About

Our Story

Our journey began with a simple goal: to provide reliable, client-centered tax solutions that empower individuals and small businesses. Since our founding, we’ve remained committed to accuracy, transparency, and personalized service in an ever-changing financial landscape.

2020

We launched our firm with a focus on individual tax preparation and filing. Despite the challenges of the pandemic, we helped dozens of clients navigate new tax rules and economic relief programs with clarity and confidence.

2021

As our client base grew, we expanded our services to include small business tax planning, bookkeeping, and IRS representation. This year marked the beginning of our team’s growth, welcoming skilled professionals to better serve our community.
2022

We introduced digital solutions to streamline tax filing and document management for clients. Our investment in secure, user-friendly platforms helped improve communication and efficiency across the board.
2023

We partnered with local financial consultants and launched educational outreach efforts, hosting workshops on tax literacy and financial wellness. Our reputation for integrity and results-driven service continued to drive our expansion into new markets.

Our Principles

Trust

Trust is the foundation of every relationship we build with our clients. We are committed to providing reliable, consistent service, and delivering solutions that clients can count on, year after year. Our transparency in all dealings ensures that our clients feel confident in their decisions.

Integrity

We believe in doing the right thing, always, even when no one is watching. Integrity means that we hold ourselves accountable for our actions and provide services that align with the highest ethical standards. Every recommendation we make is rooted in what’s best for our clients, not personal gain.

Honesty

Honesty is at the heart of our interactions. We take the time to clearly communicate tax strategies, potential outcomes, and any risks involved. We’re upfront about costs and timelines, ensuring that our clients always know exactly what to expect and trust that there are no hidden agendas.

Our Clients

Our Team

Kate Whyte

Manager

Kate brings over a decade of experience in tax preparation and business operations. With a strong background in client relations and organizational leadership, she ensures our team delivers accurate, timely, and personalized financial services. Kate specializes in streamlining tax workflows and optimizing team performance.

Victor Hanesim

Financial Consultant

Victor is a certified financial consultant with a deep understanding of personal and small business financial planning. He advises clients on tax-efficient investment strategies, retirement planning, and wealth management. His analytical skills and client-focused approach make him a trusted resource for financial growth and compliance.

Olivia Gaterlzoe

Tax Manager

Olivia is a licensed tax professional with extensive experience in federal and state tax codes. She leads the firm’s tax compliance initiatives, ensuring accuracy and adherence to evolving regulations. Known for her attention to detail and proactive planning, Olivia helps clients minimize liabilities and maximize returns.