Experienced Professionals Ready To Work For You

With decades of experience and an wide breadth of experience, our professionals and support staff have what it takes to tackle whatever you bring to our doorstep.

Matthew Whatley, Esq

Principal Tax Preparer, Tax Attorney, Audit Specialist 

As our company founder, Matthew was and always shall be the original Tax Ninja. With over a decade of experience in matters of preparation, auditing, and planning, Matt will work hard to get you the best deal available.

JP Cross, CPA, CFP

Senior Non-Equity Partner, Corporate Specialist

With a decade of tax planning experience under his belt, JP knows the ins-and-outs of making your finances work for you. His extensive experience as a Certified Public Accountant (CPA) and Certified Financial Planner (CFP) give him unique insight into the various ways you can position yourself to achieve your financial goals.

Cassandra Tarin

Director of Operations

With a background in Public Policy and Economics, Cassandra arrived with a keen interest in the nuts and bolts of tax preparation.  As architect of our administrative organization, she works to orchestrate our entire team to make sure that we meet the needs of you, your business, and your family.

Jayson Vantuyl

President, Customer Satisfaction 

An entrepreneur-at-heart, university trained computer scientist, and former founder of a VC-backed startup, Jayson works to maintain and curate a positive customer experience.  His depth and breadth of experience gives him a unique perspective from which to advocate for our customers needs.

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