Jeff has been an accountant since 1999 and a CPA since 2014. He currently owns and operates a thriving practice in Greeley and Fort Collins. A full-time resident of Fort Collins, he grew up in Steamboat Springs and was a ski racer as a young boy that carried him to the University of Denver on a ski scholarship. As a Colorado native and a small owner, he understands the needs of local small businesses and taxpayers.

Danielle has been with the team since 2017 and helps with all aspects of the business. She enjoys a variety of business development as well as helping clients with bookkeeping, payroll, and taxes. When not in the office she can usually be found working on remodel projects, cooking, or camping with family and friends. Danielle lives in chaos with her husband and two tiny people.

Tricia has worked for the company since 2015 and in the industry for years longer. She has extensive knowledge of payroll, payroll tax, sales tax, and income tax. Tricia and her husband, Rich, have three sons and three grandchildren. They enjoy traveling to Arizona and Las Vegas.

Adriana is an accountant and has been working for the firm since 2015. She specializes in payroll taxes, sales taxes, and property taxes. She is originally from Argentina, so a good barbecue with friends is always a good plan for her. She always tries to find a balance between work, family, and a healthy lifestyle, which is not easy, but she does her best.

Brandie joined the company in 2022 with business experience from multiple different industries. As our lead bookkeeper, she is often working one on one with our clients to answer questions and find solutions to ensure our clients have access to timely, relevant and accurate information in their financial software. When she’s not at work, she’s either doing something creative, spending time with her husband and two adult daughters, or chasing errant livestock out on the farm.

Alaina has been part of the company since 2018, working as an office manager. As of recently she is located at the Fort Collins office, where she is responsible for all digital client communications and she is the resident portal expert. She currently has an associates degree in sociology from FRCC and intends to obtain her bachelors degree in the upcoming years.

Although she will not help with your taxes she is always available as an office greeter and a friendly face. Indi is never from Jeff’s side

Bambi earned a bachelor’s degree in accounting with a minor in Photography. She is working toward earning an enrolled agent certification. She enjoys spending time with her family. She also enjoys exploring Colorado and traveling to Key West Florida.

Meet Stephanie, the coordinator of our office shenanigans! Stephanie joined our team in January 2024 and brings 20 years of small business-owning experience. Stephanie and her husband, Jeff, have been married since 2000, and have raised 2 sons, Ryan & Tyler. Jeff and Stephanie started their own business in 2006. After working for the family business and raising a family, Stephanie went back to college to finish her degree. She graduated in December 2023 from Aims and was quickly snatched by our office. Stephanie is the person you will most often see at the Greeley front desk, unless she and her husband are out and about traveling around the world.

Bevin has been an enrolled agent since 2020 and a tax preparer for much longer. Her specialty is in personal taxes, state taxes, and IRS and state correspondence. She joined the team in July of 2025, and is looking forward to working with the team for many years to come. In her spare time, she enjoys crocheting, reading, and public speaking through Toastmasters. Bevin and her husband Greg have two wonderful children.

Malaika enjoys spending time with her family and her pets. She enjoys traveling to warm climates with beaches and eating exotic foods while there. She has a masters in Business Administration and is currently working toward her enrolled agent certification.

Bio….what bio?

I didn’t read my JSY email, so the web designer gets to make something up for right here.

I joined the team in December, and I'm already loving it! I enjoy working with numbers, staying organized, and learning something new every day. I'm reliable, detail oriented, and bilingual, I speak English & Spanish. 

Outside of work, you can usually find me spending time with my dogs or doing DIY crafts. I enjoy anything creative and anything that keeps me busy and having fun!

Izzy is Jeff’s oldest child and currently studying neuroscience at CSU and love all things science related. In her spare time she designs and maintains our website.