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Behind every successful return is a team of experts who care. Our CPAs and advisors bring years of experience. We possess the capabilities, competence, and commitment to ensure that engagements are performed in accordance with professional standards and regulatory and legal requirements.


Taylor E. Stevens, CPA

President and Managing Principal

Mark D. Allen, CPA

Founding Principal, Semi-Retired

Mark A. Boatright, CPA, CFP®

Principal, Semi-Retired

R. Melissa Evert, CPA

Senior Accounting and Tax Manager

Jessica T. Prefume, CPA

Senior Tax Associate

Katie M. Trias

Tax Associate

Kirsten Krzystek

Firm Administrator

Vivien Varga

Firm Administrator