Alex Goldsmith

Chief Business Instigator & Crypto Tax Specialist

Personal Motto: There’s no such thing as harder, there is only hard.

Alex is a CPA with a bachelor’s in accounting and a masters of tax law. Besides preparing and reviewing tax returns, Alex specializes in tax controversy issues (notices, offer in compromise, audits) and crypto taxation. Alex enjoys living on beautiful Lake Wawasee with her family and their three dogs. Alex is an avid reader and gardener.

Cassandra Miller

Tax Professional & Operations Coordinator

Personal Motto: Carpe Diem.

Cassandra is an experienced operations manager and tax professional with a passion for organization and client care. Cassandra is studying to become an Enrolled Agent (EA). She believes that the culture of a company is the heart of a company. She enjoys reading, spending time outdoors, nurturing her relationship with her children, spending time with her self-chosen family and the family the universe assigned to her. She is passionate about human rights and mental health awareness.

Stephani Cline

Tax Professional & Reluctant Bookkeeper

Personal Motto: Silence is a reassurance in the opposite.

Stephani has a bachelor’s in business management and is a tax professional with experience in bookkeeping. Stephani is studying to become an Enrolled Agent (EA). She is a creative that loves bringing fresh ideas to her clients with a passion for problem solving and accounting principles. She tackles client issues with a calm presence and persistence to find solutions for their needs while using her education and training to deliver excellent service.

Denisse Mendez

Executive Administrator & Client Coordinator

Personal Motto: Camarón que se duerme, se lo lleva la corriente. (Shrimp that falls asleep gets carried away with the current)

Denisse has a bachelor’s in both political science and Spanish with a minor in intercultural studies. Denisse is our amazing administration professional. She is passionate about social justice issues. She volunteers in local political campaigns and attends events such as the Women’s March on Washington D.C. During her spare time, she enjoys going to concerts with her friends, taking boxing lessons, attending yoga classes, and receiving Reiki for spiritual and physical healing.