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Administrative Staff

Nancy C. Carter
Office & Billing Manager
Email Nancy
303-449-3060 ext. 105
Direct 303-951-6016
Fax 303-951-6017

Nancy grew up in a large household in Pennsylvania where she felt compelled to organize her father's offices and mother's cupboards. Her own five children were raised in New Hampshire and South Carolina but one by one made their way to Boulder, so she followed suit in 2013 when the first grandchild arrived. She has a BS in Nutrition/Food Service and extensive experience in small business ownership and restaurant/hospitality administration, leading up to accounting services. Nancy is still a health and nature nut and is passionate about family, food, fitness and the environment.

Mary Payne
Administrative Assistant, Front Desk
Email Mary
303-449-3060 ext. 0 or 100
Direct 303-951-6042
Fax (303)951-6043

Originally from Kent, England, Mary has worked for our firm for over 20 years. She enjoys interacting with our many clients and making them feel comfortable when they come in to see the "Tax Man." Being a long-term employee, she has seen many changes and adapts well to the new staff and technology. Mary enjoys traveling, cooking, shopping with her two shopaholic daughters, spending time with her two grandchildren, reading, dabbling in a little poetry writing, and keeping fit at the local Rec Center.

Katie Clements
Administrative Assistant, Legal and Billing
Email Katie
303-449-3060 ext. 133
Direct 303-951-6020
Fax 303-951-6021

Katie began working at the firm in 2013. She helps set up entities and maintain business compliance, prepares and files various non-tax forms, and assists with legal tasks, client billing and administrative tasks. She graduated from the University of Colorado in 2012, and lives in Littleton with her husband and daughter. In her free time, she likes to hike and camp, bake, read, and spend time with her family.


Rebekah Garrett
Administrative Assistant, Processing
Email Rebekah
303-449-3060 ext. 124
Direct 303-951-6026
Fax (303)951-6027

Rebekah joined our firm in 2018, bringing 7 years of previous experience as a tax processor. She had lived in Northeastern Oklahoma for 27 years, split between Muskogee and Tulsa, and graduated with a bachelor’s degree in International Business from Northeastern State University in Tahlequah, OK - home of the Cherokee Nation and end of the Trail of Tears. In 2018, Rebekah embarked on a new journey by getting married and moving from Tulsa to Longmont, CO. In her free time, she enjoys exploring her new home state, crafting, and spending time with her husband and pets.

Justin Haan
Client Administration Coordinator
Email Justin
303-449-3060 ext. 134
Direct 303-951-6044
Fax 303-951-6045

Justin began working at the firm in 2012 after having spent years at a local call center. He maintains the file storage and retention (hard copy and electronic), copy machines, mailing, office supplies and equipment, all the while making sure the tax managers have everything they need. In his free time, he enjoys playing with his dog, playing video games, motorcycle rides and recreational target shooting.

Nataliya Isupova
Administrative Assistant, Processing
Email Nataliya

303-449-3060 ext. 117
Direct 303-951-6036
Fax 303-951-6037

Nataliya joined the firm in 2014 on a seasonal basis and became full-time in 2018, helping out with document management at first and now working in the Assembly/Processing Department. She is a native of Russia and has a bachelor's degree in Linguistics from Ural State University. She also lived in London for several years before moving to Colorado in 2010. In her free time, Nataliya enjoys yoga, hiking and snowboarding.