Profile

Results

We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.

Relationships

We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.

Relief

Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.

Staff Profiles

JoAnn Regan EA

JoAnn has a long history as a tax professional. She worked for several CPA firms to gain experience before starting her own practice in 1999.

She attended the University of Texas where she majored in Accounting. As an Enrolled Agent and Federally licensed tax practioner, she is constantly focused on the ever-changing laws and ways to save her clients money on their taxes and continues her education regularly with classes to enhance her knowledge.

She is heavily involved in volunteer activities supporting Veterans and enjoys traveling and spending time with family and friends.


Althea Lott

Althea is a Tax Accountant who joined our team in 2017. She has worked as a tax preparer for four years, with one year as a volunteer preparer for VITA.

Althea holds a Bachelor of Science in Accountancy and a Master of Science in Forensic Accounting and Fraud Examination.

She loves family, animals and traveling.