I work with you on a personal level to determine the best solutions for your unique needs, then leverage my seasoned expertise to achieve the best possible results.


I am your trusted partner in success. My firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.


Rest assured that when a need arises, my firm is ready and capable to handle everything for you so you can focus on what matters most to you.

Staff Profiles

Jessi Bohn

Jessi has 20 years of experience in tax preparation. It all started with a tax class her daughter enrolled her in where Jessi received a perfect score on the final. Taxes have been her passion ever since. She worked at H&R Block for 15 years where she excelled in booking return clients due to both her great technical and personal skills. Her passion for people is evident at every appointment, asking just the right questions to ensure she has a complete picture of every client. After branching out on her own, her client satisfaction and return rate has remained extremely high. As an entrepreneur herself, she is uniquely qualified to help her clients with new businesses, whether they are a sole proprietor or single member LLC. Book an appointment today for her tax or consulting services.


Jasmine brings over 10 years of CPA tax and accounting experience to the family business. She graduated from CSU, East Bay with a business degree focusing in both accounting and finance. After graduating, she worked for Atherton & Associates, a local CPA firm, gaining a vast array of experience in tax, auditing and consulting for all business types from corporations to individuals. The industries varied from real estate to farming to retail. She also worked in government accounting, perfecting her skills in bookkeeping and reporting. She now specializes in helping small businesses reach their true potential by analyzing both their revenue and expenses. Book an appointment today for her tax, bookkeeping or consulting services.