Meet Our Staff:
Peter Azzarello is a 1987 Graduate of the University of Wisconsin - Milwaukee. He became a Certified Public Accountant in 1991 and is a member of the National Society of Accountants. Prior to starting his firm in 1990, he worked briefly in public accounting and state government. Peter’s practice focuses primarily on three areas: 1) providing individuals with tax preparation and planning services; 2) comprehensive business management services to the bar and restaurant industry; and 3) providing estate and trust accounting and tax services to law firms.
"We're big enough to serve you, small enough to know you."
414-744-6787 ext. 14
Chris earned her MBA in Finance from DePaul University and a Bachelor of Science in Business Management from Northern Illinois University. In addition to financial experience as an analyst and auditor, she brings management experience in administrative services, marketing and operations.
She manages many aspects within the organization such as bookkeeping and billing, technology and data management, and staff and organizational development.
414-744-6787 ext. 12
Samantha graduated from Cardinal Stritch University in 2018 with majors in Accounting, English, Mathematics, and Writing. Through her schooling, she has been able to see aspects of accounting from various angles, including taking a few courses in Tax Accounting. She has added to her professional work skills by taking classes in business management, data analysis, and professional writing. In addition to her schooling, Samantha has worked at the South Milwaukee Ace Hardware store for 8½ years, where she developed her customer service skills.
Working at the front desk, Samantha greets clients, answers phones, and schedule appointments. She performs all administrative duties for the tax preparation process including sorting documents, preparing client presentation folders, and following up with clients.
414-744-6787 ext. 10
Jean’s diverse background includes Small Business Owner, Office Administrator and Medical Billing Specialist. Through her various positions, she has mastered the art of professionalism. She has a strong attention to detail, high accuracy, and excels in customer service.
While at the front desk, Jean greets clients, answers phones and maintains the appointment calendar. Jean performs all administrative duties for the tax preparation and completion process.
“Happiness is a by-product of an effort to make someone else happy”.