A CPA firm built exclusively for small business and complex individual scenarios.

Perspectives from banking, investments, small business operations and public accounting.  A passion for family businesses creating generational wealth. 

Jake began his career in 2007 at MetaFund Corporation, an Oklahoma City investment firm, working on business plan analysis, tax credit compliance, and portfolio management. He later served as president of Custom Composites, LLC, a manufacturer of custom fiberglass parts for heavy industrial use, until its acquisition in 2017.

After a stint as a tax manager at a mid-sized firm, he founded Mesa Advisory in late 2019. He holds a B.S. in Business Administration from Oklahoma City University’s Meinders School of Business, and was awarded the OSCPA Silver Medal for the highest CPA Exam score in his session.  

When he's out of the office, Jake enjoys traveling and spending time outdoors with his wife and three kids.  He's known for his AI podcast consumption and love of high-quality music. 

Twenty years specializing in small-business taxation.   The kind of accountant whose dinner table arguments are about section 179.

Zack graduated from Oklahoma State University in 2006 with B.S. degrees in both accounting and finance. He began in public accounting at Cole & Reed, focusing on taxation in construction, banking, and insurance.

In 2012 he joined Grant Thornton, LP as a tax manager in their Oklahoma City office, working on oil & gas compliance and private wealth tax. He spent the years since at a mid-sized firm specializing in small-business owners and their personal tax pictures — the combination that Mesa was built around.

Out of the office, he’s hiking, fishing, or quietly brewing coffee in one of his (currently four) coffee makers. He, his wife Lindsey — also a tax accountant — and their kids travel and play board games, though the kids would like it noted that the tax talk is relentless.