Randy Elder, managing partner, has more than 20 years of tax and financial planning experience, serving individuals, families, small businesses, and trusts. He was a Revenue Agent with the Internal Revenue Service (Field Auditor) for 5+ years. Randy is a Certified Public Accountant (CPA), holds the Personal Financial Specialist (PFS) designation from the AICPA, and is an Enrolled Agent (EA). He is a graduate of California State University, Fresno.
Nicholle Rock, tax manager, has over 10 years' experience providing tax and consulting services to small businesses and individuals. Nicholle is a Certified Public Accountant (CPA) and completed the Master of Science in Taxation (MST) program at San Jose State University. She earned her bachelor's degree in Accounting from California State University, Stanislaus.