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We take great pride in the quality of our staff.  Each of us possesses unique qualities that make us a client favorite.  We are all experienced in the issues that business owners and individuals face.  We are knowledgeable about various tax and accounting issues. We keep up to date on the ever-changing tax laws by attending seminars, reading industry periodicals, and staying in touch with other professionals in our industry.  We also have a passion for satisfying our clients.  We enjoy the consultative parts of our jobs and we like making a difference!

Boulder Business Coach

Steve Trojan

Steve Trojan is a CPA, licensed in the states of Colorado and Illinois,  and has 30 years of experience dealing with small and mid-sized companies.  His experience includes organizations in size from 1 to 400 people in industries such as machine tools, consumer products, electronics, and consulting.  He focuses his time on tax planning for small business and their owners, cash flow improvements, profit improvement, business planning & forecasting, start-ups & acquisitions and general business coaching.

Mr. Trojan is a graduate of the University of Colorado Business School, is a CPA in the States of Colorado and Illinois.  Mr. Trojan was a tax and accounting counselor at the Small Business Development Center at McHenry County College where he counseled clients interested in learning about starting or expanding their business.  Previously, Mr. Trojan served as Treasurer for McHenry County PADS, and Treasurer for The Lakeside Legacy Foundation.

Steve’s Linked-In profile

Tammy Bielfeldt

Tammy works out of the Crystal Lake office and will handle tax preparation, QuickBooks consulting and troubleshooting, and client bookkeeping. Tammy is a graduate of Western Illinois University with a Bachelors of Business in Accounting and is a Certified Public Accountant in Illinois.  She has over 20 years of accounting experience in a variety of fields including large corporate accounting, public accounting for small businesses and individuals and hedge fund accounting.  She lives in Crystal Lake with her husband.  She enjoys traveling, reading, biking and spending time with her family and pets.

Crystal Lake CPA

Judy Lynn

Judy joined us in 2017 and works out of the Crystal Lake office. She handles tax preparation for businesses, individuals, and trusts. Judy is a graduate of Illinois State University with a Bachelors of Business in Accounting, has a Masters Degree in Taxation from Northern Illinois University and is a Certified Public Accountant in Illinois. Her focus is on building long-term relationships when working with small business owners and individuals to understand questions and concerns while providing efficient, informed and accurate tax preparation and planning. Her twelve years of tax experience along with skills acquired working as a financial statement auditor in a national public accounting firm provide a strong background to be able to research any tax issue and furnish clients with knowledgeable tax advice.

Judy enjoys reading, going to movies, walking her aging black Lab, and will almost always drop everything if one of her adult children stops by for a visit and a card game. She tries to find time each year to be soothed and humbled by a walk in the waves of an ocean with her husband.

Judy’s Linked-In Profile

Shannon Wakitsch

Shannon currently handles payroll duties for our client payrolls, as well as administrative assistant tasks for both offices, but works out of the Crystal Lake office. She handles a wide variety of tasks including assisting clients with tax document drop-offs and pickups, setting up and maintaining portals and other client requests. Shannon has a number of years of experience working in a support function, and most recently worked as a Military Education Benefits Specialist for a large university. Shannon is a devoted Bears, Cubs and Blackhawks fan. She likes to cook and enjoys music, sports, fishing and being out on the water.  Her goals are to run a half marathon in 2016 and a full marathon by 2018, and play a round of golf in Ireland.

Ana Cuellar

Ana is our administrative assistant for both offices, and works out of the Crystal Lake office. She handles a wide variety of tasks including assisting clients with tax document drop off, tax return pickup, keeping our offices running smoothly, and assisting clients with document requests.

Connie Wilcox

Connie works out of our Boulder office and handles client administrative tasks, QuickBooks and bookkeeping, and individual tax preparation.