Who we are

At Momentum Accounting and Tax Inc., we are a team committed to building trust, relationships, and helping people feel seen and supported.

- The Golden Rule

A diverse group of children and adults from various ethnic backgrounds standing close together with a religious quote overlayed: 'Do unto others as you would have them do unto you'.

Our Team

Kaylin Beers

Primary, CEO, CFO

Brenna Harvey

Sr. Staff Accountant
Sr. Payroll Specialist

Alejandra Aguilera

Office Manager

Shalisha Moreno

Shalisha brings over 6 years of experience in management and business operations, backed by an MBA with an emphasis in management. As the Office Manager at Momentum Accounting & Tax Inc. since 2025, she leads internal operations and customer service initiatives with a strong focus on team efficiency, process development, and client care.

Known for her strategic mindset, attention to detail, and creative approach to problem-solving, Shalisha is dedicated to creating smooth systems behind the scenes so that clients experience clarity and confidence at every step.

Outside of the office, Shalisha is a passionate movie buff who loves storytelling, character development, and a good plot twist.

Executive Assistant to Kaylin

Heather Brocklehurst

Admin Assistant

Amy Linares

Mission.

To uphold the highest standards of integrity, honesty, accountability, and excellence by providing ethical accounting solutions.

A gold and black arrow pointing right in direction.

Core Values.

  • Person's hand shaking hands with another person, with jewelry and glasses on a table nearby.

    Humanity.

  • Close-up of a textured surface with the word 'TRUST' printed in black ink.

    Trust.

  • A blue wall with a black industrial-style ceiling light illuminating a quote that says, 'INTEGRITY is doing the right thing when no one is watching' in large black text.

    Integrity.

  • Close-up of two people holding hands, one with dark skin and the other with lighter skin, emphasizing connection and care.

    Compassion.

  • A magnifying glass, an open book, a stack of papers with 'Due Diligence' printed on the top sheet, and a pen on a wooden desk.

    Dilligence.

  • A man and a woman are praying in front of an ancient stone or brick carved monument, sitting on the ground with their hands pressed together in a prayer posture, during sunset.

    Respect.

  • Four young women sitting at a table, engaging in a discussion, with one using a tablet, in a cozy cafe with white brick walls.

    Communication.

  • Multiple hands touching and holding a large tree trunk in a forest setting.

    Community.

  • A 3D bar chart with white bars increasing in height from left to right, overlaid by a red upward-sloping curved arrow, on a black background.

    Growth.

  • A person is helping a child with a school worksheet on German grammar, specifically nominative and accusative cases, while sitting at a table covered with a colorful tablecloth. There is a sheet of music and a phone on the table.

    Accountability.