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.

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 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.

Lisa Kayser is a staff accountant at The Planners Tax & Accounting Inc and helps clients with accounting and payroll needs.

Cora Jacobs is a senior accounting specialist at The Planners Tax & Accounting Inc, assisting clients with all their general business accounting, payroll, and tax return needs.

Randi Forschler is a staff accountant at The Planners Tax & Accounting Inc and helps clients with accounting and payroll needs.

Tammy Naig is a seasonal tax preparer.

Kristy Maitre is a seasonal tax preparer.

Linda McCullum is a seasonal tax preparer.

One of four office administrators responsible for front office duties and client relations.

One of four office administrators responsible for front office duties and client relations.

One of four office administrators responsible for front office duties and client relations.

One of four office administrators responsible for front office duties and client relations.