Jack is responsible for most of our accounting technical work, and is the primary day-to-day contact for all of our clients. He is an IRS Enrolled Agent (EA), and has an accounting degree from Portland State University.
Zach is responsible for most of our daily bookkeeping, transaction entries, reconciliations, and account troubleshooting. He has an associates degree from Mount Hood Community College, and an unmatched can-do spirit.
Madi is responsible for most of our monthly accounting close processes and report creation. She has a business management degree from Portland State University and lives in Orlando, FL with her spouse and dog.
What the IRS says this means: "Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years."
