Walter Schultz, CPA, CGMA -  Principal 

Walt is a Certified Public Accountant, Chartered Global Management Accountant, and Principal of our firm.  An accounting and business administration graduate of the University of Oregon, he is licensed by the Washington, Oregon and Idaho Boards of Accountancy.  Walt was born and raised in the Pacific Northwest and spent over 30 years here working with small to medium sized businesses and individuals on tax, accounting and financial matters.  Walt's accounting career spans both public accounting and private industry, providing a wide range of exposure to both sides of the relationship between clients and service providers; giving him a unique perspective to assist our valued clients.  Walt's private accounting experience has included extensive time in  industries such as software development, restaurant and food service, franchising, manufacturing, construction and aviation.  Walt is an expert at business organization, start-ups, business acquisitions and both strategic and tax planning for business and individuals. Walt has been married to Kathy for over 38 years.  Walt is a pilot who for many years served as a volunteer Mission Command Pilot and board member to Flights For Life.  As an active outdoor family Walt and Kathy enjoy boating in our local Puget Sound area waters, as well as hunting, fishing and travel.  Walt is a member of the American Institute of CPAs, and the Washington and Arizona Society of CPA's.

Deborah D' Angelo, CPA, CGMA

Deborah is a Certifed Public Accountant, Chartered Global Management Accountant and long-time Kitsap resident.  She spent the majority of her childhood in Virginia, graduated from George Mason University in Fairfax, Virginia and is licensed by the Virginia  and Washington State Boards of Accountancy.  Deb has over 37 years of accounting and tax experience, and her career has spanned both public accounting and private industry.  Deb's private industry experience includes working for a large aerospace corporation's tax department and heading both the accounting and human resource's departments at a digital graphics conversion company.  Deb and Fabio have been married for 33 years and have 3 children and two grandchildren.  They enjoy life on the lake, crabbing and scuba diving.  Deb is a member of the American Institute of CPAs.

Dianne Nortier - Staff Accountant

Dianne is a staff accountant working with both accounting and tax clients. She holds a M.S. in Accounting and Financial Management with experience in small business accounting, multi-state excise tax as well as federal tax preparation for individuals as well as businesses. Dianne is originally from Alabama but has spent the last 26 years as a Navy spouse. She has lived all over the world experiencing all that Navy life has to offer. Dianne enjoys reading, cooking, traveling, and camping. Dianne and her husband, Mike, have 2 kids and are enjoying a new home in Poulsbo.

Lissa Watters, CPA

Lissa is a Certified Public Accountant with over 8 years of tax experience. Lissa grew up in Oregon and is a graduate of Dartmouth College. She worked for six years in Boston as a financial services accountant and then went back to college to complete a two year zoology course. She then spent 12 years overseas living in Scotland, Chile and Spain, mainly as a stay at home mom raising her daughter Megan. She returned to the USA in 2008 and spent three years in California where she worked as a zookeeper while completing her MBA. Lissa’s interests include animals and she enjoys outdoor activities including horses, skiing, hiking and travel.

Rachel Brandt, EA

Rachel is an Enrolled Agent registered to practice before the Internal Revenue Service.  She has 14 years of tax preparation experience and has worked seasonally for Schultz & Associates during tax preparation season for the last four years.  Rachel and her husband Bill operate a consulting business providing forensic economics and expert witness services, which is the focus of her attention when not assisting us with tax work.  Rachel has been a Kitsap County resident since 1962 and has a unique perspective on the area's growth.  Her hobbies include backpacking, travel, skiing and 2 grandchildren.

M. Jefte' Munoz (Jeff) - Staff Accountant

Jeff is a staff accountant working in Client accounting and tax and is pursuing his CPA Certificate.  He holds a BS degree in Accounting from Brigham Young University-Idaho.  Jeff was born and raised in Ciudad Victoria, Tamaulipas, Mexico. At the age of 5 he and his familiy moved to Austin, Texas where he attended grade school and learned English.   Jeff graduated highschool with an Associates in Accounting and then moved to Portugal for 2 years where he learned to speak Portuguese, served people and obtained professional experience as a Financial Assistant. After 2 years in Portugal he returned to the US and persued his accounting degree at BYU.  Jeff speaks fluent Spanish and Portuguese.  Jeff and his wife Julissa Garcia are at home in Poulsbo where they enjoy excercising, outdoor activities and spending time together.

Penny Helfrick - Administrative Manager

Penny is our Administrative Manager, and oversees office administrative workflow, processing, scheduling, timekeeping and billing.  After studying Theatre Arts, Music and English, Penny gained 20 plus years of retail and office experience and spent 13 years teaching.  A 25 year Kitsap resident, Penny is married and has two daughters.  Penny's family enjoys travel, camping, kayaking and family outings, including watching daughter Katy dance.  Penny's greatest joy is helping her children achieve their goals.