About Us

Your Partners in Financial Peace of Mind

At Be Tax, we believe tax planning isn't just about numbers, it's about helping you live confidently today and tomorrow.

Our Mission

Be Ahead | Be Planning | Be Prepared

Our mission is to help you stay ahead with proactive tax strategies so you can be prepared for every season of life, keep more of what you've earned, and live confidently today and tomorrow. We partner with you to explore the questions that matter: Are you integrating your tax plan with your larger financial plan? Are you using the most efficient tax strategy? Are you checking in on your financial goals throughout the year?

Our Values

What Drives Us

Proactive Planning

We don't just react to tax season we help you stay ahead with year-round strategic planning.

Client-Centered

Your financial goals are our priority. We take the time to understand your unique situation.

Excellence

We're committed to accuracy, integrity, and delivering exceptional results for every client.

Your Be Tax Team

Meet Our Experts

Our team of dedicated professionals is here to guide you through every aspect of your tax journey.

Tim Graham Jr.

VP of Tax Management

Jake Huffaker

Tax Advisor

Marc Seller

Tax Advisor

Cristee Coates

Tax Advisor

Danielle Shelton

Client Experience Associate

Andi Schwartz

Client Experience Associate

Andrea Pfeifer

Client Experience Assistant

Danielle Brown

Managing Partner

Brandon Ebert

Senior Partner

Kevin Quinley

Senior Partner

Ready to Work With Us?

Schedule a consultation and discover how our team can help you achieve financial peace of mind.