Bev Stitely, EA, - Managing Partner
As Managing Partner and an Owner since 2008, Bev Stitely is committed to ensuring a positive business experience. She sets the standard for tax expertise since starting in the industry in 1991. She enjoys sharing her passion with her staff, as well as various business and community organizations that have requested her as a public speaker for various tax related topics.
Proactive tax planning is an option available exclusively by Bev for the purpose of helping clients find significant savings before the tax deadline approaches. Clients that have implemented Bev's tax planning strategies have saved tens of thousand of tax dollars, legally!
Bev's interest in technology has helped keep Saunders Tax & Accounting progressing with the rate of technological advances. Virtual appointments, online document signing and bill paying as well as secure client portals for document retrieval are just a few technological components added for client convenience.
Bev is an active member of the National Association of Tax Professionals, is recognized as a Tax Master, and is also an Enrolled Agent since 1997. (An Enrolled Agent is an individual licensed by the IRS after passing a difficult multi-day examination and rigorous background check thereby demonstrating technical competence in the area of taxation.)
Bev has been recognized as a Nominee for the Nation's 2014 Tax Coach of the Year award as well as Amazon.com's 2014 Bestseller for her book "Why Didn't My CPA Tell Me That?"
She oversees the training of her staff by developing and teaching basic and advanced tax training courses. Additionally, she has written several training class curriculums for national training forums.
Bev loves spending time with her husband, their two sons and their wives. She especially enjoys spoiling her grandchildren.
Kathy Fahr, EA - Manager, Accounting & Payroll Services
Having joined Saunders Tax Accounting in 2005, Kathy has become a vital leader in the growth of the firm's accounting operations. From small to mid-sized companies, Kathy oversees the department which alleviates business owners' stress by handling their payroll, quarterly taxes and all accounting related tasks. Our business clients can focus on growing their business instead of daunting accounting procedures.
Additionally, Kathy's tax base consists of tax preparation experience since 1999 as well as the IRS designation of Enrolled Agent. (An Enrolled Agent is an individual who is licensed by the federal government after passing a difficult multi-day examination and rigorous background check thereby demonstrating technical competence in the area of taxation. To maintain this designation, she is required to take 72 hours of continuing education, which aids in keeping her abreast of the continually changing field of tax law.)
Tonja Haupt, EA - Manager, Tax Return Services
What drives Tonja is the opportunity to help clients keep more tax dollars in their pockets and less in the hands of the IRS. Her knowledge of current tax code and how to employ those strategies allows her clients to receive the best possible return legitimately. Not the stereotypical "bean counter," Tonja's sense of humor adds a little wittiness to an otherwise solemn government mandate.
Tonja shares her passion and wealth of knowledge with all of the tax professionals that she oversees.
Nancy Saunders, EA - Tax Professional
Nancy's experience and personal rapport with her clients make her the most requested tax professional on staff. From in-home daycare providers to corporate returns and every type of client return in between, Nancy has the knowledge and resources available to assist her clients with getting the very best possible return.
1973 marked the first year that Nancy Saunders professionally prepared taxes. Eleven years later, Nancy opened the Saunders Tax Service in 1984. Today, Bev Stitely is the owner and managing partner responsible for the expanded services provided by Saunders Tax & Accounting, Inc. Nancy continues to work for the company, limiting herself exclusively to tax preparation.
Nancy has been married to her husband, John, since 1966. Together they have 3 grown children, 8 grandchildren and 2 great grandchilden.