Meet our dedicated team of professionals providing outstanding service to our clients.
After graduating from Eastern Washington University with a degree in Accounting and working in the industry for 7 years, Bruce founded the Company in 1972. The success of the Company is a tribute to Bruce's passion for income tax preparation, income tax planning, and client service. He truly enjoys the challenge of legally minimizing income tax liability for individuals and small businesses in the community.
When he is not doing tax returns Bruce enjoys playing tennis, driving his Kubota tractor, and spending time with his wife Vicki, his 5 children, and his 11 grandchildren.
Andy returned to Walla Walla in 2010 to join his step-dad's (Bruce) practice after working in public accounting for eight years with KPMG in Seattle, WA and Zurich, Switzerland. Andy earned his bachelor's degree in Economics/Accounting and MIS from Western Washington University. He is a Certified Public Accountant and an Enrolled Agent.
Andy enjoys spending time with his two children, playing tennis and traveling the world (35 countries to date).
Sharon joined our team in January 2015 with more than three decades of accounting, purchasing and management experience. She does individual and business tax preparation and assists with financial statement preparation.She is a Pacific Northwest native from Seattle.
Sharon spends her down time with her husband, horses and dog and volunteers with multiple local non-profits.
Sonja joined our team in May, 2016. She assists with client services, tax preparation, payroll, and bookkeeping. Sonja is a licensed property, casualty, life, and disability insurance agent in the State of Washington. She is also experienced in the areas of financial planning and estate management. Sonja was an insurance agent for State Farm for 10 years, and a State Farm Bank representative for eight years. Sonja earned a Bachelor’s in Business Administration with a Concentration in Accounting, graduating in June 2015.
Sonja served on the board of directors for the Children’s Museum of Walla Walla from 2009 to 2012, and as treasurer for the board from 2011 to 2012. She has also volunteered for Blue Mountain Humane Society, Berney Elementary, Christian Aid Center, Eastern Washington Spectrum Disorder Association, and the YWCA. In her free time, Sonja enjoys traveling with her husband and two sons, as well as running, swimming, bicycling, golf, skiing, photography, and playing the piano.