About Us

Ron Ortiz | MBA, EA, CPA

After serving 5 years in the US Navy, Ron received his BS in Management of Information Systems from New York Institute of Technology and his MBA from the University of Phoenix. He is a licensed CPA in the state of Nevada and Arizona, and a federally licensed Enrolled Agent through the IRS.

When he is not completing tax returns, Ron spends his time traveling to all the corners of the world with his wife, Kelly.

Ronnie Ortiz | MBA, CPA

Ronnie received his BS in Accounting and Finance with honors from Marquette University and his MBA from the University of Notre Dame-Mendoza College of Business. He is a licensed CPA in the state of Nevada and Arizona. As a lifelong learner, Ronnie is currently pursuing an MS in Taxation from California State University, Northridge.

Outside of the office, Ronnie can be found on the golf course and cheering on his alma maters.

Kelly Ortiz

Kelly received her BA in Education with honors from Saint Joseph’s College and her MS in Education from Saint John’s University. Outside of the office, she enjoys traveling the world with her husband, Ron.

Jenna Ortiz

Jenna brings a passion for small business and customer service. As an operations associate, she manages internal firm projects covering marketing, process design and technology. Jenna is currently pursuing her BA in Media Production with a minor in Business from Indiana University’s Kelley School of Business. After graduating in May, Jenna plans to attend law school in the fall. Outside of the office, Jenna can be found catching up on her favorite shows and participating in team sports.