Our Staff

Owner, Teresa is an Enrolled Agent with over 25 years of experience. She prepares taxes and has vast experience in representing clients in IRS Audits, including offers in compromise, dealing with the taxpayer advocate and the appeals office (which prepares us for court if required.) She has a great personality, sharp sense of humor and adds to our friendly, caring, intimate office while still keeping it professional.  

Joining our office team February of 2010. Heidi has brought a positive attitude and eagerness to learn. She became an Enrolled Agent in August 2012. Heidi is involved with tax preparation, IRS resolution & representation, and is also a notary.