Click a photo below for complete bio and contact information.
IRS Representation Team
Tax Preparation Team

Gerry Daw
Lead Tax Preparer-Small Business Formation & Advisory

Vickie
Spanish Tax Preparer & Office Administrator

Keith
Tax Preparation Professional
Administrative and Support Team

Kathleen
Admin

Eddie
Small Business Advisory

Doe
Receptionist
Bookkeeping Team

Misty
Director of Bookkeeping

Omar
Bookkeeper

Beth
Bookkeeper
Affiliate Professionals
On an as-needed case by case basis.

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

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

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