Heather and her team provides financial and tax consulting to businesses, individuals, estates, and trusts. With almost 20 years of experience, she is well-versed in the needs of small businesses, closely-held businesses and family-owned businesses, along with their individual owners.
Amy has over 10 years of experience helping clients with their bookkeeping needs.
Sara has over 20 years of experience helping clients with their financial needs, including tax and accounting assistance.
Business Financial Management
Tax Filings and Planning
Annual Tax Filings
Construction and Real Estate
Technology and Start-ups