Jillian Zadeh

As a Tax Manager, Jillian is responsible for the preparation of complex business tax returns, trust tax returns, and individual tax returns. She performs detail review of those types of tax returns as well. She handles any tax notices that her clients receive. Jillian does not focus on a specific industry but has experience with […]

Susan A. Rickert, CPA

Susan Rickert supports individual and business clients across the country in a wide range of industries including healthcare, hospitality, technology and rental real estate. As a QuickBooks Proadvisor, she excels in implementing and improving accounting systems, and helps small business owners confidently navigate their bookkeeping and compliance with income, payroll, and sales and use tax […]

Stephen Estelle, J.D.

Steve Estelle provides expert guidance on State and Local Tax (SALT) issues to clients across multiple industries. As a licensed attorney with experience in both public accounting and private industry, Steve is adept at helping clients navigate the practical day-to-day aspects of state and local tax. He uses his expertise to identify tax savings for […]

Diane L. Merk, CPA

Diane Merk has over 30 years of public accounting and private industry experience serving as a tax advisor to predominantly closely-held and family-owned businesses and their owners. Much of her career has been devoted to state and local tax issues, with a specialization in multi-state sales and use tax issues and income tax compliance. She […]

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