Our Team

 Sarah has worked in this profession since 2007 learning from the best. She is an Enrolled Agent, with a Bachelor's Degree in Business with Specialization in Accounting. Her and her husband enjoy living the simple life, while raising there three children on their ranch! She also enjoys cooking and spending time in her garden. 

Heidi is a certified tax preparer and our office administrator. She is currently attending Modesto Junior College, working on getting a degree in Accounting. In her off time, she enjoys hiking, reading, collecting house plants, and helping her son run his cotton candy business!

  Lexi is our Office Manager, overseeing daily office operations and managing payroll services for our clients. She is a Certified Tax Preparer and holds an Associates in Business Administration as well as an Associates in Accounting. Outside of the office, she enjoys traveling and making memories with her family and friends. 

 Suzette is our Staff Accountant. She has her Masters in Business Administration as well as a Masters in Leadership and Management. In her time off she enjoys volunteering with 4-H as a swine leader, traveling, reading, and baking.