Scott Morreim is our Enrolled Agent
Enrolled Agents are preparers that have passed a series of exams prepared by the IRS to determine the individuals knowledge of tax law, rules and ethics in their profession. EAs are able to represent taxpayers with the IRS on audits, disputes or basic questions on tax returns filed by the taxpayer.
Linda Martens is our QuickBooks ProAdvisor
A QuickBooks ProAdvisor is a professional trained and certified in setting up, maintaining and troubleshooting QuickBooks. An accounting pro who provides strategic insights to drive small business success.
Teresa Halbach is our Notary Public
A Notary Public is a commissioned representative of a state government and is charged with verifying your identity as the signer, ensuring you sign under your own free will, and witnessing the signing event. Their role is to prevent fraud and to ensure the appropriate people execute legal documents freely.