Tom Bridgman, EA
co-founder
A wizard of many things, Tom has been a practicing tax professional since 2003. He is an Enrolled Agent and works in Dutchess County NY. Detail-oriented and with a great sense of humor, Tom helps clients their individual tax returns as well as small corporation, non-profit, trust and estate returns as well as tax representation and problem resolution.
Kristin Delfau, EA
co-founder
Kristin has been in practice since 2004 and, like Tom, is an Enrolled Agent. She enjoys working with clients on tax returns as well as assisting with their year-round planning. She specializes in individual taxes, life insurance and long term care planning.
Lauren Saunders, CPA
co-founder
After an initial career as a model, Lauren received her MBA in 1997 and obtained her CPA soon after. Lauren started her own practice in 2008, specializing in small business and individual tax planning and tax return preparation, with an emphasis on clients in the entertainment industry. Lauren loves the beach, her Jack Russell terrier Sophie and her husband of 25 years (not necessarily in that order).