Broker Check

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Click here to be directed to the contact information for our Administrative & Accounting Staff

 

Anthony Martiniello, CPA

Co-Founder and Partner

206-241-5033

206-243-6367

Tony is co-founder and President of Accounting & Tax Services. Tony maintains a Certified Public Accountants License (CPA) as well as various securities and insurance licenses through his affiliation with Avantax Wealth Management.  

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Jeffrey B. Vert, EA, ATA

Co-Founder and Partner

206-241-5033

206-243-6367

Jeff is co-founder and Treasurer of Accounting & Tax Services.  Jeff maintains an Enrolled Agents License (EA), as well as various securities and insurance licenses through his affiliation with Avantax Wealth Management. 

 

 

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Jonathan Vert, EA

Co-Founder and President, Maple Valley Tax Service

425-432-5450

425-432-5451

Jon is co-founder and President of Maple Valley Tax Service. Jon maintains an Enrolled Agents License (EA), as well as various securities and insurance licenses through his affiliation with Avantax Investment ServicesSM

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Kathryn E. Hartle, EA

Partner - Federal Way Office

253-941-4609

253-941-4634

Kathryn is Managing Partner of Accounting & Tax Services in our Federal Way office. Kathryn maintains an Enrolled Agents License (EA), as well as various securities licenses through her affiliation with Avantax Wealth Management. 

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Rose Nelson

Audit and Tax Compliance Manager

206-241-5033

206-243-6367

Rose is our Audit and Tax Compliance Manager.  She has over 30 years of experience serving clients in the industry. 

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Maria is one of our accountants in our Tukwila office. Maria maintains an Enrolled Agents License (EA), which allows her to practice before the Internal Revenue Service.

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Anna Racioppo

Tax Preparer/Manager

253-941-4609

253-941-4634

Anna is a tax preparer and manager in our Federal Way office.  Anna's specialties include tax preparation and expertise in QuickBooks. 

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Cheryl Bogart

Accounting Manager

206-241-5033

206-243-6367

Cheryl is our Accounting Manager.  Professionally, she has 25 years of experience with QuickBooks and is a certified QuickBooks ProAdvisor and Online Advisor.

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Daniel is one of our accountants in our Tukwila office. Daniel maintains an Enrolled Agents License (EA), which allows him to practice before the Internal Revenue Service.  

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Jennifer Richards

Accountant/Tax Preparer

425-432-5450

425-432-5451

Jennifer is one of our Accountants/Tax Preparers in our Maple Valley office.  She has over 10 years of experience serving clients in the industry. Her specialties include individual tax preparation and tax planning. 

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Joel is one of our tax accountants in our Federal Way office. Joel maintains an Enrolled Agents License (EA), as well as various securities  licenses through his affiliation with Avantax Investment ServicesSM.

 

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Mark is one of our accountants in our Tukwila office. Mark maintains an Enrolled Agents License (EA), which allows him to practice before the Internal Revenue Service.

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Traci Obermeit

Administrative Manager

206-241-5033

206-243-6367

Traci is Administrative Manager for our Tukwila office.  In addition to managing and organizing our office, she maintains various securities licenses through her affiliation with Avantax Investment ServicesSM.

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