MEET THE TEAM
David Yates
SHAREHOLDER
(READ BIO & CREDENTIALS)
Amanda Reiter
OFFICE MANAGER
(READ BIO & CREDENTIALS)
Vanessa Sharp, QKA
RETIREMENT PLANS
(READ BIO & CREDENTIALS)
WHO YOU’LL WORK WITH — THE SAME TEAM, EVERY YEAR
Direct access to the people who know your numbers.
GARY ROTHMAN
SHAREHOLDER
More than 30 years helping individuals, business owners, and closely held businesses plan with confidence.
READ FULL BIO → Schedule →AMANDA REITER
Questions about scheduling, documents, or billing? Start with Amanda.
OR CALL 757-296-1041Contact →VANESSA SHARP, QKA
RETIREMENT PLANS
Vanessa helps clients design retirement plans tailored to their business and provides ongoing plan administration.
Contact →VANESSA SHARP, QKA
Setting up or running a retirement plan for your business? Talk with Vanessa.
OR CALL 757-296-1041Contact →
PROACTIVE PLANNING
Most firms tell you the outcome when they file. We plan it with you during the year.
BIG MOVES, PLANNED
Retirement conversions, property and business sales, and succession modeled before they happen.
NO APRIL SURPRISES
We adjust withholding, estimates, and decisions while there’s still time to act.