Team
Tax & Financial Solutions is a second generation family-owned business that boasts more than three decades of experience assisting clients and serving every aspect of their financial lives. Our team is known for our integrity and personal touch. We offer our clients a host of services especially suited to their particular needs. We get to know you, your goals and your aspirations so that we can create a comprehensive plan designed to address what’s important to you.
Our Philosophy: If you’re not happy, we’re not happy.
Ann Helzer
Bruce D. Bradner, LTC #5637
Carrie Matheny
Kalle Dietrich, EA, LTC #5291C
Kristi B. Bardi, LTP #71698
Marci Duncan
Administrative Assistant
Marci joined TFSI in January of 2018. She began as an addition to the front desk for seasonal work. After tax season she was hired full time as an assistant for Kristi Bardi. She has played many roles for the team including, front desk...
Richard K. Davey, EA, LTC #2481
Anthony J. Bardi, EA, LTC #4454
Tony has three decades of experience preparing income tax returns. He currently focuses on Individual Returns and Estate and Trust Returns. He began working in the family tax preparation business as a high- schooler doing bookkeeping...