Who We Are

Our Mission

Our firm provides outstanding service to our clients because of our dedication to the three underlying principles.

Vision

What do we want our firm to become? It’s not about being the biggest; it’s about being the best at serving customers with honesty and integrity, amplified with innovation and technology.

Professionalism

Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention. Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served by the expertise of our whole firm.

Responsiveness

Our firm is known for being responsive and reliable. We provide comprehensive financial services to individuals, businesses, and organizations, backed by expert advice and efficient service. Client referrals have driven our growth, reflecting the trust and respect we’ve earned through dedication, professionalism, and quick response to our clients’ needs.

Quality

Our firm is known for delivering exceptional accounting services built on the highest standards. As trusted advisors, we provide insightful guidance to help clients make informed financial decisions. We continually enhance our expertise to ensure outstanding service and lasting client satisfaction. Your questions matter to us — we’re always here to help.

Our People

JT Paulk

Principal

Ulysses Yates - CPA

UA Yates

Principal

Calvin Haugh

Principal

Adriana Baumgartner

Tax Accountant

Mike Cannon

Tax Manager

Jerry Brewster

Tax Manager

Kate Shin

Tax Manager

Whitney Chute

Senior Accountant

Kathy Glos

Principal

Andrea Berlinicke

Accounting Services Associate

Ellen Heinecke

Accounting Manager

Diane Caso

Senior Tax Accountant

Amanda Tourgee

Office Manager

Christine Thomas

Office Manager