Meet our Missoula Team

Drawing on decades of experience in public and private accounting, James provides expertise in tax consulting, business accounting, strategic planning and business succession.

With a strong foundation in payroll, Heather ensures that clients' payroll needs are handled efficiently and accurately with timely payroll processing & filing while also being committed to supporting the firm's broader accounting functions.

Chris is an Administrative Assistant, providing essential support to ensure the office runs efficiently. With excellent organizational skills and attention to detail, Chris helps manage scheduling, client communications, and day-to-day operations, contributing to the smooth functioning of the team.

With extensive experience in financial management, tax planning, Meaghan ensures the firm's operations run smoothly while providing clients with expert accounting services.

George is a Senior Accountant and Enrolled Agent with the IRS at Whaley & Associates P.C.
As an Enrolled Agent, George is authorized to represent clients before the IRS, providing a trusted resource for navigating audits, disputes, and other tax-related issues.

With years of experience, Nick plays a key role in managing complex client accounts and providing valuable insights to drive financial success with both business and individual taxes.

Nikki is responsible for assisting the payroll processing while also managing key tasks that keep the office running smoothly. Nikki plays a vital role in supporting both clients and the team to ensure seamless operations and exceptional service.