Meet Our Staff
The Planners Tax & Accounting Inc
A Tax and Accounting Team You Can Trust
At The Planners Tax & Accounting Inc, we work as a team with one goal in mind - the satisfaction of our customers. Please read below to learn more about our individual team members. Then, contact us for a free consultation to discuss your tax, accounting, or business needs.
Jed D. Alexander, CPA
Jed has a bachelor’s degree in accounting and is a certified public accountant (CPA) with 15+ years of experience. His areas of expertise include individual tax preparation, business tax preparation, IRS representation, cost segregation studies, ASC 740 tax provision calculations, accounting, payroll, and sales tax.
Richard J. Siron, E.A.
Richard has a BA in accounting and has been in the tax and accounting business for over 35 years. The Planners Tax & Accounting, Inc has been in existence since 1988, and Richard became an E.A. in September of 1990.
Allison E. Boll-Fick, E.A.
Allison is a tax specialist and preparer at The Planners Tax & Accounting Inc, assisting individuals and small businesses with their tax planning, preparation needs, and IRS representation.
Shelley Kehoe, CPA
Shelley has a bachelor’s degree in accounting and is a certified public accountant (CPA) with 20+ years of experience. Her areas of expertise include individual tax preparation, small business tax preparation, and IRS representation.
Eric Sheriff, E.A.
Eric has a bachelor's degree in accounting and a master's degree in accounting with an emphasis on taxation. He has 10+ years of experience. His areas of expertise include individual tax preparation, business tax preparation, IRS representation, business start-up assistance, accounting, payroll, and sales tax.
Ann M. DuChene
Ann M. DuChene is a senior accounting specialist office manager at The Planners Tax & Accounting Inc, helping clients with all their general business accounting and payroll needs.
Lisa Haffner
Lisa Haffner is a senior accounting specialist at The Planners Tax & Accounting Inc, assisting clients with all of their general business accounting and payroll needs.
Lisa Kayser
Lisa Kayser is a staff accountant at The Planners Tax & Accounting Inc and helps clients with accounting and payroll needs.
Tammy Naig
Tammy Naig is a seasonal tax preparer.
Kristin Welter
Kristin Welter is a seasonal tax preparer.
Linda McCullum
Linda McCullum is a seasonal tax preparer.
Nikki Alexander
One of three office administrators responsible for front office duties and client relations.
Danielle Griesenbrock
One of three office administrators responsible for front office duties and client relations.
Melanie Loecke
One of three office administrators responsible for front office duties and client relations.
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