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Our Team


Tax Manager, CPA, EA, MTAX, aka Taxanisto

Terry is truly a tax guru. You have a tax question, 98% of the time he will have the answer. This comes from the long list of degrees and certificates that he has earned. He not only has his Masters in taxation, but also is a CPA, EA, CMA, MTAX, and is studying to gain even more accolades behind his name. He never ceases to learn, and is always wanting to grow. This is easily seen by the stacks of accounting books and tax magazines in his office! It is truly inspiring!

When he joined our team five years ago he brought unmatchable experience, a joyful spirit, and a willingness to always help. He lives with his beautiful and loving wife and dog, Coco, but his original home is California where he spent over half of his life. He enjoys going home whenever he gets the chance. He also loves to travel to other destinations with his wife as well. His next bucket list place is Tahiti.

He has found his home here at Taxanista, and loves being able to help businesses grow and convert entrepreneurs chaos to tranquility.