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We are incredibly proud of our career professionals who bring their “A” game, everyday, to the benefit and success of our clients.
We’re real people, doing great work, for amazing organizations.  If you are not yet a client, put us to work for you.
Our mission is your success!

Dee Hollinger

Director of Formation Services
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Shannon Evans

Shannon Evans, EA, MBA

Director of Compliance Services
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Charles Reasonover

Director of Marketing
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Linnea Hopkins Mace

Senior Exemption Specialist / IRS Liaison
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Juliette Vincent

Senior Writer / Workflow Coordinator
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Marcie Timmerman

Writer / Nonprofit Formation Specialist
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Angee Bruce

Administration
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Jim Powell

Sales Advisor
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Lauren “Ren” Henderson

Senior Exemption Specialist
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Madi Robinson

Compliance Specialist
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Aaron Burcham

Senior Exemption Specialist
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Makenzie Turner

Compliance Specialist
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Chanda Greenwood

Senior Compliance Specialist
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Marnie Harris

Client Success Manager
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Andrew Payne, EA

Compliance Specialist / Staff Accountant
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Cameron Fry

Client Success Manager
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Ryan Daniel

Sales Advisor
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Chris Farris

Chief Operating Officer
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Valarie Carpenter

Shelby Lash

Compliance Specialist
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Suzanne Morgan

Valerie Snyder

Lead Bookkeeper
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Sara LaChance

Exemption Specialist
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Rosie Westerbeck

Marketing Specialist
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Pam Bolick

Nonprofit Formation Specialist
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Memory Strong

Exemption Specialist
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Pam Gregory

Bookkeeping Manager
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Chaz Duffy

Client Success Manager
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Anna Cesnik

Compliance Specialist
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Tina Johnson

Client Success Manager
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