James Whitaker, CPA
Founder & Managing PartnerFounded Northvale after a decade in audit. Leads client strategy and still keeps a handful of clients of his own.
The people behindyour numbers.
CPAs, enrolled agents and bookkeepers who work as one team — and who actually answer the phone.
40specialists
6 yrsaverage tenure
Meet the team.
Ellen Hartley, CPA
Partner, TaxTwenty-two years in tax. Specializes in S corps, real estate investors and multi-state filings.
Marcus Reid
Partner, AdvisoryFormer CFO of two venture-backed companies. Runs our fractional CFO practice.
Sofia Ramirez
Head of BookkeepingLeads a team of fourteen bookkeepers and owns our 5-day month-end close.
Owen Gallagher, EA
Senior Tax AdvisorEnrolled agent focused on tax planning, amended returns and IRS notices.
Nathan Brooks
Payroll ManagerRuns payroll for 2,000+ employees across our clients, in every state they hire.
A firm people stay at.
Our average team member has been here six years. We hire experienced people, give them fewer clients and the time to do the work properly.
- Four-day weeks every summer
- Paid CPA exam fees and CPE
- Remote-friendly, with three office hubs
- No billable-hour targets
Open roles.
Don’t see a fit? Send your CV anyway — we hire for people, then find the role.
