With a love for numbers and a knack for making tricky tax issues easy to understand, Melissa Jeffrey is here to help you through the tax process. She brings nearly 20 years of experience in Wealth Management and tax preparation, working with both individuals and businesses to ensure they get the most out of their tax returns. Born and raised in Oregon, Melissa believes in creating strong, lasting relationships with her clients by giving them advice and support that fits their personal needs.
Married with three children and two grandchildren, Melissa enjoys spending time with her family, relaxing at her beach home (a dream 25 years in the making), and hunting for hidden treasures while thrifting. When she’s not with family, you’ll find her playing with her favorite four-legged friend, Opal. Melissa is excited to be your go-to person for all things tax-related, making the process as easy and stress-free as possible.
Founded on the principle that every small business owner deserves efficient accounting solutions, We are dedicated to saving time, minimizing taxes, and simplifying life.
