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About

Meet Michael Oliver

“Michael Oliver’s unique blend of leadership experience, strategic insight, and dedication to continuous learning make him an asset in any advisory role, whether guiding businesses or mentoring tax strategies.”

Michael Oliver, a 26-year Army veteran, has more than 12 years’ experience as a CEO and extensive skills in leadership, strategic planning, organizational analysis, and coaching. His resume of certifications includes an MS in Administration, a Graduate Certificate in Information Resource Management, certifications in Financial Accounting and Financial Management from Harvard Business School and Cornell University, as well as certifications in C-Suite and international coaching. He is a member of Main Street Tax Pros and the National Association of Tax Preparers. Michael’s business skills and tax knowledge are further enhanced by his years working as a consultant in the United Arab Emirates where he gained first-hand experience with international tax issues for individuals and small businesses. His unique blend of leadership experience, strategic insight, and dedication to continuous learning make him an asset in any advisory role, whether guiding businesses or mentoring tax strategies. Beyond his professional endeavors, Michael is passionate about lawn care and gardening. He also enjoys traveling, exploring new places, and experiencing diverse cultures. Michael shares his life with his domestic partner, Danna Owen, and their beloved Labradoodle, Murphy.

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Meet Danna Owen,MSCTA

“Danna Owen's blend of certifications, extensive business experience, and personal passions make her a well-rounded and insightful professional, capable of delivering exceptional results in any endeavor she undertakes.”

Danna Owen is a highly skilled professional with a robust portfolio of certifications, including an MS in Restorative Practices (conflict resolution), Digital Bookkeeper Association, QBO ProAdvisor, DISC & Motivators Train-the-Trainer certification, and CORE Communication Facilitator. Her extensive expertise spans over 25 years in real estate acquisition and asset management, both within and outside of trusts. Her proficiency includes lease negotiation, remodels and new construction, private and retail mortgage lending, and HOA board management for large projects.

Danna Owen business acumen is further demonstrated through her experience as a construction equipment rental and sales business owner, as well as her role in office management and business development for a dental practice. These diverse experiences have equipped her with a comprehensive understanding of various industries and the ability to adapt and excel in different business environments.

Passionate about gardening, fishing, and travel, She finds joy in nurturing plants, spending time outdoors, and exploring new destinations. She shares her life with her domestic partner, Michael Oliver, and their Labradoodle, Murphy. Danna Owen blend of certifications, extensive business experience, and personal passions make her a well-rounded and insightful professional, capable of delivering exceptional results in any endeavor she undertakes.

Core Values

Loyalty

We are dedicated to building lasting relationships with our clients, ensuring unwavering support and commitment to their success.

Integrity

We uphold the highest standards of honesty and ethics, always doing what is right for our clients and our business.

Respect

We are dedicated to treating every client with dignity and consideration, valuing their unique needs, perspectives, and goals.

Accountability

We take responsibility for our actions and commitments, delivering on our promises and being transparent in all our dealings.

Contact us now to start your journey towards a brighter financial future with a partner you can trust. Let's turn your dreams into reality together.

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