Ted Brooks, founder, has over 35 years experience in federal and state tax codes. Mr. Brooks also has served clients as a Certified Public Accountant for 35 years and a Certified Financial Planner for 28 years. During time off, he volunteers his time for Cambridge Main Street and serves on the local hospital advisory board.

Julie Brooks, cofounder, has been helping clients with professional tax and business advice for over 21 years. In her spare time, Mrs. Brooks volunteers her time at the Baywater Animal Rescue Shelter.