About Us
At Triada Tax, we are a dedicated team offering personalized tax preparation, planning, and accounting services for individuals and small businesses. Our mission is simple: to provide expert guidance, deliver tailored solutions, and help you navigate the complexities of tax laws with confidence.
With years of experience and a deep understanding of the ever-changing tax landscape, we take pride in offering a hands-on approach to every client. Whether you're looking for assistance with tax filing, strategies to minimize your tax burden, or guidance on financial planning, we're here to help.
As a small, client-focused firm, we emphasize building lasting relationships based on trust, integrity, and exceptional service. At Triada Tax, you're not just another number—you’re a valued partner, and we’re committed to helping you achieve your financial goals. Let us take the stress out of taxes so you can focus on what matters most to you. Contact us today to schedule a consultation!
Our Story
The story of Triada Tax began with a simple idea: to create a tax and accounting firm that prioritized people over profits and offered personalized, expert guidance in a way that large firms simply couldn’t. Founded by Lee Eggemeyer, a seasoned CPA with over 35 years of experience, our firm started as a one-person operation—dedicated to providing small businesses and individuals with the kind of attentive service they deserve.
The firm started small, with just a handful of clients. But from the beginning, the focus was clear: to provide trustworthy, professional, and customized tax and accounting services, with an emphasis on long-term relationships rather than one-time transactions. Over the years, we expanded our team with like-minded professionals who share the same passion for helping others.
Today, Triada Tax remains a close-knit firm. We have grown in expertise, but we haven’t lost sight of what makes us different: our commitment to offering hands-on, personalized service that large firms simply can't match. Whether you're an individual needing tax help or a small business navigating complex financial challenges, we approach every client with the same care and attention that helped us get started.
We are proud of how far we've come, and we’re excited for the future. Thank you for being part of our story, and we look forward to helping you with your financial journey for many years to come.
Meet The Team
Lee Eggemeyer, CPA
Owner - lee@triadatax.com
Lee obtained his accounting degree from Southern Illinois University Carbondale and has extensive industry experience, including 9 years at the St. Louis division of a Fortune 500 company as a cost accountant and assistant controller, as well as over 35 years in public accounting. He is also a former managing partner of Fick, Eggemeyer and Williamson CPA’s, with offices in Columbia, IL and St. Louis, MO. In addition to his professional experience, Lee is a member of the American Institute of Certified Public Accountants and the Illinois CPA Society, and is a Beta Alpha Psi (a professional accounting fraternity) alumnus.
With years of experience, Lee specializes in in tax planning, compliance, and strategy for both individuals and businesses. Throughout his career, Lee has developed a deep understanding of the complexities of tax laws and regulations, delivering comprehensive tax services that help clients optimize their financial outcomes and minimize tax liabilities. Lee is known for providing personalized, strategic advice that aligns with each client’s unique financial goals. He brings a proactive, hands-on approach to tax planning, offering guidance on tax-saving strategies, deductions, credits, and entity structuring to ensure compliance and long-term financial success.
Lee has served the community in various ways throughout his adult life, from acting as past congregational president of his church, to director of the Southern Illinois District of the Lutheran Church Missouri Synod. Outside of his faith, Lee served for 12 years as both secretary and president on the Waterloo Community School District #5 School Board. He has also served on the County’s Revolving Loan Committee and currently sits on First National Bank of Waterloo’s board of directors. He has spoken before numerous groups on small business and tax related issues.
Eddie graduated with a degree in accounting and his MBA from McKendree University. Eddie is currently pursuing certification as an Enrolled Agent (EA) and is eager to apply his knowledge to help businesses and individuals manage their financial wealth and achieve long-term success. Throughout his time at Triada Tax he has gained experience in preparation of tax filings for individuals and small businesses, as well as, delivering high-quality, customized bookkeeping solutions that allow clients to focus on growing their businesses while ensuring financial accuracy and compliance. Eddie is dedicated to continuous professional development and stays current with industry trends to provide the best possible service to clients.
Tax Associate - eddie@triadatax.com
Eddie Davis, MBA
Emma Boyd, MBA
Tax Associate - emma@triadatax.com
Emma is a dedicated and driven accountant. She has recently joined the Triada Tax team and is beyond excited. During her career, Emma has gained experience in corporate and individual tax through time spent working at Pricewaterhouse Coopers LLP. After earning her degree in accounting and her MBA at the University of Missouri - St. Louis, she started to build a career by helping businesses and individuals optimize their financial operations and ensure compliance with tax regulations. With a passion for numbers and a client-focused mindset, Emma is focused on helping clients navigate their financial challenges while providing them with the tools and guidance to achieve long-term success.
Kristina Davis
Client Service Manager - kristina@triadatax.com
Kristina obtained her bachelor's degree from Southern Illinois University - Carbondale. She is an exceptional and dedicated client service manager where she oversees and nurtures relationships with clients, ensuring they receive exceptional service and personalized financial and tax solutions. She excels at understanding clients’ unique financial needs, offering tailored guidance, and provides timely responses to inquiries. Kristina plays a key role in managing client expectations, handling complex requests, and ensuring seamless communication and efficient delivery of services. By working closely with clients, she ensure that financial statements, tax returns, and other accounting deliverables are accurate and meet deadlines. Kristina is committed to delivering the highest level of customer service, providing clients with clarity and confidence in their financial decisions.