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.

Nichole has been in the tax and accounting business for over 25 years. She started her career working for a family trust company dedicated to the needs of a wealthy family and has spent the last 22 dedicated to running a successful tax firm in Citrus Heights, CA. She is an active member of the National Association of Enrolled Agents (NAEA) and the California Society of Enrolled Agents (CSEA), having held various leadership roles during her 19 years of membership. Nichole is the Immediate Past President of the Sacramento Valley Chapter and is the incoming Second Vice President of CSEA. She attributes much of her success to the guidance of her mentors in CSEA and is deeply passionate about sharing her knowledge and experience in the tax community. Outside of work and volunteer time, she is happiest at the ocean and away from the busy day-to-day hustle. She also loves spending time at home with her husband, a crazy kid, and their three cats. 

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.

Kenny is an Enrolled Agent with diverse accounting experience, including roles at Big 4, national, and local firms, as well as a prominent Los Angeles family office. He's a member of the National Association of Enrolled Agents and the California Society of Enrolled Agents. Kenny holds a B.S. in Business Administration (Accounting) from UC Riverside and an M.S. in Taxation from Golden Gate University. Passionate about community service, he volunteers for programs such as Volunteer Income Tax Assistance (VITA), AARP Tax-Aide, United Way's Free Tax Preparation Campaign, Junior Achievement's Financial Literacy initiative, and CSEA Tax Help Day. Outside work, Kenny enjoys traveling, attending sports events and concerts, and exploring new restaurants.