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
Tamara Coleman
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