Meet Our Team
Our Team
Meet Our Team
Our team is committed to creating a collaborative, approachable, and professional experience for every client. With clear communication, personalized attention, and a focus on building trust, we make managing your finances straightforward and stress-free.
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Bill Tarrant
Partner Bill Tarrant is the partner that heads up the bookkeeping and tax division. Bill comes originally from municipal finance and specializes in entity setup and small business formation. As a licensed Enrolled Agent and Insurance Producer Bill specializes in small business tax planning and individual wealth management strategies. bill@apexins-llc.com -
Toni Tarrant
Partner Toni is the head of individual lines insurance and is one of our bookkeepers. Specializes in profit and loss and business tax toni@apexins-llc.com -
Julie Reed
Partner Julie Reed is one of the partners and helps to lead up the payroll and bookkeeping division. Julie also handles many of our large group insurance offerings. julie@apexins-llc.com -
Larry Reed
Partner Larry is our partner that heads up auto, home, and business. He specializes in entity formation and insurance set up. larry@apexins-llc.com -
Paul Suto
Individual & Small Business Paul is a licensed health and life producer and has been on our tax side for two years. Paul specializes in individual and small business. paul@apexins-llc.com -
Shashu Wells
Individual & Small Business Shashu comes to us with over 12 years in individual tax and small business experience. shashu@apexins-llc.com -
Mark Sommers
Business Advising / Bookkeeping / Payroll Mark Sommers is the lead at the Gladwin office. Assists in heading up tax preparation as well as business bookkeeping. Licensed agent providing business advising and bookkeeping/payroll needs. mark@apexins-llc.com -
Allyson Flick
Bookkeeping / Business Start Up Allyson specializes in Property and casualty insurance and as such is a leader in bookkeeping and business set up. allyson@apexins-llc.com -
Michael Kitchen
Individual Tax / Bookkeeping Michael comes from the small business owner side and is a recent addition to the insurance and tax world. Michael is learning to specialize in individual tax and business bookkeeping michael@apexins-llc.com
Get It Done
With Us Today
Whether it’s strategic tax planning or meticulous bookkeeping, we deliver services designed around you. Experience the difference of working with professionals who prioritize your peace of mind.
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