Geoff is an enrolled agent, attorney, and certified public accountant who specializes in resolving complex tax issues and has significant experience working with distressed businesses. He is an active member of the California Society of Enrolled Agents and the National Association of Enrolled Agents. He was named a Fellow of the National Tax Practice Institute in 2015 after completing a rigorous program of advanced study in tax problem resolution. He holds an MS in Taxation from Golden Gate University and an MBA from the University of Southern California.

Claudia Stanley is a practicing CPA & EA in the Fresno area, as partner in C. Stanley, CPA & Associates. She is a graduate of California State University, Fresno, and serves as treasurer of the California Society of Tax Consultants, president of the Central California Chapter of Enrolled Agents and as treasurer of Fresno’s local chapter of American Business Women’s Association. In 2001 she was named on of Top Ten Women of the Year in the nation by American Business Women’s Association. In 2022 she was named CSTC’s member of the year. She frequently speaks on various tax topics, gives annual Federal and State tax update presentations, and hosts weekly roundtable discussion groups on Zoom.

Connie Lorz is an Enrolled Agent practicing in Lodi, California. Connie completed her undergraduate education at San Jose State University, with a major in Business Administration. She is a past-president of the California Society of Enrolled Agents; past-president of the Big Valley Chapter of CSEA; and has served as a director, committee chair and officer in CSEA leadership. In her practice, she prepares and files taxes for both individual and business clients, and offers bookkeeping and payroll services. Connie has taught the EA Exam Prep course for several chapters, and has taught the IRS/EDD payroll training workshops and the Small Business workshops for over 15 years.

Monika Krulic became an Enrolled Agent in 2015, upon her retirement after more than 33 years with the IRS. She served in numerous roles with the agency, including Tax Auditor and Appeals Officer, and in management positions of increasing responsibility, and was a frequent presenter on topics ranging from tax law to interest-based conflict management. Since leaving Federal service, Monika has served in a variety of positions with Intuit, and as a Site Coordinator and Instructor for AARP Foundation’s Tax-Aide program. She is the Immediate Past President of the Inland Empire Chapter, CSEA, Board of Directors, a choral vocalist, and a licensed Zumba instructor.