Staff Directory

Steve is an Enrolled Agent, and Senior Clergy Tax Specialist. He has personally overseen the preparation of more than 100,000 clergy tax returns and represented

Zan is a senior Clergy Tax Specialist with a focus on customizing coordinated tax and investment strategies. He is especially skilled at implementing strategies that

Cheryl graduated Cum Laude from Geneva College in western Pennsylvania in Business Administration and is also an Enrolled Agent. Her meticulous attention to the individual

Chuck graduated with a BBA in Accounting from Texas Christian University in Fort Worth. He sold his very successful CPA Practice in Wylie, TX to

Myron Berg, EA, is a veteran accountant with over 50 years of tax preparation under his belt. We like to say that, “Myron wears well.”

JoAnn graduated from Geneva College in Pennsylvania and began her career with a Colorado CPA firm. Eventually she opened her own business as an accountant,

Thea is an English Communications graduate from Trinity International University in Chicago. The daughter of a pastor and a pastors wife for two decades. She

Bebe has a degree in math from Baylor University. She taught math at Plano Senior High School in Texas when she began serving as a

Nichole graduated Magna Cum Laude from Kaplan University in 2013 with an accounting degree. Her attention to detail, love of accounting, and passion for helping

Ken has twenty years of experience in financial services operations, including accounting and tax reporting. He approaches his challenges with a focus on finding solutions.

Benjamin (Ben) Schmitt graduated summa cum laude from Colorado State University with a BS in Biochemistry and a Minor in Spanish. His strong analytical and

Esperanza discovered how much ministers need specialized tax and financial services while serving as the Finance Director of a local church. Desiring to fill that