Meet Our Team

Click a photo below for complete bio and contact information.

IRS Representation Team

Tax Preparation Team

jerry

Gerry Daw
Lead Tax Preparer-Small Business Formation & Advisory

vickie

Vickie
Spanish Tax Preparer & Office Administrator

keith

Keith
Tax Preparation Professional

Administrative and Support Team

Kathleen

Kathleen
Admin

eddie

Eddie
Small Business Advisory

doe

Doe
Receptionist

Bookkeeping Team

Tamara Coleman

Affiliate Professionals

On an as-needed case by case basis.

Andrew

Andrew Barker MBA CPA
Hands-on, Fractional CFO –
Middle Market Management  Fluent in Spanish/Portuguese

Duncan with Thread payroll and HR

Duncan Brookover
Thread
www.Threadhcm.com
856-938-8779 direct
dbrookover@threadhcm.com

Canon Greaf – District Manager
ADP – Payroll and HR
303-550-2642 Direct Cell
Canon.Graef@adp.com

image003

Allen Wright
Paylocity
972-955-4307 direct
Awright@paylocity.com