PRIVATE TAX ADVISORS - Key Persons
Job Titles:
- Enrolled Agent
- Tax & Marketing Lead
An Enrolled Agent, Jacob is here to attend to the details of every client's case. Whether it's cleaning the books or dusting toner off the printer, Jacob's at your service. And if you need a tax return prepared, Jacob's got your key to the lowest overall tax.
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.
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.
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.