Kelli Archibald, CPA

Nonprofit Advisor

Ethan Brogan, JD, LLM

Business Counsel & Trust Attorney

Adam Brown, JD, CNP

Nonprofit Attorney

Florencia Dascoli

Tax Senior

Derrick J. Doerr, JD, CPA/PFS, CFP®

Tax Director

Matt Ellsworth

Fractional CFO

Alejandra Guillen

Bookkeeper

Belén Greschner

Tax Administrator

Mike McDonald, CPA, MBA

CFO

Mattie Merrill

Bookkeeper

Kelly Olea, CPA

Tax Manager

Mike Payne, JD, CPA

Founder & CEO, Legal & Tax Strategist

Judy Rader

Executive Assistant

Andy Singer, CPA

Engagement Manager

Jessica Smith, EA, NTPI Fellow

IRS Tax Resolution

Osa

Office Support