Earning her degree from Longwood University, Bernadette has been preparing individual and corporate tax returns while serving her clients with accounting work and advice for over 20 years.   Honesty and reliability are the backbone to the success of her business.  She gets to know and understands all aspects of her clients to better tailor the tax advice needed for their given situation. 

Karl has been with our team for more than 15 years as a tax preparer. 

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As a CERTIFIED FINANCIAL PLANNER(TM)  professional, he is well versed in retirement and investment matters.   

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Karl is a retired Navy officer and excels at providing military and multi state tax planning.

Paul joined our team in 2022. Paul graduated from Old Dominion University with a Bachelor of Science in Business Administration with a concentration in accounting. He has been a licensed Enrolled Agent since 2013. Paul enjoys assisting clients in areas that include tax planning, preparation, tax resolution, and representation before various taxing authorities. He worked with various local, mid-sized public accounting firms. Before that, He worked with the City of Virginia Beach Commissioner of Revenue’s Office in the Business Licensing Department and with the City of Virginia Beach’s Treasurer’s Office.  He is a member of the Virginia Society of Tax and Accounting Professionals.​​​

Trisha has been with our team since 2009 and is the backbone to our payroll operation. 

Her hands on approach to the needs of every client makes the payroll experience an easy one.   From paying the employees to making sure all the forms and taxes are timely filed and paid, she can keep the business running like a well oiled machine

Mandi has been with our office since 2020.  She earned a bachelors of science degree from Old Dominion University in 2012.

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She manages  bookkeeping,  payroll, sales tax, and billing matters in our office.

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Heather joined our team in 2019 in order to expand our bookkeeping staff. 

Our clients love her smart and witty personality when dealing with the monotony of their bookkeeping.   Her attention to detail in the operations of the businesses we serve aids in making financial statements accurate and complete. 

Traci is the first face you see when you come into the office for an appointment or to deal with tax return intake and delivery matters.  Her courteous interactions with our clients makes everyone feel at home.