Sally Lattimer
, CPA, opened her practice in the valley in 1987. Prior to that, she worked for a local CPA firm in
Ohio
. Sally’s practice is focused mainly on small to medium sized family owned businesses and individual taxpayers. Sally and her firm are members of the Better Business Bureau, Scottsdale Chamber of Commerce, American Institute of CPAs, Arizona Society of CPA’s, and National Association of Tax Professionals. Her firm submits to a biannual peer review, and earlier this year received a Certificate of Recognition from the AICPA for receiving an unmodified opinion and for “demonstrating that your firm designed and complied with a system of quality control standards established by the AICPA”.
Rachel
Springsteel, CPA, has more than six years of tax and accounting experience in both industry and public accounting firms.
Rachel
has been with our firm since 2004, and has quickly demonstrated her commitment to quality and professionalism.
Rachel
’s main focus is business and individual tax preparation and tax planning.
Randy Zucker
, EA, has been with the firm since 1990. Prior to joining this firm, Randy owned her own tax practice for over 20 years. As an Enrolled Agent, Randy has passed a difficult exam conducted by the Internal Revenue Service to demonstrate her vast knowledge of tax law. She is subject to required continuing education just as CPAs are.
Charla Archambault
, Accountant, has been with the firm since 1989. Charla handles accounting, bookkeeping, payroll, and sales tax for many of our small businesses. She also reviews and adjusts QuickBooks for those who prefer to do their own accounting.
Kayleen Howard, Accountant, joined the firm in 2007. Kayleen recently earned her Accounting degree from Black Hills State College and is studying for the CPA exam. She works primarily with our business clients providing accounting services, including payroll and sales tax.
Marianne Adams, Office Manager, joined the firm in 2007 and handles all the administrative tasks that keep an office running smoothly. You can always call on Marianne to confirm your appointment time, to get another copy of something to you quickly, or to send a courier to pick up your tax documents.
