Located Across The USA, Meet Your Team

Brandon Hall

Area of focus: Tax Planning

Real Estate Owned: 24+ units

Education: BS in Accounting & Finance, East Carolina University

Credentials: CPA

Previous Companies: PwC, EY

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Taylor Brugna

Area of focus: Business Consulting & Accounting

Real Estate Owned: 95+ units

Education: BS in Accounting & Finance, Binghamton University

Credentials: CPA

Previous Companies: PwC, Tarlow & Co. CPAs

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Billy Withers

Area of focus: Tax Compliance and Planning

Education: Masters in Taxation, University of Denver; BS in Accountancy, Northern Illinois University

Credentials: MT

Previous Companies: Eide Bailly LLP, Pesta Finnie and Associates, Scharf Pera & Co. PLLC

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Kaylyn Clark

Area of focus: Tax Planning and CFO

Education: MBA, East Carolina Univerity; BBA in Accounting, Campbell University

Credentials: CPA

Previous Companies: Baker Tilly Virchow Krause, LLP; Durbin Benne Tax Advisors, Inc

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Troy Silfies

Area of focus: Tax Compliance and Planning

Education: BA in Accounting, Moravian College

Credentials: CPA

Previous Companies: Concannon, Miller & Co., P.C.

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Joanne Kelly

Area of focus: Accounting, Outsourced Controller

Education: AAS in Business Administration and Management from Farmingdale State College

Previous Companies: Self-employed, Rogers & Co. CPAs PC

Katie Ripp

Area of focus: Tax Compliance and Planning

Education: BS in Accounting, University of Illinois

Credentials: CPA

Previous Companies: Henry & Horne LLP;  True Partners Consulting, LLC

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Blake Lessard

Area of focus: Tax Planning and Compliance

Education: MS in Accounting, East Carolina University; BA in Economics, University of Chapel Hill

Credentials: CPA

Previous Companies: Mitchell & Nemitz, PA; Williams Overman Pierce, LLP

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Naitik Patel

Area of focus: Tax Planning and Compliance

Education: MS in Accounting (Tax Focus), The University of Kansas

Credentials: CPA

Previous Companies: KPMG

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Justin Shore

Area of focus: Tax Planning and Compliance

Education: BS in Accounting, Missouri State University

Credentials: EA

Previous Companies: Medical Consulting Group LLC, Arcanum Financial Partners LLC, Real Tax Consulting LLC, Missouri Valley REIT Inc. 

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Kristina Mueller

Area of focus: Accounting

Education: BS in Accounting, East Carolina University

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Jake May

Area of focus: Tax Compliance and Planning

Education: BA in Accounting, Loras College

Credentials: CPA

Previous Companies: Kingsbery CPAs

Michelle Foster

Area of focus: Tax Compliance

Education: BS in Accounting and Finance, DeSales University

Previous Companies: Concannon Miller & Co., P.C.

Jennifer Perry

Area of focus: Tax Compliance

Education: Masters in Accounting and BBA in Accounting and Finance, Austin State University

Prior Companies: Intuit; Bowles, Womack & Company, PC; Grant Thornton, LLP

Nathan Langdon

Area of focus: Tax Compliance and Accounting

Real Estate Owned: 2 units

Education: MBA, BS in Accounting, Campbell University

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Brandon O'Connor

Area of focus: Tax Compliance

Education: BS & MS in Accounting, Illinois State University

Previous Companies: Sikich LLP

Ben Isley

Area of focus: Accounting

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Lew Grant

Area of focus: Sales

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Darlene Charles

Area of focus: Tax Admin

Lynnette Regouby

Area of focus: Tax Admin

Jessica Hawkins

Area of focus: Firm Management

Real Estate Owned: 2 units

Education: BS in Human Development, Colorado State University

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Kevin Smith

Area of focus: Software Development, AI Development

Education: BS in Management Information Systems from Barry University

Previous Companies: Self-Employed

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