Our Team
Jamie Stevens Clemens, MSA, CPA
Jamie Stevens Clemens is a Partner at the firm with a strong accounting background and a commitment to client service. She holds an undergraduate degree from Endicott College and a Master’s in Accounting from the University of Connecticut, and is a Certified Public Accountant. Jamie works with individuals and businesses, offering thoughtful, detail-oriented guidance.
She is also active in her community, serving as Treasurer for Masconomet Youth Football and coaching cheerleading at Masconomet Regional High School. Outside of work, she is a dedicated mom to a high school senior.
David Plunkett, MBA
Dave brings decades of financial leadership and hands-on experience to the firm, with a career spanning public accounting, corporate finance, and entrepreneurship. He began his academic journey at North Shore Community College and went on to study at Merrimack University and Suffolk University, building a strong foundation in accounting and management.
Dave served as Accounting Manager at West Lynn Creamery before advancing to Controller at MSM Management. He later joined Bruker Inc. as Chief Financial Officer, where he played a key role in taking three companies public. In 2003, Dave channeled his expertise into founding his own tax business, where he continues to provide trusted guidance to individuals and businesses.
Outside of his professional work, Dave enjoys riding horses and has a small farm.
Dana Stevens, Tax preparer
Dana is a United States Marine Corps veteran with a background from Daniel Webster College and Salem State University. He specializes in tax preparation, bookkeeping, IT, and customer relations, providing reliable and straightforward financial services. Outside of work, Dana enjoys golfing, loves dogs, and takes pride in being a dedicated dad.
Zander willis, Tax preparer
Zander is a dedicated staff accountant and a graduate of the University of Massachusetts Lowell, where he built a strong foundation in accounting and finance. Before transitioning into the accounting field, he gained valuable business experience as a Sales Associate at Merchant’s Fleet, a leading fleet management company.
Zander brings a detail-oriented mindset and a practical understanding of client needs to his work.
Outside of the office, he is passionate about basketball and fitness.