Sally Lattimer , CPA, opened her practice in the valley in 1987. Prior to that, she worked for a local CPA firm in Ohio. Sally’s practice is focused mainly on small to medium sized family owned businesses and individual taxpayers. Sally and her firm are members of the Better Business Bureau, Scottsdale Chamber of Commerce, Arizona Society of CPA’s, and National Association of Tax Professionals.
Paulomi Patel, CPA, has been with the firm since 2013. In five short years Sally made Paulomi a partner showing the confidence that she holds in Paulomi as she works towards her retirement. Paulomi has earned her accounting degree from University of New Mexico in 1996 and passed the CPA exam in 1999. Her work experience includes revenue agent with IRS and senior accountant to controller for small to mid-size businesses. She provides consulting and accounting services for our business clients, as well as prepares both business and individual tax returns. Paulomi and her firm are members of the Better Business Bureau, Scottsdale Chamber of Commerce, National Association of Tax Professionals and Arizona Society of Certified Public Accountants.
Charla Archambault , Enrolled Agent, has been with the firm since 1989. Charla passed the enrolled agent exam in 2015. Charla handles accounting services for many of our small businesses. She also reviews and adjusts QuickBooks for those who prefer to do their own accounting. Charla also prepares both business and individual tax returns.
Vanae Morrissey, Office Manager, joined the firm in 2011. Vanae is the person you will most likely talk with when calling or visiting our office. She can help you with obtaining a copy of your tax return, scheduling an appointment and picking up or dropping off documents.
14500 N Northsight Blvd St 225
Scottsdale, AZ, 85260