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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.

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.


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.


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

Originally from Gloversville, New York, Toni is the youngest in a large Italian family.  She studied fashion merchandising in Boston and was a licensed cosmetologist in New York state. In 1999 she moved to Colorado with her husband and 3 children, and she worked in retail and as an Admin Assistant for a local non-profit before joining our firm in 2019. Toni's passion is oil painting, and she also enjoys traveling, movies, and spending time with her beautiful granddaughter.


Sandra Roybal
Administrative Assistant/Processing
Email Sandra
303-449-3060 ext. 124
Direct 303-951-6026
Fax (303)951-6027

Sandra is a Colorado native with over 17 years of experience in the accounting industry focusing on customer service, office administration, and demystifying tax software and returns.  She enjoys the fast pace of an accounting firm while also making sure to have fun every day and spread good cheer throughout the office.  The youngest of 4 children, Sandra likes to spend time with her family and her German Shepherd, Zeus, and she likes crafting, cooking, and Mediterranean history.