The Mid-Year Consultation is a 50 minute meeting available to Red Folder & Partner Plan clients. Meetings are offered July 6th through November 7th. Please contact our office if you need to schedule a meeting outside of the available time slots.
Jamie Jorgenstone
CPA
Jamie specializes in advanced tax strategies for businesses and individuals, and offers a numbers-focused, analytical approach.
Lillian specializes in bookkeeping and payroll and uses that foundation to ensure accurate and timely tax preparation for small businesses and their owners.