Willowtrust Accounting

Who We Are

At WillowTrust Accounting, we are a comprehensive tax and accounting firm dedicated to helping our clients achieve their long-term financial success. With a strong combination of experience and professional services, we believe that tax planning is a complex process that should be simplified for our clients. Our team of experts is committed to providing personalized service that focuses on your unique needs, wants, and long-term goals.

Our Primary Purpose

As a small business employer, we understand the importance of reliable accounting and payroll services. We offer customized bookkeeping and payroll services using top-rated accounting software, including QuickBooks desktop and online. Our goal is to save you time and money while ensuring that your business runs smoothly.

Our Expertise

Our team has years of experience in tax and financial services, with a specialization in helping medical professionals and self-employed individuals navigate the complex world of tax planning. We offer a range of services, including individual and business tax preparation, tax planning, and payroll services. Whether you're looking to grow your small business or plan for retirement, we're here to guide you every step of the way.

Meet Our Team

At WillowTrust Accounting, we're proud to have a team of experienced professionals who are dedicated to providing exceptional service to our clients. Meet our team members below:

Trisha Brumley

Co-Founder, Tax & Accounting Partner

Trisha Brumley is the co-founder and partner of accounting and tax at WillowTrust Accounting. With over ten years of industry experience in public accounting, she provides expert guidance on individual and business tax preparation, tax planning, and accounting services. Trisha is passionate about helping her clients achieve their financial goals and is committed to providing personalized service that focuses on their unique needs.

Jim Nowak, CFP, AIF, AAMS

Co-Founder, Wealth Services Partner

Jim Nowak is the co-founder and partner of WillowTrust Wealth Services. With a passion for fiduciary care and comprehensive planning, Jim is committed to helping his clients achieve their financial goals. Whether it's teaching a class, crafting an investment strategy for retirement income or navigating the latest tax strategies, Jim is dedicated to providing exceptional service to his clients.

Krystal Nowak

Director of Communications

Krystal Nowak is the Director of Communications at WillowTrust Wealth Services. With a deep understanding of the importance of providing relevant and important information to our clients, Krystal recognizes the benefit in creating an atmosphere where clients can thrive and achieve their financial goals.

Why Choose Us

At WillowTrust Accounting, we're committed to providing exceptional service that focuses on your unique needs, wants, and long-term goals. Our team of experts is dedicated to helping you achieve your financial success, whether it's growing your small business, planning for retirement, or navigating the complex world of tax planning. Contact us today to learn more about how we can help you achieve your financial goals.