About

Mission

We provide small businesses with individualized financial services focusing on their specific needs, no matter how simple or complex, so they can focus on maintaining and growing their operation.
We are dedicated to providing exceptional customer service through our expertise, open communication and quality products.

Quality Work

Michelle and Tabitha have a combined 30 years experience in taxes, bookkeeping, IRS resolutions and customer service. Phyllis has over 10 years experience with individual taxes, bookkeeping and customer service. Mindy and Shalisah round out our tax professionals team! Our entire staff complete continuing education courses annually with Michelle & Tabitha completing over double the required training each year. Our staff attend both virtual and live courses to hone their skills and keep up to date on the latest changes.

Open Communication

By utilizing all forms of communication media whether you prefer email, text, virtual teleconference or face-to-face meetings we adapt to your needs.
You will always receive prompt attention.

Customized Options

We work with you to create a service plan just right for your needs and budget.
Our QuickBooks training can accommodate an individual as well as an entire department. We offer training in a classroom setting or on location at your office.

Tabitha

Originally from New England,Tabitha was a military spouse and has lived all over the United States. She first studied tax preparation while living in Pennsylvania and started her career providing preparation services for military families.After finding a career she loved, and one she could take with her, Tabitha worked for a franchisee of H & R Block, serving as Operations Manager before co-founding the office in California. Tabitha earned the designation of Enrolled Agent and subsequently settled in Montgomery County, Texas opening a second office for Prime Path Financial, Inc. Tabitha has proudly served as a Girl Scout Leader, Board Director, and past Chairman for the Greater Magnolia Parkway Chamber of Commerce. She has also served on the board for the College Park Cavalier Band Booster Club. When not in the office, she enjoys spending time with her daughter and cheering on her favorite hockey team – Go Bolts!

Michelle

After growing up in Big Bear Lake, CA Michelle moved to Hemet to take care of her grandmother.
Michelle completed her Associates of Science degree in Business Administration and immediately began working for Cicchillo and Associates, CPA where she fell in love with bookkeeping and taxation.

By the fourth year Michelle moved on to manage Anderson and Associates CPA in Riverside, CA.

Michelle has earned the designation of Enrolled Agent (EA) and is a QuickBooks Pro Advisor. Michelle teaches QuickBooks to small and mid-sized businesses throughout the Inland Empire.

In her spare time Michelle enjoys camping with her husband Mark of 25 years, their son Rick and his wife Ashley. The family are all avid hockey fans.

Michelle has proudly served as a volunteer with the American Cancer Society, local community clean up efforts and serves as Treasurer on the Board of Directors for the Valley Community Pantry.

Phyllis

Raising three children in Big Bear Lake, CA Phyllis worked as a nurse and assistant ski patrol director. She relocated to Hemet, CA to follow her children. Phyllis began working for Prime Path Financial​, Inc​ ​first as a receptionist then ​bookkeeper in 2013, and became a ​California Registered Tax Preparer in 2014. She is also commissioned as a Notary Public.

When not crunching numbers, Phyllis ​works ​providing first aid at Mountain Bike Races​ on the weekends. She enjoyed spending time with her family and puppy!​

Mindy

Melinda grew up in Claremont, CA then later relocated to San Jacinto, CA with her husband and 3 sons. After high school she started working for the courts & jail systems. She left her job to stay home and raise their 3 sons. Once they were all out of school she decided to return to work. She started working for Prime Path Financial, Inc. in 2015 as a receptionist, and bookkeeper. In 2018 She became a Registered Tax Preparer.

In her spare time she enjoys traveling with her husband of 30 years and spending time with their 3 sons.

Shalisah Swift

Shalish grew up in Spring, Texas and at 18 relocated to Magnolia, Texas ultimately settling in Cypress, Texas in 2018. Shalisah originally joined our team in 2017 as an Administrative Assistant, quickly moving into bookkeeping. In 2022, she was promoted to Tax Preparer. Shalisah spends her free time cheering on her children’s sports teams, travels with family to include boating, fishing and hunting.

Reagan Harris

Reagan, who grew up in Wells, Texas, attended Stephen F. Austin State University in Nacogdoches, where she earned a bachelor’s degree in finance and accounting. While finishing her degree, Reagan worked for Kathy’s Accounting Service in Lufkin and fell in love with bookkeeping and taxation. She joined our team after moving to Magnolia, to be with her fiancé. Reagan is currently pursuing the designation of Enrolled Agent (EA). Reagan enjoys spending time with her fiancé and maintains ties to her roots, frequently traveling home to visit family.