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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

Jamie specializes in advanced tax strategies for businesses and individuals, and offers a numbers-focused, analytical approach.

Justin Botillier

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

Bryant Zwart

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

Lillian Shannon


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