Our Mission Statement for our Clients is Simple, and it is…

• We want our clients to be aware what is going on with their finances without the stress of being blindsided on taxable events or whatever may occur;
• Making sure our clients reach their goals financially and have a tactical game plan;
• Not to be married to everyday bookkeeping and having more control so that more time can be spent on living a prosperous life.

Corporate Responsibility

• We make provisions to local communities, such as women’s & homeless’ shelters, animal rescue and care, senior housing services and the Orca network;
• We also believe in giving our staff flex hours, so that they can maintain relationships with their families and live a full, more rewarding life.

 

 

Marcelle Zanarini, EA

Founder & CEO

I am a licensed United States Treasury Enrolled Agent and a Federally Licensed Tax Practitioner. Member with American Professional Institute of Certified Bookkeepers. Member with Women in Film (WIF).