Director of Individual Services

Amanda joined the firm full-time in 2020 and is the Director of Individual Services. She earned her Bachelor’s degree from Brigham Young University in 2005 and previously worked as an Office Manager and Assistant Advisor, where she developed exceptional organizational, operational, and client service skills. She is also a Certified QuickBooks Online ProAdvisor.

In her current role, Amanda oversees our individual tax services, working closely with clients to ensure their returns are prepared accurately, efficiently, and with careful attention to detail. She is a trusted resource for clients with questions throughout the year, helping them navigate tax matters with clarity and confidence. Her ability to manage processes, maintain organization, and keep deadlines on track ensures a smooth experience for both clients and our team.

As one of our go-to QuickBooks ProAdvisors, Amanda also assists individuals who need support with their accounting systems, providing setup guidance, troubleshooting, and ongoing assistance when needed.

Amanda is known for her reliability, thoroughness, and genuine commitment to client care. She takes pride in creating a positive, well-organized experience for every individual she serves.

Outside of the office, Amanda enjoys spending time with her husband of 17 years, their two children, and their dog. She loves traveling, exploring the outdoors, cooking, gardening, and reading a good book.

Accreditations

• Certified QuickBooks Online ProAdvisor