Meet Our Tax Team
At The Retirement Planning Group, our tax team is here to make your tax journey smooth and stress-free, guiding you through the entire preparation and filing process. We believe in tailoring our approach to your unique tax circumstances and taking the time to understand your financial situation.
Our team of Certified Public Accountants (CPAs) brings years of industry experience and knowledge to the table. With your wealth manager and your tax advisor under the same roof, you can leave the intricacies of your taxes to us while you live your best life.
Luke Crowther, CPA
Director of Tax
Meredith N. Dickinson, CPA
Senior Tax Advisor
Elysha Comer, CPA
Tax Advisor
Matthew A. Striegel
Director of Finance and Accounting
Sara Mathes, CPA
Senior Tax Advisor
Lisa A. Sachs
Senior Bookkeeping & Payroll Specialist
Wyatt Phillips
Tax Associate
Ally C. Pepito
Senior Tax Coordinator
Kris Sumpter
Bookkeeping & Payroll Specialist
Gabriel Crowther
Tax Advisor
Joshua Pickett
Tax Associate
Ready for a better approach to your taxes?
Our process begins with an initial phone call, where you’ll have a chance to discuss your tax needs with a team member. At the end of our call, if you decide we’re not right for you, no worries. We’re here to solve problems and make your life easier, i.e. – no pushy salespeople.
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