Our Team

James W. Haas, CPA – MBA

As a business owner, Jim provides over 35 years of business experience in tax planning and investment advisory and is known for his entrepreneurial perspective. He has experience with LLC’s, farms, ranches and oil and gas companies. Jim has worked with small and major NYSE companies and has experience in audits with the Big 4 national firms.

 

Mary Ann Coffey

Mary Ann offers over 24 years’ experience as a tax professional and bookkeeper. This experience includes individual and business tax preparation. Proficiency in QuickBooks, payroll services and bookkeeping. Mary Ann is known for her excellent customer service and responsiveness.