Meet Your Team
Mike has 38 years of professional experience, with an emphasis in taxation. After graduating from Franklin & Marshall College, he went on to earn his law degree from Temple University. His career working for one of the prestigious “Big Four” firms has allowed him to share his expertise with a full range of businesses and individuals.
Mike’s vast knowledge covers everything from basic tax management for businesses and individuals to providing forensic accounting testimony regarding shareholder disputes. Through his onsite tax service work in various countries worldwide, Mike has authored guides for multinational company tax policies and lectured on various tax issues impacting business.
The mission of Valley Tax Advisors is the heart of Mike Green. He is personally dedicated to each and every client and strives to ensure that each engagement is rendered with highest professionalism and the utmost of care.
Administrator – Corporate Tax Services
Chad has spent the past 13 years of his public accounting career in accounting / audit and taxation for closely held businesses. His expansive knowledge, versed in industries and professions such as construction, manufacturing, and physicians of all doctorates, will lend leadership to our expanding services and client base. Exceptional client service along with sound business practices have awarded Chad professional community honors such as the 2014 Future Business Leader of the Lehigh Valley – Young Leaders award from the Lehigh Valley Chamber of Commerce and the Members to Watch award from the PICPA.
A busy husband and “Dad”, the devoted Philadelphia Eagles fan, Chad enjoys running and exercise.
Administrator – Individual Tax Services
Diane is a driven business professional with over 20 years of accounting and tax experience. After graduating from Hofstra University, she gained invaluable experience from her service in various industries including heavy highway construction, retail, insurance, and, most recently, as the controller of a local Lehigh Valley non-profit. Her in-depth and “hands on” approach to business allowed her to offer local small businesses and individuals unparalleled service and expertise as the practitioner of her own accounting practice, Breathe Easy Accounting, prior to joining Valley Tax in November 2015.
Diane and her family are passionate about arts and education and reside in Nazareth.
Client Accounting Specialist
Mary brings a diverse professional focus to the firm through her 20 years of experience. She rooted herself in CPA firm workflow processes after graduating from Centenary University and has spent most of her career in tax preparation and compilation for the small-medium business market.
Mary remains local – she is Wilson alumni – and is passionate about animals, especially dogs. Her favorite time is that spent with family and friends and her Labrador, Junior!
Small Business Coordinator
Travis joined the firm in 2012 and through the mentoring and direction of Mike, he has assumed the role of Small Business Coordinator. While Travis’s primary responsibility is payroll administration, he also prepares most business reviews and other business related taxes.
During his free time, Travis enjoys attending concerts and rooting on his beloved Denver Broncos.
Heather’s passion is business and client service, which emanates as she promotes the firm’s progressive, entrepreneurial philosophy through directing and coordinating operations, policies, and procedures. With over 20 years of experience in business management and client service, her top priority is to ensure that the focus is always client based in all firm activities.
When she is not in the office, Heather’s top priority is “Mom” along with spending time with family and friends.
Client Service Coordinator
Morgan's client service experience in the accounting industry is an asset to our growing firm. She gained her broad knowledge of financial services and accounting in the big firm arena where she supported a multitude of internal and external clients. Serving Valley Tax's growing client base is Morgan's top priority, ensuring that the firm's mission statement is forefront in all actions and communications.
A Pen Argyl native, Morgan spent years cheering on the Green Knights and continues to expand her passion for health and fitness.