Joanna founded Carolina Accounting & Tax Solutions in 1996 after a career in corporate financial management. A Western Kentucky University accounting graduate, she brings more than four decades of accounting experience and leads the firm with a practical, relationship-focused approach. Joanna believes in honest conversations, practical solutions, and treating clients like family and friends. Outside the office, Joanna enjoys crafts, baking, Kentucky basketball, Taylor Sheridan shows, visiting national and state parks, and traveling with her husband, Charlie.
Bijal has been part of the CA&TS team since 2015 and brings experience as a tax accountant, bookkeeper, office administrator, and math tutor. She holds bachelor's and master's degrees in Commerce with a specialization in Accounting from India, along with an associate degree in Accounting from North Carolina. Bijal enjoys the problem-solving side of accounting and takes pride in helping clients resolve complicated matters with dependable, personalized service. Family is at the heart of Bijal's life. She lives in Cary with her husband and two sons and enjoys baking, sports, board games, family movie nights, and finding a great bargain without sacrificing quality.
Annmarie brings experience in bookkeeping and payroll to her work with CA&TS. She focuses on doing careful, dependable work for the clients she supports and brings a practical perspective shaped by both professional experience and time spent managing a busy household. Annmarie lives in Clayton and enjoys crocheting and tennis. A New York State native, she has called the Triangle home for about a decade—and once took Muay Thai lessons.
Dora served CA&TS clients for two decades in practice administration, live payroll processing, and compliance reporting before retiring from her full-time role. She continues to support Joanna and the firm remotely on special projects through January 2027. Before joining CA&TS, Dora studied Business Administration at North Carolina Central University and worked in the home mortgage industry. Dora lives in Apex with her husband, Keith, and their two cats. She enjoys family time with her two daughters and five granddaughters—and riding her motorcycle.
Shannon brings a broad operational and accounting perspective to CA&TS. She earned a BBA from James Madison University, served as a Supply Officer in the U.S. Navy, and later worked as an Accounting Manager for Aquatic Management Group. Her approach to client service is grounded in two things she values highly: honesty and hard work. Shannon lives in Raleigh and enjoys reading, running, puzzles, traveling, hiking, and spending time with family. She also spent six months traveling through Australia and New Zealand after college before joining the Navy.
Anna earned a BA in Accounting from Lenoir-Rhyne University in 2024 and brings early-career accounting experience along with a strong service mindset to CA&TS. She previously completed an accounting internship in Waynesville, North Carolina, and worked in sales at Walt Disney World. Anna's approach is to listen first, understand the client's goals, follow through, and bring honesty and dedication to getting the work right. Originally from Asheville, Anna now lives in Raleigh. She enjoys reading, crocheting, hiking, and planning her next Walt Disney World trip—a lifelong family tradition.
Bryan supports the CA&TS accounting and tax team with a focus on keeping financial records organized, accurate, and easier for business owners to manage. He holds a B.S. in Accounting and previously worked as a front desk assistant and tax intern. A Raleigh native, Bryan enjoys longboarding, badminton, hiking, movies, concerts, and travel. One of his goals is to visit the seven wonders of the world.
Ashley serves as Payroll Administrator and brings an economics background to the CA&TS team. She earned a Bachelor of Arts in Economics from UNC and previously worked as an accounting associate with Wegmans. Ashley approaches her role with a simple commitment: show up each day ready to give clients her best. Originally from Graham, North Carolina, Ashley now lives in Raleigh. She enjoys painting, reading, building Lego sets, hiking, tennis, and caring for her plants—and hopes to visit Paris.
Jennifer helps keep the CA&TS office connected and responsive. She earned an associate degree in Accounting & Finance from Alamance Community College in 2024 and previously worked as a bank teller. Her client-service focus is clear communication and timely follow-through so clients know their needs are being heard and routed appropriately. Originally from Burlington, Jennifer now lives in Raleigh. She enjoys reading, coloring, shopping, running, floral arranging, and day trips to explore waterfalls and mountains across the Carolinas.
Leanna brings experience in organization, facilitation, productivity, training, and business consulting to her work with CA&TS. Since 2005, she has helped corporate, government, small-business, and residential clients move projects forward, and CA&TS has been a long-term client. Earlier in her career, she worked in brand management at Procter & Gamble and in global qualitative market research. Leanna holds an MSJ from Northwestern University and a BSJ from Ohio University. She lives in the Triangle with her husband and enjoys gardening, volunteering, and kayaking on local lakes.
Bethany supports the firm's digital presence, client communications, and internal organization. With more than a decade of experience in management, customer service, and small-business ownership, she brings a practical, people-centered approach to her role. Bethany manages website and social media initiatives and helps develop systems that improve workflow, clarify responsibilities, and strengthen communication across the team. A Kentucky native, Bethany spent approximately six years living in North Carolina and maintains a personal connection to the communities CA&TS serves. Outside of work, she enjoys spending time with her three daughters at the ballpark, sharing meals with family, and painting.