Don't Just Save on Taxes; Invest in Your Wealth
Our Team
Randall Klein, MBA, EA
Since 1991, Randall has helped over 25,000 clients achieve success in their financial matters. As a federally-licensed Enrolled Agent, Randall is able to represent clients in all matters before the IRS and is a noted expert in small business taxation and real estate.
Randall has started more than a half dozen businesses, sold some and kept some. He's not all books and theory. He's been in the trenches, whether it's running a business or managing real estate ventures.
Ida Miller
Ida has been our Office Manager and Lead Bookkeeper since 2022. With over 25 years spent with her nose in the books and fingers on the calculator, she knows her way to keep your company in compliance. Whether she's reconciling your bank accounts, filing sales tax reports, or making sure you are paid on time, Ida's the one to rely upon.
R. Mark Phillips, CPA
Mark comes to us with Big Accounting Firm experience and small town friendliness. In addition to taking the lead on preparing complex tax returns and cranking out 1040's, Mark's a wizard at researching the tough tax questions our clients bring to us.
Tai Stewart, EA
Our newest tax team member, Tai is working up individual tax returns and doing her wizardry in keeping the IRS away from our clients with tough tax cases. Tai is an Enrolled Agent, meaning she is a federally-licensed tax advisor qualified to represent all taxpayers before the IRS. Tai is a genius at finding ways to save our clients money.