Owner with 33 plus years accounting experience combined with 28 plus years of estate and trust administration. Experienced in estate & trust tax matters, court accountings, the related probate code, forensic accountings and fiduciary responsibilities. Qualified as an expert witness in estate and trust matters in multiple counties. Continuing educational instructor as well as a consultant to various attorneys and other professional fiduciaries.
Member AICPA, CSCPAs, ACFE, PFAC & NGA
Jackie has been with Grimes and Company since 2013. Prior to joining the team Jackie has 20 years of experience in the monetary services industry with 6 years of prior bookkeeping and tax experience. Jackie is well versed in preparing court & probate accountings, individual and trust tax returns, bank reconcilements, payroll and labor law. Jacki's addition helps round out the services our Team can support and provide.
Tina has been with Grimes and Company since 2018. Tina has a legal background that spans over 25 years and she has worked in various fields of the legal community including estate planning, business, real estate, civil litigation as well as several years of paralegal work in the business and real estate field. Tina's ability to coordinate, track and keep the office running smoothly is key to the overall success of our Team as we serve our clients.
Katelyn is the newest addition to the team and brings her Bachelor's degree in Business Administration with an emphasis in Management to the Team. Katelyn prides herself in her ability to focus on the details of the job demands while staying organized and handling multiple tasks with the dedication and effort they deserve. Katelyn is goal oriented and has already demonstrated she is solid Team member which will add to the ability to service and assist our clients.
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