Meet Our Staff
Adam has been a practicing CPA for over 20 years. He is passionate about teaching business owners the most profitable way to operate their businesses and occasionally takes some of his own advice from his staff. When he is not in the office, you may find him at the ice rink playing hockey (poorly).
"The One in Charge"
Karen is a pro at everything related to accounting. Tax prep, bookkeeping, payroll and management. She has been “managing” Adam’s business for many years and will continue to keep him focused on his goals.
"The Chaos Coordinator"
Brittney has spent years working behind the scenes to make sure that hundreds of client files move properly though our tax prep process each year. She excels at doing what she is supposed to do instead of what Adam tells her to do. She is a lover of coffee and her dog (who features prominently on social media).
"The Pretzel Guy"
Ed has decades of tax and accounting experience but knows that there are more things to life than just preparing tax returns. Like a hard pretzel that is rolled instead of stamped. They are hard to find but are worth it when you do.
Vanessa is our newest addition. She recently moved here with her husband and 4 kids from Canada “Canuck”. She has many years of experience as a reception/office assistant. In her spare time she is often running around to kids sporting events or watching sports from the comfort of her home!