Meet our tax team
We are proud to have a team that holds our values close: Family, Trust & Community. Every return, every question and every plan passes through more than one caring set of hands, so you get the best tax experience possible.
Enrolled Agent | Tax & Business Consultant
“I strive to build strong relationships with our clients. It’s about treating every client as a valued individual and understanding the uniqueness of each family and business I am privileged to work with. I enjoy working with small businesses to help ensure that they set themselves up for lasting success.”
Vision & Culture Leader | Co-Owner
“I love being part of a team that genuinely enjoys serving others. It’s important to me that we create an experience where both our team and clients feel valued. At JFT, we truly care about you, your family, and your success.”
Operations Director
“For the past few decades it has been a pleasure to provide professional client services in sales, communications and education. I strive to understand every challenge to best assist clients meet their needs and expectations by focusing on the details. My husband and I have lived in this amazing city since 2006 and have 3 active children. I’ve learned the importance of maintaining an organized calendar and the value of prioritization. Looking forward to assisting you on your tax and business journey.”
Lead Office Administrator
“I genuinely love getting to know our clients and helping guide them to best support their needs. My customer service skills are rooted in the belief that every interaction is an opportunity to serve others with kindness and respect. I aim to create positive experiences and contribute to a sense of community where everyone feels valued and cared for. I absolutely adore my husband and our fluffy dog, who both bring so much joy into my life every day, and I’m excited for the opportunity to apply that same enthusiasm into making a positive impact in this community with the James Family Tax Team.”
Tax Consultant
“I have been in the tax industry since 2022, and I find joy in knowing that I am making peoples’ lives easier with my work. I know that taxes can appear daunting but with my knowledge, clients walk away feeling reassured. When I am not in the office I can usually be found playing pickleball with my girlfriend, working out in a gym or spending time with friends and family.”
Bookkeeper
Suzanne is our bookkeeper. She keeps our clients’ books organized and accurate all year long, so tax time feels a lot less stressful. Her full introduction is coming soon!
When you work with James Family Tax, you are not handed off. You are welcomed in. Our team works side by side, checks each other’s work, and shares what we learn so that you and your family feel supported all year long.
We look forward to serving you!
Book a discovery call, a tax preparation appointment or a planning consultation. We’re here year round.
