Candis joined us in January 2025 as our Client Concierge. She is dedicated to providing an exceptional experience for our clients—from the first phone call to the final sign-off on their tax return. You’ll often hear from Candis when the team needs additional information, to schedule a meeting, or to confirm documents related to your return. When she’s not helping our team and clients stay organized, she loves to spend time with her husband & daughter, heading to camp, and sitting outside by the fire with her dog.