Together We Thrive
Our Leadership Team
Crystal Fisher
Owner, CPA, Tax Consultant
As the driving force behind our accounting and tax firm, Crystal Fisher brings a wealth of expertise and dedication to every aspect of our operations. With a keen eye for detail and a passion for financial excellence, they lead our team in delivering unparalleled services tailored to our clients’ needs. Crystal champions innovation and efficiency, constantly seeking new ways to enhance our offerings and exceed expectations. Their visionary leadership inspires our team to continuously strive for excellence, ensuring our clients receive the highest quality of service. With Crystal at the helm, we are committed to empowering businesses through precise accounting and tax solutions, setting the standard for industry excellence.
Carole Chase
Enrolled Agent, Tax Consultant (Previous Owner)
Meet Carole Chase, our Enrolled Agent and Tax Consultant who founded our firm over 15 years ago with a vision for excellence in financial services. Carole brings over 40+ years of extensive experience in navigating tax complexities, offering invaluable insights to clients across diverse industries. Her dedication to personalized solutions and staying ahead of regulatory changes ensures each client receives tailored strategies for optimal financial outcomes. Carole’s leadership fosters a team committed to integrity, professionalism, and client-centric service, establishing her as a cornerstone of our firm’s success and trusted financial guidance.
Kathy Chase
Payroll Specialist, Client Relations Manager
Meet Kathy Chase, our dynamic Payroll Specialist and Client Relations Manager. With a keen eye for detail and a passion for client satisfaction, Kathy ensures seamless payroll processing and fosters strong client relationships. Her expertise in payroll administration guarantees accuracy and compliance, allowing our clients to focus on their core business activities with peace of mind. Kathy’s friendly demeanor and proactive communication make her a trusted point of contact for our clients, reinforcing our commitment to delivering exceptional service and support. She plays a pivotal role in maintaining our firm’s reputation for reliability and client-centricity in every interaction.
Loretta Schletz
Tax Consultant
Meet Loretta Schletz, our dedicated Tax Consultant specializing in individual and real estate transactions, among other areas. With a deep understanding of tax laws and regulations, Loretta provides expert guidance to our clients, ensuring they navigate their financial obligations with confidence. Her personalized approach and attention to detail help clients optimize their tax strategies and achieve their financial goals efficiently. Loretta’s expertise and commitment to client success make her an invaluable member of our team, contributing to our firm’s reputation for excellence in tax advisory services.
Debra Toman
Enrolled Agent (Previous Owner)
Meet Debra Toman, our dearly missed co-founder and Enrolled Agent who helped establish our firm over 15 years ago. Debra’s passion for tax advocacy and her extensive knowledge of tax regulations shaped the foundation of our practice. Her legacy of integrity and dedication continues to inspire our team and guide our client relationships today. Debra’s commitment to excellence and personalized service set the standard for our firm, ensuring that every client received expert guidance tailored to their needs. While we mourn her loss, Debra’s contributions remain a cornerstone of our firm’s ethos and commitment to providing trusted financial guidance.
Our Services
Your trusted partner for comprehensive accounting and tax solutions. Streamlining financial processes, maximizing returns, and ensuring compliance with expert precision. Empowering your business for sustainable growth and success
Accounting
Efficient accounting services tailored to your needs, ensuring financial clarity and compliance.
Tax Preparation
Expert tax preparation services to optimize returns and minimize stress.
Payroll
Efficient payroll management solutions ensuring accuracy and compliance.
Tax Planning
Strategic tax planning services tailored to optimize financial outcomes and minimize liabilities.
Restructuring
Comprehensive restructuring services designed to optimize efficiency and maximize profitability.
Advisory
Expert advisory services offering strategic insights to drive informed financial decisions and business growth.