Kimberly Perry, CPA. Being a 2nd generation tax and accounting firm means that I grew up around taxes and that our family would have tax discussions at the dinner table. Listening to my Mom, who is an Enrolled Agent, talk about how she was able to legally lower her clients’ tax bill was very exciting to me. I feel very fortunate to have realized at an early age that I wanted to help people in this same way. Witnessing the positive impact my Mom had on the lives of her clients gave me the drive to go even further and I became a CPA.
In order to stay one step ahead of the ever-changing and overly complex tax laws, I am continually adding to my expertise by participating in numerous educational seminars in various areas of tax law and tax planning techniques. I find there is no greater joy than helping people save their hard earned money rather than seeing the government take more of it than they are entitled to.
I have created a wonderful and caring team of professionals who share the same passion for helping others and together we have helped our clients get organized, gain knowledge about their business’ financials, and through proactive tax planning, saved them thousands of dollars in taxes.
Robin Macciola is our Account Manager. She started with the firm when it was in JoAnn’s home. Her career interests have always embraced numbers and people, from working in banking, manufacturing, schools and accounting. She has a knack for organization, and keeps the office in order and our clients happy.
Barbara Swihart is our Office Manager. She has over 25 years of administrative support experience in both the legal profession and non-profits and is now using her expertise and passion for customer service to help keep the front office running smoothly.
Cindi Reeves is our Bookkeeper. She has been doing the books for her husband’s business since 1996 and came to work for Kim in 2009. She loves working with our clients and giving them one on one attention.
JoAnn Harteau started a tax practice out of her home in 1982. In 2009 she happily turned over the reins to Kim and is happily working seasonally as our Tax Preparer, Enrolled Agent.