Karen Gallegos Lee is a Certified Bookkeeper through the American Institute of Professional Bookkeepers (AIPB) and holds a degree in Financial Accounting. With over 18 years of experience in tax preparation and small business accounting, she brings extensive knowledge and dedication to every client she serves. As an Enrolled Agent, Karen is federally authorized to represent taxpayers before the IRS in matters including collections, audits, and appeals. She is committed to providing reliable, accurate, and personalized tax and accounting services to both individuals and business owners. Outside of work, Karen enjoys spending quality time with her son Christian and her family, and she has a passion for traveling.

 

       Cathy Sommars has over 8 years of experience in bookkeeping and tax preparation, bringing a well-rounded background in a variety of accounting services. As an Enrolled Agent, Cathy is federally authorized to represent taxpayers before the IRS in matters including collections, audits, and appeals. She obtained her EA license in 2024 and is committed to providing accurate and reliable tax support to both individuals and business owners. Outside of work, Cathy enjoys dancing, traveling, and going for hikes.

 

Our Team: Our office is made up of experienced bookkeepers and tax preparers dedicated to supporting every aspect of your accounting needs. Each team member brings their own area of expertise, allowing us to deliver accurate, efficient, and personalized service to both individuals and businesses. Whether you need help with bookkeeping, tax preparation, or ongoing financial support, our team is here to help you stay organized and confident year-round.