The Team

Randall Klein, MBA, EA, CTC - Team Leader

Randall is not just a Federally-Licensed Tax Expert, but also a Certified Tax Coach. Extensive training in the field of taxation and overseeing more than 20,000 tax returns means that Randall has the expertise of a heart-surgeon compared to the "general practitioners" calling themselves CPA's.

An Enrolled Agent can represent taxpayers from any state or from anywhere in the world, and we actually have clients that we serve from 5 different continents. So no matter where you are as a US Taxpayer, Randall can help you.

Ida Miller - Bookkeeping & Office Manager

Ida's just the nicest person to unravel your bookkeeping nightmares. With over 30 years in keeping clients on track, you can be sure that things will run a whole lot smoother with Ida looking over the books.

Susan Klein, CPA - CFO

Susan brings more than 25 years of corporate finance and Information Technology to help you identify and fix your business cash flow issues. She's your Part-Time CFO at a price that brings a high ROI quickly.

Paulette Taylor - Bookkeeper Deluxe

Paulette's got the books. QuickBooks Online, Quickbooks Desktop edition. Whatever it is, she's got you covered. With more than 25 years of counting the beans, she knows the right way to keep the records.

Paulette's services are provided on an independent contractor basis.