Our goal is to provide you with financial guidance tailored to your individual needs, available when you need it, and delivered with a personal touch. You and your company will benefit from the personal service we provide. Big company or small, a complicated income tax return or a relatively simple one, everyone receives personal attention. We make you our top priority - not only in words and numbers, but also in our day-to-day commitment to serving you!
Rose is a Certified Public Accountant licensed in Virginia with a degree in accounting from the University of Illinois and an MBA from the Wharton School of the University of Pennsylvania, Prior to training under Lisa Scarazzo, Rose worked in Big 4 accounting, accounting consulting and was an operational lead at a variety of small businesses in charge of bringing new financial products and services to our clients.
Lisa has a degree in Business Administration and over 30 years of accounting experience. She is a Certified Public Accountant, a Certified Public Tax Professional, a Notary Public with the Commonwealth of Virginia, a member of the Virginia Society of Certified Public Accountants and a member of the National Society of tax Professionals.
Laurie has been employed by the company since 1997 and specializes in research, consulting, accounting, and tax advisory work. She received a Bachelors of Science in Accounting from the University of West Florida. She has over 30 years of accounting experience and is a Certified Public Accountant in Georgia.
Patricia has been employed by the company since 1998 and has over 30 years of extensive experience with tax, accounting, and payroll preparation. She has a Bachelors of Science in Accounting from Strayer University.
Tracey is our newest addition to our team! Tracey has experience across client service and most recently served as a tax preparer at a local H&R Block office. She especially enjoys the digesting tax research to help her clients!
Lora has been employed by the company since 2012 and has 25 years of experience in accounting, real estate settlements, and payroll. Lora specializes in delivering customized payroll processing.
Parisa is our executive assistant with over 15 years of experience in executive administration and 12 years in banking and AR/AP. Parisa will be the person to greet you with a smile & cheerfulness when you visit us.