Behind the Numbers: Our Team, Our Commitment
We are a team of dedicated tax and accounting experts committed to helping businesses and individuals navigate complex financial landscapes.
With deep industry knowledge and a client-focused approach, we provide strategic tax planning, accounting solutions, and financial guidance to maximize efficiency and compliance.
Our goal is to simplify the process, empower our clients, and drive long-term success.
Tax & Accounting Advisor
C. Kent Murdick is a highly experienced Tax Manager with over 30 years in corporate, partnership, and individual tax management. Skilled in overseeing complex multistate filings and audits, he brings valuable expertise in identifying client tax savings and ensuring compliance. Known for his strong client relationships and leadership, Kent is a dedicated advisor on our team. In his free time, Kent enjoys playing chess, coaching youth sports, and traveling with his family.
Tax & Accounting Advisor
Claire brings over a decade of experience in tax strategy, financial planning, and compliance. She is dedicated to guiding clients through complex financial challenges with tailored, forward-looking strategies that drive impactful results. Claire’s deep knowledge of tax regulations, coupled with her skill in optimizing financial processes, allows her to develop effective solutions that enable business owners to focus on their core passions while she handles the financial intricacies. Her extensive background includes working with diverse industries, managing everything from routine filings to complex audits, which has honed her ability to identify opportunities for savings and growth. Beyond her professional role, Claire is a devoted parent, fitness enthusiast, and avid gamer, bringing balance and energy to every aspect of her life.
Tax & Accounting Advisor
Sara is an accomplished Tax & Accounting Advisor with a keen focus on optimizing financial strategies and ensuring compliance excellence. With over a decade of experience in tax planning and reporting, she excels at streamlining processes, ensuring accuracy, and helping clients achieve their financial objectives. Sara’s proactive approach and dedication to fostering transparent client relationships make her an invaluable asset to our team. Outside of work, she’s an avid reader and enjoys staying active through hiking and exploring new destinations.
Tax & Accounting Advisor
Jeremy is a dedicated Tax & Accounting Advisor and Certified Public Accountant with a strong record of delivering high-quality financial services across a diverse client base. With extensive experience managing over 35 companies across 10 states, he specializes in comprehensive tax planning, monthly accounting, payroll, compliance, and budgeting. Jeremy is known for his ability to streamline operations, foster client trust through clear communication, and implement efficient accounting processes. His commitment to excellence and proactive approach make him an essential part of our advisory team. Outside of work, Jeremy enjoys expanding his skill set and is passionate about continuous learning and innovation in the financial space.
Business Development Executive (SMB)
Eric is dedicated to driving growth through targeted strategies and client-focused solutions. With a keen understanding of the tax and accounting landscape, he excels at building meaningful client relationships and creating impactful marketing campaigns that highlight our firm’s value. A devoted family man and loving father, Eric brings his commitment to family values into his work, fostering trust and genuine connection with both clients and team members. Outside of work, he stays active and engaged, infusing his enthusiasm and creativity into every project to help clients and our team thrive in an evolving market.
Client Success Associate
Pearl brings extensive experience in research and accounting, making her a valuable asset in fostering strong client relationships and ensuring the highest quality of service. Known for her dedication and collaborative approach, Pearl works closely with our team to consistently deliver excellence. Guided by her belief that “anything can be learned with the will to succeed,” she approaches each challenge with resilience and enthusiasm. Outside of work, Pearl is a passionate animal lover with five four-legged companions and a love for new adventures.
Serving clients across the nation based in Chicago, IL