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ABOUT US
Practice & Experience
Our team of advisors brings decades of collective industry experience, offering strategic, solutions-driven guidance tailored to each client’s unique needs. With a deep understanding of middle-market businesses, start-ups, and family-owned companies, they combine analytical expertise with a personal, hands-on approach. Committed to uncovering opportunities, strengthening operations, and supporting sustainable growth, our advisors work as true partners—dedicated to helping you make informed decisions and achieve long-term success.
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Goodall W McCullough, EA
Principal

Kate Forrester, CPA
Principal

Joseph Abbott
Senior Tax Associate
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Nancy O'Rourke
Office Manager
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Sadie Kolahi
Tax Associate
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