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Angela has a Masters Degree from the University of Cincinnati and a CPA license.  She began her accounting career at Great American Insurance Company where she worked for four years in the corporate and investment accounting departments.  She later joined our firm and has been with us since 2002.  Outside of the office she enjoys hiking, biking, reading, and spending time with family.


Adam graduated from the University of Cincinnati with an accounting and commercial real estate degree.  He has four years of experience in tax and accounting through UC's co-op program, and is currently working to obtain his CPA license.  Outside of the office he enjoys boating, camping, and spending time with family and friends.


Jo has been with our firm since graduating from South Dearborn High School in 1981 providing her with over forty years of experience in tax, accounting, and payroll service.  Outside of the office she enjoys crafting, reading, and spending time with grandkids and family.


Lisa has been with our firm since graduating from South Dearborn High School in 1989 providing her with over thirty years of experience in tax, accounting, and payroll service.  Outside of the office she enjoys baking, gardening, and movie nights with family.


Lexie joined our firm in 2015.  She began as tax season help and became a permanent member of the team in 2016.  She has become a payroll wiz and we are lucky to have her.  She resides in Dillsboro.  


Lindsey has a bachelor’s degree from Northern Kentucky University in Elementary Education and a payroll certificate from Ivy Tech Community College.  She worked in the office full-time and then as seasonal help from 2013-2019 and returned as full-time help in 2022.  Outside of the office she enjoys traveling, being outside, and spending time with her family.

Our firm originally dates back to 1954 and has over 100 years of combined experience in tax, accounting and payroll service.  We are locally owned and operated and would love the opportunity to be of service to you!


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