ClavesVita, Inc Tax and Wealth Advisors is a full-service accounting and business advisor firm, incorporated in Montana in 2012. We specialize in tax planning and preparation, for business and individuals, as well as business planning and consulting. Our accounting and tax planning professionals hold valid Montana State CPA Certificates or EA designations.
ClavesVita is Latin meaning: Claves is Keys and Vita is Life: ClavesVita: the keys of life is tax and wealth planning
Meet Our Staff:
Tarra Grazley-Pfister, CFP®, CRPS®, EA
Mrs. Grazley-Pfister has been dedicated and focused on helping clients with their retirement, life insurance, financial and estate planning goals for over 22 years. Specializing in developing individualized wealth management plans and company retirements plans.
A focus of Mrs. Grazley-Pfister and her firm is helping companies small and large with their retirement plans specifically designing, installing, administering and providing education to employees of their clients. For over 22 years the dedicated team members of the firm have sepcialized in retirement income planning, asset management and comprehensive financial planning along with helping companies with their ERISA fiduciary duties.
She has earn the CFP®(Certified Financial Planner and CRPS®(Chartered Retirement Plans Specialist) designations and EA (enrolled agent) designations. She has also enrolled in the CFA (Chartered Financial Analyst) program to obtain one of the highest set of credentials in the global investment management industry.
Mrs. Grazley-Pfister graduated from Montana State University-Bozeman with a Bachelor of Science in Mathematics. She has been a featured speaker at Fidelty Advisor Council as a specialist in retirement plans. She presents financial education seminars and classes on a regular basis for their clients employees.
To learn more about Tarra please follow the link below.
Kelly B. Rickard, CPA
Ms. Rickard has worked as a CPA in the Billings area since 2008 and joined ClavesVita, Inc. in 2012. She specializes in income tax preparation and planning services for small businesses, corporations, and individuals. She has experience working with retail, farm/ranch, and many other small business clients in a variety of industries.
Ms. Rickard graduated from Montana State University in Bozeman with a Bachelor of Sceince in Business and a Master of Professional Accountancy. She is a member of the Montana Society of CPAs and is on the board of directors for the Billings Chapter of CPAs.
Andrew A. Miller, Tax Accountant
Mr. Miller has been working within accounting services for the last 10 years and tax preparations for the last 5 years. He specializes in accounting/bookkeeping services and payroll services for small businesses, with a high degree of proficiency and attention to details.
Mr. Miller is currently working on obtaining a Bachelor of Science in Accounting and a CPA designation. He also holds a Bachelor in Music Education for the University of Wyoming.
Caitlin Bentz, CRPS®, RP®
Client Services Manager/Registered Administrative Assistant
Mrs. Bentz has been dedicated to providing outstanding client support, marketing, and implementing team policies since she joined the firm in 2008.
She earned the CRPS®(Charted Retirement Plan Specialist) and RP®(Registered Paraplanner) designations and is a security registered administrative assistant. Mrs. Bentz is a graduate of MSU-Bozeman with a Bachelor of Arts in English Literature.