Our Firm : Innovative Solutions Built on Traditional Values – SINCE 1946
Our philosophy is to provide knowledge and expertise – with unsurpassed dedication and sensitivity. We provide professional services to businesses and their leaders, offering experienced guidance at every stage of business growth. We personally serve entrepreneurial, public, non-profit and individual clients. Our professional team has developed a reputation for the highest quality service and stable personnel, which is unique in today’s public accounting profession.
Pete Rolla, CPA, has over three decades of tax, accounting, financial, and operational consulting expertise.
His industry experience is within the manufacturing, food service, medical and retail sectors. His professional experience began with Coopers & Lybrand, where he served in their audit and financial services departments. His current role also includes working closely with attorneys and other professionals on tax controversy issues. Pete has a Bachelor of Science degree in Accounting from Regis University.
James Downs, CPA
Jon Rushmann, Tax Preparer
Sandra Rushmann, Accounting Associate
Dana L. Squires, Office Manager
Who We Are
Greg Rolfes, CPA
For more than 25 years, Greg has been providing tax and accounting services to individuals and closely held businesses. As a graduate from the Arizona State University School of Business, Greg aquired his CPA license and joined Nevitt Oleksy in 1987. After ten years of working with owners, Lawrence Nevitt and Arthur Oleksy, Greg was offered partnership of the firm. Several years later, he became the sole owner and decided to keep the original name, honoring Larry and Art. He continues to provide a high level of professional service to a variety of clientelle.
In addition to holding his CPA designation, Greg has Series 7 and Series 66 investment licenses, and Life/Health Insurance licenses. He also provides clients with personal financial management services including retirement planning, investment advice, and insurance needs analysis.
When he's not crunching numbers, you can find him out on the lake, the links or the mountain bike trails with his wife and two sons.