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. At night Lucy enjoys cutting a rug at one of Tucson’s many Latin dance venues.
David Oase 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 the company to better meet the needs his clients. Along with income tax preparation and accounting services for small businesses, David helps his clients with 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 and Dragons. He also enjoys traveling and 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.
Wally hails from the great state of Iowa originally. Wally passed the CPA exam in 1973 and then graduated from Drake Law School with a Juris Doctorate in 1977 also passing the bar exam. Wally has extensive experience in public accounting including several decades of work with Earnst and Earnst. These days, Wally is taking time to smell the roses. Outside of tax season he tries to maximize his exposure to his children and grandchildren while still finding time to work on his golf game and take the occasional cruise.
As a former small business owner with a degree in Accounting, Ivonne is able to understand the unique needs of small business owners, with over 10 years of tax preparation and accounting experience. She is also fully bi-lingual and has called Tucson home for over 40 years. She is a proud mother of University of Arizona (Go Cats!), University of Texas El Paso (Go Miners!) and Johns Hopkins Carey Business School (Go Jays!) graduates, enjoys spending her days off with family and friends.
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.
We'd like to say 'thank you'
to the photographers at Pexels.com who provided these incredible desert photos