Staff Profiles

Thomas R. Carlson, MST, EA
Tom is an Enrolled Agent and holds a Master’s Degree in Taxation in addition to his Bachelor’s Degree in Business Administration with an emphasis in Accounting.   With over 25 years of Tax Preparation experience, he can handle most any personal or small business tax situation that you may encounter. He has also held multiple Controller and CFO positions for companies from $1 million to $60 million in size, mostly in the Construction and Agriculture industries.

Patricia M. Carlson
Patty has over 25 years of Individual tax preparation experience. Prior to joining her husband at his firm, she worked for a national tax preparation chain for 6 years. She is an experienced and organized bookkeeper.  Patty specializes in getting small businesses organized as they grow, providing business owners with accurate financial statements for tax and reporting purposes.  She holds an Associate Degree in Business Administration.