Peter McDonald

With over 25 years of experience, Peter is a trusted advisor to closely-held and family-owned businesses, as well as their owners and individual clients. His expertise spans accounting, tax, and consulting services, with a particular focus on tax planning strategies,...

Kristi Glass

Kristi has nearly 30 years of experience delivering tax and consulting services to local businesses and individual clients. She also provides training and support for QuickBooks® accounting software, helping clients streamline their financial processes. Kristi...

Joel Flinchbaugh

Joel provides overall leadership and guidance, specializing in accounting and tax services for a range of individual and business clients, including family-owned businesses and new business start-ups. He also offers specialized support to healthcare professionals,...

Nathaniel Fissel

With over 20 years of experience and a M.S. in Taxation, Nat advises closely-held businesses and high net worth individuals on complex federal income tax compliance and tax planning issues. He specializes in advising on choice of entity structure for new businesses...