Owner

Income Tax Preparer, Bookkeeper, Notary Public

Terri, a passionate and dedicated tax preparer and business owner, embarked on her entrepreneurial journey in 1986, when she founded her own Income tax & Bookkeeping business. As a licensed Pennsylvania Notary Public and a Certified Income Tax Preparer, Terri’s dedication to her craft and her clients is unwavering. With over three decades of experience in the financial industry, Terri has honed her expertise and built a reputation for excellence in serving her clients.  Terri’s roots run deep in Union City, where she has been a lifelong resident. When she’s not meticulously crunching numbers or leading community initiatives, you’ll likely find her on the golf course with her husband. An avid golfer, Terri enjoys the serenity of the green, where her precision and attention to detail shine through in her game. She’s a loving grandmother to two wonderful grandchildren and shares her life’s journey with her husband, Dale. Together, they’ve built a life filled with love, laughter, and shared dreams.

Co-Owner

Income Tax Preparer, Bookkeeper, Notary Public, Graphic Designer, Social Media Marketer

Morgan, who is recently married, is a dedicated and accomplished individual, known not only as a loving mother to her children, Tyler, Victoria, Kensi, and Peyton, but also for her active involvement in her community and her successful career. Morgan works full-time as an Income Tax Consultant and is enrolled full-time pursuing her accounting degree. Morgan is also the Co-Owner of Kelly Design and has partnered with us to bring Social Media Marketing expertise and logo/ad design for your business.  When she’s not immersed in her community and career, Morgan finds joy in her leisurely pursuits. She has a deep love for bowling, often spending her free time at the lanes, and she embraces her adventurous side through her love of travel, exploring new destinations. Morgan thrives on balancing her roles as a mother, community advocate, and professional, all while enjoying life’s simple pleasures and exciting adventures.

Office Manager

Bookkeeper, Website Designer

Jason is a dedicated bookkeeper, receipt organizer and scheduler, known for his keen eye for detail and exceptional organizational skills. With years of experience managing finances, tracking receipts and ensuring schedules run smoothly, he helps individuals and businesses stay on top of their financial and administrative tasks.  Jason is also the co-owner of Kelly Design and has partnered with us to bring the newest services we are proud to offer our clients:  Website Design & Maintenance as well as Social Media marketing/maintenance. Jason has a talent for designing and maintaining website, helping business create an online presence that’s both functional and visually appealing. Outside of work, Jason is a passionate Ohio State fan, often found cheering on his team during game days. He is also a proud dad and husband, cherishing time spent with his family and creating lasting memories. His commitment to both his work and his loved ones reflects his strong sense of responsibility and care.