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Schedule Your Mid-Year Consultation

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.
 
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Justin Botillier

EA
Justin specializes in business consulting and coaching, and carries a wealth of knowledge and experience specific to the cannabis industry.
 
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Bryant Zwart

CPA, MBA
Bryant specializes in accounting and business operations, with an emphasis in systems design, including accounting best practices and staff training.
 
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Lillian Shannon

LTP

Lillian specializes in bookkeeping and payroll and uses that foundation to ensure accurate and timely tax preparation for small businesses and their owners.

Schedule Consultation