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Schedule Your Tax Preparation Appointment

The Tax Preparation Appointment is a 50 minute meeting where you can drop off your tax documents and discuss any special considerations for this year’s tax filing(s).

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.