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Born and raised in Lodi, Wisconsin, Stephen brings over 8 years of experience in tax accounting, a strong Midwestern work ethic, and a sharp financial mind to the firm. He holds a Master’s degree in Accounting from Liberty University and is an Eagle Scout—so you know he’s dependable and always prepared. Outside the office, Stephen enjoys hiking with his family, cooking, going to the gym, and playing golf. He’s a proud father to a spirited little boy and a devoted dog dad to his border collie. He’s absolutely fearless when it comes to taxes, but strangely uneasy about butterflies landing on him. He believes precision and personality go hand in hand and brings both to every client relationship.

With over 15 years of experience in bookkeeping, payroll, and audit, Jaime combines sharp financial skills with a warm, approachable style. She holds a BS in Accounting from Utah State University and a Master’s in Accounting from San Diego State University. She’s passionate about building a supportive, engaged team that enjoys working together and takes pride in what they do. Jaime leads with a mix of heart, humor, and high standards, creating a work environment where people genuinely care about their work and each other.

She chose to call Southern Utah home for its desert-at-twilight vibe, and when she’s not diving into spreadsheets, you’ll probably find her outside, on a trail or by the lake with her husband and kids.

Preston is a licensed CPA with over 20 years of experience in both public and corporate accounting. He began his career in Salt Lake City, Utah with both Ernst & Young and later Tanner LLC, and eventually made his way to Gilbert, Arizona, where he spent ten years as the Director of International Accounting for Iridium Communications. In that role, he managed the company’s foreign subsidiaries, led the corporate accounting team, and oversaw the global consolidation process for the publicly traded firm.

With a specialty in tax and assurance services, Preston also brings deep expertise in business advisory, mergers and acquisitions, corporate structuring, and outsourced CFO services. He holds a BS in Accounting from Utah State University and an MBA from Arizona State University. Preston has also shared his knowledge as a long-time instructor for Becker Professional Education, helping future CPAs prepare for licensure, and has served on the boards of several Phoenix-area companies.

Outside of work, Preston enjoys traveling, especially if it’s a chance to spend time on a good beach. He brings that same appreciation for balance and perspective to his client relationships, combining technical insight with a calm, approachable style.

Matt is a licensed CPA with 10 years of experience helping businesses and individuals navigate the ever-changing world of tax. He earned his Master’s degree in Taxation from Arizona State University in 2012 and began his career at Moss Adams, where he spent the majority of his professional life. He also spent 18 months with Ernst & Young in New York City, gaining valuable experience in a fast-paced, high-level environment.

Matt leads the firm’s overall tax department. His work often involves complex areas like multi-state tax compliance, partnership buyouts and special allocations, and mergers and acquisitions.  He’s also well-versed accrual-based accounting.

Clients appreciate Matt’s down-to-earth approach, deep technical knowledge, and commitment to helping them make smart, informed decisions. Whether he’s untangling complicated tax issues or simply answering a quick question, Matt brings clarity, professionalism, and a genuine desire to help