JASON BILLINGSLEY CFA
Principal Tax Accountant
and Investment Manager
Jason is the owner of the firm and has Accounting, Finance and Investment qualifications as well as being an Enrolled Agent. Jason is personally involved with all tax preparation and planning strategies and works directly with many of our clients.
MINESH AMIN EA
Senior Tax Accountant
Minesh is originally from Florida and earned a Master’s degree in Economics from Florida State University. He has extensive experience with real estate transactions and business operations. Minesh can help optimize your entity structure or personal tax situation to minimize your tax liability as well as prepare your taxes.
Julie received her Bachelor's degree from CU Boulder in Biology and went on to pursue a Master's degree in Medical Anthropology. Starting in 2008 she began working in the accounting field, specializing in bookkeeping, payroll, and individual, partnership, and S-Corp tax preparation. She is currently completing the exams to become an enrolled agent. In addition to preparing taxes Julie helps keep our tax process running smoothly. You may hear from her during the process if we need additional information about your situation or you may meet her at a drop off, pickup or review appointment.
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