Founder/Bookkeeper
Marlon Cates is a native of Richmond, Virginia, with a Bachelor of Arts in Business Administration (Accounting) and a minor in Human Resources from the Florida Institute of Technology. He’s a certified Xero Partner, QuickBooks ProAdvisor, and Gusto Certified People Advisor.
Marlon is a hardworking, detail-driven bookkeeper who specializes in cloud-based accounting solutions. He’s passionate about delivering excellent customer service and believes bookkeeping should make your life easier, not more stressful. Known for his calm approach and problem-solving mindset, Marlon is simply a fantastic person to have on your team.
When he's not working, you'll find him spending time with his family or working on a car, fine-tuning the details - just like he does for his clients.
At Cates Tax Plus, Marlon is here to help you take control of your books, so you can focus on running your business.
Client Support Specialist
Jamiee Cates is the Client Support Specialist at Cates Tax Plus and the go-to person for new clients starting their journey with the firm. A proud graduate of Virginia Commonwealth University, Jamiee holds both a Bachelor’s and Master’s degree, bringing a strong foundation in communication, organization, and leadership to her role.
With a background in education and a natural gift for connecting with people, Jamiee ensures every client feels welcomed, informed, and confident from day one. She brings clarity, structure, and just the right touch of humor to the onboarding process, helping clients understand systems, stay organized, and feel genuinely supported.
Outside of her work at Cates Tax Plus, Jamiee is a dedicated educator and passionate advocate for equity and growth. She thrives on helping others succeed—whether in the classroom or in business. When she’s not working, she’s spending time with her family or turning everyday life into learning moments.