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.
Paulette Taylor
Bookkeeping Queen - Paulette works with business owners to make sure their records will be available at tax time and when they need information to make smart business decisions. Paulette works exclusively on the QuickBooks desktop and QBO platforms to ensure her clients have the information they need at their fingertips.