We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.
We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.
Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.
Kathryn “Katie” Jordan
Kathryn Jordan joined the staff as a Tax Professional in July, 2020. She is an accounting major at Wright State University and is preparing for the CPA exam in Spring, 2021. At the office, she prepares tax returns, assists with tax research and helps with payroll.
Kay has been serving with our clients since February of 2014. She has many areas of expertise in the office especially processing payroll, sales tax and CAT tax returns. Kay interacts with our business clients on a daily basis and is an endless resource of help for each of our staff members.
Jim is a retired CPA and a 1966 graduate of Milligan College. After graduating, Jim taught business education at Minford High School. He relocated to Middletown in 1971 and began a career in corporate accounting and payroll. Jim opened and operated his own accounting practice for 30 years and now completes tax returns for his customers from this office.
Donna has been working with our clients since October of 2013. Donna assists with all things administrative including filing, setting appointments and document handling. Donna is a willing and able member of the team who provides myriad skills in many areas of our business.
Jackie Heatherly, BS, MA
Jackie joined the team July 1, 2020. She is a retired teacher now serving as our front desk receptionist. Generally the first point of contact, Jackie greets our clients either in person or via telephone. Jackie directs our clients to the appropriate tax professional along with setting appointments, responding to emails, record keeping, and maintaining the office needs. She is also the person who guides you through picking up your taxes.
Carl “The TaxMaster” Wildow III, EA
Carl is an enrolled agent who understands the intricacies of complex returns and has been doing taxes since 2002.
An enrolled agent is an elite credential with a recognized reputation for proficiency in tax planning, individual and business tax return preparation and representation. An enrolled agent has unlimited practice rights and is listed in the IRS Online Preparer Directory.
Carl is a great resource for both clients and our staff with his extensive knowledge of taxes.
Anita L. Eisthen, CPA, CFP, CFA, MBA
Owner of Eisthen & Associates, Anita is a tax professional and investment manager who is focused on Public Accounting services such as tax preparation, consultation, planning and assurance. She conducts audits, reviews and compilations for businesses and not-for-profit organizations.
Anita has over 30 years of experience in the financial services industry and was previously employed by Arthur Andersen & Co, PNC Bank and a predecessor of J.P. Morgan Chase. Anita has served as an auditor in public accounting and as a trust officer at two major financial institutions.
Anita has assembled a team dedicated to serving our clientele. Anita enjoys working with clients to provide then with top quality service.