What started in 2010 as a side project preparing tax returns for a handful of friends and family has grown into a thriving full-service accounting firm. That first year, we had just 5 clients. Then came 12, 25, 40, 75, and 125. What began as a small way to help people we knew quickly became something we truly loved doing.

As the practice continued to grow, Zuleyka joined the team in 2020, bringing additional accounting and tax expertise and helping us support our growing client base.

Since then, our momentum has only accelerated. Today, we proudly serve 600+ individual tax clients, 15+ small business bookkeeping clients, and a variety of advisory and consulting clients. That growth allowed Shawn to make the transition to running the firm full-time in 2024, followed by Zuleyka in 2025.

Looking back over the past 16 years, what means the most to us isn’t just how much we’ve grown, but the people we’ve had the opportunity to work with along the way. We’re incredibly grateful for every individual, family, and business owner who has trusted us with their taxes, accounting, and financial decisions.

We never imagined that a side project would become our full-time passion, and we’re so thankful that it did.