nicole odeh, ea
Nicole started as a small side business, back in 2007. With a degree in Psychology and another in Accounting, she had a passion to help other business owners understand their numbers, being in the unique position to help clients look at their past, understand their present, and plan for their future. After 10 years in the corporate finance and payroll world, Nicole took the part-time business full-time and has not looked back!
As an Enrolled Agent, Nicole can also represent her clients before the IRS. When not crunching numbers and deciphering IRS letters, she enjoys spending time with her husband, son, and dog. She is an avid reader of most anything fiction, and enjoys a good meal with good friends. |
josh bousuet
Josh has been with the company since 2014. He specializes in much of the behind-the-scenes work, with a passion for ensuring that our clients will have quick answers to any questions they have. He came to the team after spending almost 15 years in sports journalism.
One of the things Josh enjoyed most about that transition was an increased feeling of autonomy over his work instead of serving a large corporation. He carries that feeling into helping small business owners and entrepreneurs capture the same sense of freedom. Outside of work, he is married with two kids and can often be found with a book, paddle or walking stick in his hand |
danielle civitella
Danielle joined the company in 2020 and specializes in marketing and administrative support. With a background in finance, communication and management she's always happy to jump in and get the job done.
Most days Danielle can be found with her husband cheering for her two sons from the sidelines of the football field, basketball court or track. |
lisa mata, Ea
Lisa has been an Enrolled Agent since 2018 and joined the company in 2023. She has always loved numbers and all topics in finance and business. She is often found researching tax issues and enjoys working with small business owners and landlords.
When she’s not working, Lisa likes to travel with her husband and spend time with her grandkids. She also known for making a great loaf of bread. |