The team
Six specialists. One practice. One calendar.
Every client works with a named tax planning specialist who does both the planning and the return. Jason Kuennen founded the practice and leads planning strategy, review, and training across the team; new client relationships begin with one of the specialists below.
Leadership
Who leads the practice
Jason KuennenFounder & Owner · Tax Planning Specialist
Jason built the planning model the firm runs on and leads strategy, review, and training across every client's plan. He takes on a limited number of new relationships each year. Most new relationships begin with one of the specialists below, with Jason's involvement on the plan behind them. To ask about working with Jason directly, email Stephanie Friedman.
Limited availabilityTax planning specialists
Who you'll work with
Gabriel KuperusTax Planning SpecialistBook a meeting →
Nicholas SieggreenTax Planning SpecialistBook a meeting →
Conner OmanTax Planning SpecialistBook a meeting →
Operations
Who keeps it moving
Stephanie FriedmanDirector of Business Operations
Amy FlanaganOperations Manager
Meet the specialist you'd be working with.
Consultations are booked directly on a specialist's calendar.