Meet The Team
Richard has over twenty years of experience as a business owner in the tax, insurance, and financial services industry. He has both owned, and managed a tax practice for the past several years. He is IRS Annual Filing Season Program (AFSP) certified. Richard the President of the Colorado Chapter of the National Association of Tax Professionals (NATP), and has served on the board for two years. He is a Realtor with Keller Williams, an adjunct professor at Arapahoe Community College (ACC), and a member of the Business Advisory Committee at ACC. He is also a DECA volunteer, and President and longtime board member of the Alie Foundation. Richard has a Master's of Business Administration (MBA), as well as a BS in finance from New Mexico State University.
Kathy has 35 years experience in the financial services industry. Over the years, she has worked as an Account Manager assisting her clients with the IRS Regulatory year end changes and moved into the tax prepartion business in 2013. She specializes in personalized service and enjoys working with her clients and helping them get back all the money they deserve. She has prepared taxes and managed a tax office for the last few years. Kathy has completed the 2018 IRS Annual Filing Season Program (AFSP).