Our Practice

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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 puts his money to work just as he advises, including as an active real estate investor. He does as he says and he shares his secrets with his clients. 

Our Senior Tax Manager, Lorraine has spent over twenty years overseeing teams of tax professionals and helping clients battle the IRS. She's smart and experienced in cutting taxes down to size and making sure our clients have one less thing to worry about. 

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. Mark's specialty is complex entities. 

Tai can be found 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 and getting them out of jams with the IRS.

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. 

Susan loves accounting and she's probably been doing it since she was 7. After a corporate career that ended with her as a VP in a CAC40-listed company, Susan joins our team as a highly qualified accountant and advisor.