Dennis started the firm in 1988 after 14 years' experience in public and private accounting. Dennis Grimes, E.A., A.T.A. He attained the designation of Enrolled Agent from the Internal Revenue Service in 1990 in order to represent taxpayers before the I.R.S. in audit and collection matters. His experience in public accounting with various C.P.A. firms and working for a non-profit organization prior to starting the firm greatly benefits our current clients. Dennis’ many years of experience in tax preparation, audits, and tax planning is a great asset to our firm. You can contact Dennis by calling our office or by email.
Mary joined our team in January 2011 as a Tax Associate and QuickBooks consultant. She had previously worked at our firm for several years during the early years. Mary's many years of experience and expertise in bookkeeping for small businesses and tax exempt organizations is a huge asset for us.
Mary is available to meet with business owners at their business location to install QuickBooks or assist in monthly posting of entries into QuickBooks. You can contact Mary by calling our office or by email.
Brian has been with our firm for over 5 years on a limited basis. He will be available evenings and all day Fridays and Saturdays during the tax season. Brian has been a government auditor for the Defense Department for several years. You may contact Brian by calling our office or email.
Chuck, who lives in Crestline, CA. joined our firm in January 2012 as a Tax Associate. After working for a national tax service for the previous three years, he comes to us with a wealth of experience in all areas of personal tax return preparation. Chuck Wells and consultation. Previous to being a tax preparer, Chuck served as Executive Pastor at a church in Crestline. His experience there greatly assists us during consultations with churches and tax exempt organizations. Chuck was one of the owners of Maranatha Insurance in San Bernardino for over 25 years and is currently licensed in life, health and long term care insurance. You can contact Chuck by calling or by email.