About Us

Shelley Hoene

Shelley has over 20 years in small business accounting with an emphasis in tax preparation for the last twelve years. In addition, she spent five years as an auditor in the banking industry. Shelley earned a Bachelor of Science in Business Administration with an Accounting major.  Shelly is an Enrolled Agent (EA) with the IRS.

Shelley Hoene






We are also member of the American Association of Daily Money Managers. AADMM is a national membership organization representing individuals and businesses in the growing profession of daily money management. These professionals provide personal financial/bookkeeping services to senior citizens, the disabled, busy professionals and others.