax savings. She has practiced tax advisory CPA services for 25+ years and is very familiar with small business issues having owned small businesses of her own. She is very adept at breaking down the complicated into understandable, executable action items. She can help guide you down a path of success in your personal and business endeavors.
Meet Rachelle, CPA
Meet Rachelle, CPA
Meet Rachelle, CPA
Rachelle has a Masters In Accounting, with an emphasis in Taxation from the University of Arizona. She has worked with small businesses for over 17 years helping to maximize profits, implement tax saving strategies and help business owners understand their finances and where they can improve. She has spent the last 13 years as a CPA at
Rachelle has a Masters In Accounting, with an emphasis in Taxation from the University of Arizona. She has worked with small businesses for over 17 years helping to maximize profits, implement tax saving strategies and help business owners understand their finances and where they can improve. She has spent the last 13 years as a CPA at a mid-size public accounting firm working with high wealth individuals and small to mid size business in various industries in tax planning and tax preparation. She loves to help individuals and businesses minimize the stress associated with tax planning, obligations and reporting.
Meet Bryce
Meet Rachelle, CPA
Meet Bryce
Bryce has a has worked in several industries both domestically and overseas. He holds a BA in Business and a minor in Chinese. Upon graduation Bryce worked for a start-up division where he learned corporate governance, operations and systems. He spent over 15 years in Asia assisting clients navigate the difficulties of overseas operations
Bryce has a has worked in several industries both domestically and overseas. He holds a BA in Business and a minor in Chinese. Upon graduation Bryce worked for a start-up division where he learned corporate governance, operations and systems. He spent over 15 years in Asia assisting clients navigate the difficulties of overseas operations. Bryce has owned several companies and is very good at turning companies profitable. He brings a broad wealth of experience and exposure across industries - knowledge he leverages to bring new insight to client challenges. Bryce is motivated by seeing those around him grow and succeed and loves to coach (clients and football) .
Meet Steve
Meet Rachelle, CPA
Meet Bryce
Steve is a seasoned finance professional with over 20 years of diverse experience across various industries, including healthcare, manufacturing, sports marketing, and public accounting. With a Bachelor’s in Finance from LeMoyne College, he possesses a robust accounting background, having worked with companies ranging from $1M to $50B in
Steve is a seasoned finance professional with over 20 years of diverse experience across various industries, including healthcare, manufacturing, sports marketing, and public accounting. With a Bachelor’s in Finance from LeMoyne College, he possesses a robust accounting background, having worked with companies ranging from $1M to $50B in annual sales. His passion lies in analyzing financial statements and helping clients grasp their full potential for business decisions, alongside a keen interest in studying the stock market and evaluating corporate financial performance.