Ken started this accounting firm 43 years ago out of his living room. His kids, David Oase and Annette Stevens would help out in the summers by answering phones and passing out fliers. Ken always wanted to know his clients and our oldest clients still call him 'Kenny'. He worked all the way up to 86.
Lucy Acedo is the first person you will meet at our office. Whether walking in the door, or calling in, she is our front liner. Lucy is a native Tucsonan who continues to enjoy all that the Sonoran Desert have to offer. In her free time during the day Lucy can be found out of doors hiking Seven Falls or Tumamoc Hill or in doors enjoying a physical fitness class. Evenings, Lucy enjoys cutting a rug at one of Tucson’s many Latin dance venues.
David lived in Tucson when he was young before his family moved to Tennessee. He returned in 1985 to attend the University of Arizona, and Tucson has been his home ever since. He graduated from the U of A in 1989, became a CPA in 1993, and in 1997 he earned his securities license. David took control of the family business in 1992 and has expanded it alongside its clients needs - forming LLCs and corporations, as well as retirement planning. In his spare time, David likes to turn his backyard into a playground for his daughters, their friends, and his nieces and nephews. He organizes games in the swimming pool, on the Xbox, and with board games, such as Dungeons & Dragons. He also enjoys visiting family members living in Taiwan and producing videos for churches.
Chad grew up in Vail, Colorado skiing, ranching, and doing bookkeeping for his mother’s retail stores. He moved to Eugene, Oregon in 2004 to begin his college education, but was drawn to the desert and the University of Arizona when visiting his father in 2007. Chad moved to Tucson and finished his degree in Accounting at the UofA in 2010 and has been working in small to mid-sized accounting firms ever since. Chad is fascinated by taxation and helping individuals and business owners maximize profits, while legally minimizing their tax liabilities. In his free time, Chad can be found enjoying Arizona’s wilderness areas with his German Shepherds, Heidi and Klauss, taking day trips on his motorcycle, and volunteering with Rotary International, as well as the Arivaca Community Internet Cooperative. Chad is also a die-hard Arizona Wildcats Basketball fan.
Noelia was born in Tucson and grew up doing secretarial work around the office. She obtained her Bachelors in Accounting in 2017 at Tennessee’s Southern Adventist University with plans to return to Arizona afterwards. Now she works at the office as she studies on the side for her EA certification. While new to the scene, Noelia’s passion is in helping people, in this case helping people understand their taxes. During her free time, Noelia enjoys making art for friends, creating game sprites, traditional and digital drawing, and bringing art into her home life.
Legal Document Preparer, Paralegal
Katrina was born and raised in Taipei Taiwan; she came to Tucson for college and received Bachelors in Business Management at the University of Arizona. Katrina built and sold several businesses while raising her two daughters. Then in 2011, she received her Paralegal and LDP certification. At home, Katrina cares for 3 rescue dogs, gardens, and reads business books. (yes, for fun!)
Laterica was born and raised in Alabama. She obtained her Master of Science in Accounting in March 2022 at Walden University. She plans to get her EA and CPA soon. Laterica loves to go up and above when it comes to helping people. During her free time, she loves to spend time with her children and go to the beach.
We'd like to say 'thank you'
to the photographers at Pexels.com who provided these incredible desert photos