Holly Swanson

Holly Swanson, Bart's daughter, has been working in the tax office since she was a teenager. She graduated from Azusa Pacific University with a degree in business administration and is now a CTEC-registered tax preparer. Holly assists Bart and Josh with setting up investment accounts. She enjoys working with clients to ensure all paperwork is in order for a successful investment portfolio all while making the process as easy as possible for the clients. Holly and her husband live in Ventura with their house rabbit and are very involved volunteering at the local animal shelter.