Meet Our Team

Click a photo below for complete bio and contact information.

IRS Representation Team

IRS REPRESENTATION & Tax Preparation Team

vickie

Vickie
Spanish Tax Preparer & Office Administrator

Lynda Cox

Lynda Cox
EA

Rob

Rob Nyberg
EA

dan

Dan Evans
EA

Administrative and Support Team

doe

Doe
Receptionist

Bookkeeping Team

Tamara Coleman

INTERNS

Emma Baldwin

Kimberly Escarsega

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

Retired

jerry

Gerry Daw
Lead Tax Preparer-Small Business Formation & Advisory

keith

Keith
Tax Preparation Professional

eddie

Eddie
Small Business Advisory

Kathleen

Kathleen
Admin