Shawn Nelson
Accountant
Executive Assistant
Alissa Gaona
The people who get you set up and stay in touch — onboarding, documents, scheduling and day-to-day messages.
The role
Alissa coordinates scheduling, client communication and the administrative side of every engagement.
Focus areas
- Scheduling
- Client communication
Onboarding & Communication
Who else you might work with
Krishika
Client Onboarding Specialist
Let’s find out what you should actually be paying.
Thirty minutes with an Enrolled Agent, at no charge. Bring last year’s return and we will tell you plainly what we would do differently — and what it would cost.