About our Firm
For years, MTS Financial has been providing quality, personalized financial guidance to local individuals
and businesses. MTS Financial's expertise ranges from basic tax management and accounting services to more in-depth
services such as audits, financial statements, and financial planning.
Our mission is to help clients maintain financial viability in the present while taking a proactive approach to achieve future goals. By assisting our clients with a variety of different matters, we are able to reach an in depth understanding of our clients' needs. MTS Financial is dedicated to meeting these goals with high standards of excellence and professionalism.
James M. Provencher
Jim is a 1981 graduate of the Pepperdine University School of Law, and received a Bachelor's degree in Economics from the University of California at San Diego. Jim is admitted to practice before the United States Tax Court and holds licenses in the securities, insurance, and real estate fields. He is an Investment Advisor Representative, and has an extensive background in the financial services industry. The Law Offices of James M. Provencher has been in operation since 1981 and limits its areas of emphasis to business formation, estate planning and probate matters.
Jim also started Ministers Tax Service in 1983 which focuses on the special tax treatments of members of the clergy.
firstname.lastname@example.org (619) 225-5687
Heidi leads our tax division. She provides our clients with tax preparation and tax consulting services. Heidi is also a paralegal who assists Attorney Provencher with business formation, estate planning and trust administration matters.
Heidi has been with our firm since 2000 and we are proud of her high level of customer service.
Kim heads up our bookkeeping services division, and has worked in the bookkeeping field for over ten years. She assists our clients with daily, monthly, and annual bookkeeping duties, along with payroll preparation, using the QuickBooks software program.
Kim joined us in 2007, and is a valuable member of our team.
Susan is a paralegal who assists our clients with the preparation of their estate plans, trust administration, and probate proceedings. She also provides guidance in the complicated areas of special needs planning and conservatorship proceedings.
Susan attended the Paralegal Program at the University of San Diego, where she graduated with honors. She has been with our office since 1993.
Laura is our front office manager, and is responsible for client contact, scheduling, and marketing for the firm. She also supports our bookkeeping and tax divisions. Laura has over 12 years of experience as a former owner and Vice President of a successful construction company in the San Diego area.
Laura joined our firm in 2008 and is fluent in both English and Spanish.
*MTS Financial is a Non-CPA Firm