Family-owned and operated since the start, our team brings decades of combined experience in tax preparation, accounting, payroll, and client services. We are committed to providing personal, professional service to every client we serve.
Stress Relief Team 🐾
Magnus “Thor” Wewer
Chief Stress Relief Officer
Master of Rebecca
Blu Wewer
Stress Relief Specialist
Master of Tim
Willard Wewer
Stress Relief Specialist
Master of Jay
Dingo Wewer
Stress Relief Specialist
Master of Morgan
Leadership Team
Tim Wewer, EA, ABA
Founder
Founded: 2010
Jay Wewer
Practice Manager
With the firm since 2019
With 15 years leading large-scale retail operations, building high-performing teams, and serving as CFO in construction, Jay understands business from every angle. With us, that means one thing: save what can be saved, keep money where it belongs — with you.
“In the end, all that really matters is helping others.” — Sam Walton
Entity Team
Rebecca Wewer
Operations Director & Senior Entity Specialist
NYS Notary Public
With the firm since 2010
Rebecca has been helping small businesses and individuals navigate the tax landscape for over 30 years — and she still loves every minute of it. She specializes in new business setups and takes genuine pride in helping clients understand how the tax law works for them, bringing the kind of steady support that lets them focus on what they do best. Clients know what they’re getting with Rebecca: experience, care, and consistency.
“I’m a great believer in luck, and I find the harder I work the more I have of it.” — Thomas Jefferson
Andrew Ellis
Insurance & Entity Specialist
NYS Notary Public
With the firm since 2024
After 32 years navigating the complexities of insurance — risk, clients, and everything in between — Andrew made a deliberate move into tax. That experience doesn’t disappear; it makes him sharper for you. “I’ve chosen to change careers after 32 years in insurance. And that experience helps me help you.”
“The happiness of your life depends on the quality of your thoughts.” — Marcus Aurelius
Payroll & Specialty Tax Prep Team
Shelby Callaway
Payroll & Specialty Tax Team Leader
With the firm since 2020
Shelby has spent five years building the kind of client relationships where people actually look forward to the call. Detail-oriented to a fault — she’s the one who catches what everyone else misses, then explains it clearly so you understand exactly where you stand. Expect honesty, follow-through, and someone who genuinely cares.
Cassandra Beebee
Payroll & Specialty Tax Prep
With the firm since 2024
Cassandra is the one sweating the details so nothing slips through. In a field where getting it right matters, she brings the kind of precision that makes clients sleep easier at night. Challenging work suits her — she wouldn’t have it any other way.
Aubie King
Payroll & Specialty Tax Prep
With the firm since 2025
Bookkeeping Team
Christine Mothersell
Senior Bookkeeper
NYS Notary Public
With the firm since 2019
With 20 years of bookkeeping experience, Christine keeps the financial foundation of our clients’ businesses running smoothly. She specializes in QuickBooks — streamlining workflows, troubleshooting accounting issues, and making sure the numbers are always accurate and on time.
“Great things in business are never done by one person. They’re done by a team of people.” — Steve Jobs
Ashley Jonas
Bookkeeper
With the firm since 2022
Ashley has spent the past four years doing what she loves most — digging into the details. She approaches bookkeeping like a puzzle, bringing careful attention to every number and transaction to make sure things are exactly right. Ashley believes communication is at the heart of great client service, and clients can count on her to be available, responsive, and genuinely helpful whenever questions come up.
Tax Preparation Team
Kristyn Timmerman
Tax Preparer
With the firm since 2025
Kristyn’s favorite part of the job is staying ahead of the tax code so you don’t have to. Five years in, she still gets genuinely excited when a new law or deduction means more money back in a client’s pocket. Don’t let the quiet fool you — she’ll probably sneak in a dad joke before it’s over.
Client Services Team
Laurie Harvey
Client Services Director
With the firm since 2024
Laurie serves as the first point of contact for clients who need answers. She believes in following through — clients can count on her to see things through to the finish line, whatever it takes.
Morgan Wewer
Client Services & E-File Admin
With the firm since 2020
Eric Wewer
Client Services
With the firm since 2024
Eric joined the firm in 2024 driven by one thing: a genuine desire to help. Whether it’s a quick question or a complicated situation, he shows up with patience, focus, and the kind of care that makes clients feel like they matter — because to him, they do.
Emily MacArthur
Client Services
With the firm since 2025
Emily is approachable, easy to talk to, and genuinely glad to help. Whether you have a quick question or need someone to walk you through the details, she brings a warmth to every interaction that makes the whole process feel simple.
Amelia Terrell
Client Services
With the firm since 2026
Amelia joined the team with a straightforward mission: help people become better stewards of their finances. Fresh to the industry but clear in her purpose, she brings genuine care to every client interaction.
“Where there are flowers, there is hope.” — Lady Bird Johnson
Hanna Keesee
Client Services
With the firm since 2026
Hanna brings a warmth to every interaction that puts people immediately at ease. She’s outgoing, hard-working, and the kind of person who genuinely wants to go above and beyond — clients notice it from the first hello. Whether it’s a quick question or a complex situation, she shows up with a smile and doesn’t stop until everyone’s taken care of.
April Marsh
Client Services Representative
With the firm since 2026
Have a question for our team? Call us at (315) 661-6350 or Contact Us.