OUR TEAM.
Numbers are never just numbers. They’re decisions, strategies, opportunities, and sometimes puzzles that need solving. We’re here to provide clarity, security, and momentum so you can run your business with confidence.
OUR GOALS ARE SIMPLE …
… to be responsive, approachable, and strategic.
We create an experience that feels secure, collaborative and efficient by focusing on what matters most: solving problems and delivering results that move your business forward.
EXECUTIVE LEADERSHIP
We solve the accounting, tax, and financial challenges your business faces, whether that means collaborating with your internal staff or taking the work completely off your plate.
JACOB SIZEMORE, CPA
Managing Partner/Tax Partner
Lexington & Cincinnati
BOBBY LIVESAY, CPA
Client Advisory Services Partner/Operations Partner
Lexington
AUSTIN TUCKER, CPA
Client Advisory Services Partner
Lexington & Lebanon
OUR TEAM
PARTNERS
Jacob M. Sizemore, CPA/ABV, MBA
Managing Partner/Tax Partner
Lexington & Cincinnati
Client Advisory Services Partner/Operations Partner
Lexington
Bobby Livesay, CPA
Austin Tucker, CPA
Client Advisory Services Partner
Lexington & Lebanon
DIRECTORS
Bob Livesay, CPA
Tax Director
Lexington
Scott Malof, CPA
Tax Director
Cincinnati
Steve Schnetller, CPA
Tax Director
Lexington
MANAGERS
Margaret Greenwell
CAS Payroll Manager
Lebanon
SENIOR ASSOCIATES
Dalton Berry, CPA
Tax Senior Associate
Cincinnati
Beverly Coenen, EA
Tax Senior Associate
Remote
Angie Smith, CPA
Tax Senior Associate
Lexington
Charlene Whitaker
CAS Payroll Senior Associate
Lexington
Tiffany Wright
CAS Payroll Senior Associate
Lebanon
Justin Allen, CPA
CAS Accounting Senior Associate
Lexington
Christa Corbin
CAS Accounting Senior Associate
Lexington
Alison Conn
CAS Accounting Senior Associate
Lexington
Cathy Ginter
CAS Accounting Senior Associate
Lexington
Eileen Pitts
CAS Accounting Senior Associate
Lexington
Alissa Pranica
CAS Accounting Senior Associate
Remote
Lisa Stacy
CAS Accounting Senior Associate
Lexington
ASSOCIATES
Maclain Cromwell
Tax Associate
Lexington
Jacob Koehler
Tax Associate
Lexington
Mariah Dennison
CAS Payroll Associate
Lebanon
Sandy Beck
Operations Associate
Lexington
Suzanna Duncan
Operations Associate
Lexington
Jenny Maggard
Operations Associate
Lexington
Operations Associate
Lexington
Aimee Settles
CONTROLLER
Jennifer Hagerman, CPA
Controller
Lexington
THE PRINCIPLES THAT GUIDE US
01.
EXPERTISE THAT RUNS DEEP
We combine technical knowledge with practical solutions so you can act with confidence.
02.
CLEAR, JARGON-FREE COMMUNICATION
Complex concepts streamlined and simplified so you always know where you stand.
03.
INITIATIVE THAT KEEPS YOU AHEAD
We anticipate challenges and opportunities before they become problems.
04.
RELIABILITY YOU CAN COUNT ON
Consistent, accurate, and thorough in everything we do.
05.
RESPONSIVENESS WHEN IT MATTERS
Quick to act, always available when you need answers.
06.
PARTNERSHIP IN YOUR GROWTH
Your success is our priority; we align with your goals at every turn.
07.
CONCIERGE-LEVEL SERVICE
Tailored, proactive, and focused on making your experience seamless.
08.
STRATEGIC FORESIGHT
Thinking beyond the numbers to help your business thrive long-term.
09.
TRUSTWORTHINESS
Transparent, honest, and accountable in all interactions.
10.
PRACTICAL PROBLEM-SOLVING
Turning complexity into actionable solutions for real-world results.
READY TO GET STARTED
Partnering with us means you feel supported, understood, and confident your accounting and taxes are in order. We solve problems, streamline complexity, and keep you moving forward.