Chris Carter, EA
Chris is an experienced and professional tax accountant with over 25 years of experience in the financial and tax planning industry. He earned his Bachelor of Science degree in Business Economics and Master of Accountancy degree from The University of Nebraska. Chris is an Enrolled Agent, a federally authorized tax practitioner empowered by the U.S. Department of the Treasury, which allows him to represent taxpayers in all tax matters before the IRS. He is a long standing member of the American Institute of Enrolled Agents.
Chris enjoys analyzing and understanding all aspects of a client’s comprehensive financial situation. He works in this comprehensive manner with a team of professionals to effectively coordinate Estate and Income Tax Reduction, Retirement Income Analysis, Asset Protection, Investment Tax Planning, Wealth Transfer and Risk Management. He specializes in designing prudent planning strategies to help reduce income tax liability, increase retirement income, protect assets, and structure estates to successfully retain wealth across multiple generations.
In his offseason, Chris enjoys spending time with his wife Shannon and their adult children, traveling and working on home projects.
Cameron Harris, EA
Cameron Harris is a professional and experienced tax & investment advisor with a focus on income tax planning for small to large businesses and their owners to maximize after tax cash flow. By working to educate clients on their tax strategies, he believes business owners can better understand their needs and adapt quickly to new IRC rules and procedures. Cameron is an Enrolled Agent, a federally authorized tax practitioner empowered by the U.S. Department of the Treasury, which allows him to represent taxpayers in all tax matters before the IRS.
With Cameron’s considerable experience, education, and training, he can leverage a team of professionals that offer an array of services for his individual and business clients that often include distribution plans for retirement, hands-on investment management strategies, tax planning, business analysis, as well as estate and risk management strategies.
While Cameron stays busy year-round, in the off-season you will find him with his wife Allison and their dog Kenzie exploring all the wonderful things the valley has to offer.
Adrian Zeledon is a Tax Accountant with an Associates Degree in Finance from Miami Dade College. Adrian is originally from Miami Florida, and has since relocated to Arizona.
He has been working alongside and learning from the Senior Partners of Sun Income Tax for several months in preparation to assist with the 2022 Season. Adrian has been quick to pick up on requirements, techniques, and such in the learning process. He will be a wonderful addition to the tax team and is excited to assist clients in getting timely returns.
Adrian enjoys playing tennis, spending time with his friends, and during the offseason you can find him traveling as much as possible.
John Mistalski, EA
John Mistalski is a Tax Accountant with a Bachelor of Science Degree in Biochemistry and Molecular Biology from Michigan State University. John is originally from Metro-Detroit, Michigan, and has since relocated to Arizona. John is an Enrolled Agent, a federally authorized tax practitioner empowered by the U.S. Department of the Treasury, which allows him to represent taxpayers in all tax matters before the IRS.
He has been working alongside and learning from the partners of Sun Income Tax for several months in preparation to assist with the 2023 Tax Season. John has been quick to pick up on requirements, techniques, and how to help educate clients on tax strategies. He will be a welcome and well-rounded addition to the tax team.
When not in the office, John enjoys playing tennis & pickleball, cycling, hiking, reading, and traveling with his wife and adult children.
Denae O’Connor is originally from Silver Creek, NY and moved to Arizona three years ago. Denae has an Associate’s degree in Communications and is continuing her education to pursue a Bachelor’s degree in English.
She has many years of experience as an office assistant and receptionist. She is a fast learner and an efficient worker.
Denae enjoys crafting and spending time with her family and friends. She is a fur mom of two, a dog named Dexter and a kitten named Daisy. Planning her upcoming wedding is certainly keeping her busy!