Tate & Associates – Tax & Accounting Professionals has been serving our client’s needs for sound tax and accounting advice and services. Tate & Associates goes beyond the conventional financial information and delves into who our clients are and what it is they do. What is important to our clients, is what is important to us. Tate & Associates takes a visionary, proactive approach to our client’s financial management needs and time and again delivers sound tax and accounting results.
Virginia Tate, EA, CFE, CIRA
Virginia Tate is a Certified Fraud Examiner, a Certified Insolvency and Restructuring Accountant as well as an Enrolled Agent with the United States Treasury. Ms Tate has an extensive background in professional development and training in fraud, damages/loss calculation and financial investigations. She is a member of the American Bankruptcy Institute’s Commercial Fraud Litigation & Taxation Committee. Ms Tate has been featured as a professional speaker through the Association of Certified Fraud Examiners, the National Business Institute, numerous Chambers of Commerce as well as businesses in the private sector and non-profit organizations.
Brent Lyles, CFE
Brent Lyles has served as the Vice President of Operations, Sales & Marketing at EP Global since its founding in 2008. Prior to joining our team Mr Lyles held positions in the technology and telecommunications market spaces. In addition to being a certified mediator Mr Lyles obtained his Certified Fraud Examiner credential in 2014. Mr Lyles has held volunteer Board of Director positions with The Coeur Group, Community Action Partnership serving as treasurer. He has also served as the Chairman of the Board of the Coeur d’Alene Chamber of Commerce.
Payroll/Bookkeeping / Tax Preparation
Breanne Petroskie is a staff accountant specializing in payroll, sales tax and Quickbooks training. Ms Petroskie has served on boards for community service organizations such as Specialized Needs Recreation.
Austin Hart is a qualified Accountant and Investigative Analyst that holds a bachelor’s degree in finance from Boise State University and a Certification in Network Intelligence Analysis from the United States Air Force. Before joining Elk Point Austin worked for a diverse range of organizations including government agencies, non-profits, and startups. He specializes in analytics, management accounting, and process improvement. His skillset provides tremendous value to businesses and individuals seeking solutions for complex problems.
Sam Newman, CPA
Sam Newman is a Certified Public Accountant that grew up in a family retail business. This experience allows Mr Newman to understand the inner workings of small businesses and offer assistance in area’s that business owners may not know they need help in. Mr Newman holds a Bachelors of Business Administration from Eastern Washington University with an emphasis in Accounting. Mr Newman is involved in the community of practitioners for the practice of martial arts which helps him achieve balance in his business and personal lives.
Sarah Jones is an Idaho native with a wide range of professional experience. Ms Jones has served as the restaurant manager at a local golf club, as well as an adjuster in the insurance industry. Sarah is a Montana State Bobcat and North Idaho College Cardinal. She is active in our local community through her involvement with the Lady d’Alenes.
Jolene Feinman – Toombs
Tatiana Saccone is the friendly voice you hear whenever you call the Tate & Associates offices. She is usually the first one to greet you upon your arrival at our offices. Ms Saccone is a North Idaho resident who enjoys the amazing outdoor opportunities that our region offers along with spending time with her family.