The people behind your tax plan, your return and your books.
Founder
Neal founded Tax Sherpa in 2020 to defend small business owners from unnecessary taxation and to strengthen their growth through smarter planning and operations. Before that, he worked on more than 50,000 tax returns.
Read Neal's story
Director of Operations
As a Southern girl, I handle the day-to-day operations at Tax Sherpa, working with Neal and our team to keep projects moving and make sure our clients are taken care of. I'm also an EA, so my day can go from managing team schedules to answering tax questions pretty quickly, and it usually does. Think of me as the butter that keeps things from getting stuck: with me around, everything keeps moving. At home, I'm a wife and mom of four, so somebody always needs something, and apparently, that's my specialty.
Senior Tax Associate
Born and raised in Annapolis, MD, I earned my BBA in Accounting from St. Edward's University in Austin, Texas. I have been practicing tax for 7 years and love it. When I'm not at work, I prefer to spend time outdoors or on the water with family.
Lead Accountant
My philosophy is that accounting should be insightful. It is easy to conceive of accounting as preparing books for tax season. Numbers tell a story, and it is my job to ensure that my clients have a complete and accurate story. I earned my M.S. in Accounting from the University of Arizona. In my free time, I gravitate toward nature, brew a luxurious cup of tea, and read a book. I speak Arabic and English.
Office Admin
I oversee the day-to-day operations of our office and make sure our administrative processes run smoothly and efficiently. I work closely with the team to coordinate schedules, manage client communications and provide timely help, so every client has a seamless, positive experience. I'm committed to organization, teamwork and great client service, and I work to keep things efficient, welcoming and supportive for both our clients and our team.
Client Relations & Marketing Coordinator
I'm the live voice beside our virtual receptionist, Sarah, answering your calls with a warm, human touch. When I'm away from my desk, Sarah seamlessly takes over, so you're never left on hold with no one to help. Outside of work, I'm happy to report that my talent for listening carries over to home life, though my family still insists they only called to say hello.
Have questions? Use the form here and one of our knowledgable staff will get back to you as soon as possible.