About Us


We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.


We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.


Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.

Staff Profiles

Caitlin is a 2013 graduate of Ferris State University with a Bachelor of Science in Business –  Accountancy. Caitlin is an Enrolled Agent, licensed to practice before the IRS.  She has several years of experience and has a strong sense of detail and a passion to help people. 

She is a northern Michigan native, being born and raised in Traverse City. She enjoys exploring the many nature trails of the area, visiting the beach, visiting new places, reading, and spending time with her husband, 2 sons, and 2 dogs.