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Inc. 5000 Listed - 2022 & 2023!

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, EA

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

Client Support Manager
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Jim Powell

Sales Advisor
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Heather Young

Compliance Support Specialist
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Lauren “Ren” Henderson, EA

Senior Exemption Specialist
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Madi Robinson

Compliance Specialist
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Aaron Burcham, EA

Senior Exemption Specialist
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Makenzie Turner

Senior Compliance Specialist
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Chanda Greenwood

Senior Compliance Specialist
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Andrew Payne, EA

Senior Compliance Specialist / Staff Accountant
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Ryan Daniel

Sales Advisor
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Chris Farris

Chief Operating Officer
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Valarie Carpenter

Valarie Carpenter

Senior Bookkeeper
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Shelby Lash

Compliance Specialist
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Suzanne Morgan

Sara LaChance

Senior 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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Chaz Duffy

Sales Development Representative
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Anna Cesnik

Compliance Specialist
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Amanda McCaleb

Senior Bookkeeper
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Susan Garrison

Associate Director - Bookkeeping Services
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Cheri Wessels

Sales Administrative Assistant
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Jacob Moore

Compliance Support Specialist
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Lisa Vaughan

Senior Bookkeeper
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Jessica Hein, Bookkeeper

Jon Fleet

Compliance Specialist
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Gary Ventola
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