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 | The Retirement Planning Group

Luke Crowther, CPA

Director of Tax

Meredith Dickinson, CPA - Senior Tax Advisor | The Retirement Planning Group

Meredith N. Dickinson, CPA

Senior Tax Advisor

Elysha Comer, CPA - Tax Advisor | The Retirement Planning Group

Elysha Comer, CPA

Tax Advisor

Matt Striegel - Director of Finance and Accounting | The Retirement Planning Group

Matthew A. Striegel

Director of Finance and Accounting

Sara Mathes, CPA - Senior Tax Advisor | The Retirement Planning Group

Sara Mathes, CPA

Senior Tax Advisor

Lisa Sachs - Tax Accountant | The Retirement Planning Group

Lisa A. Sachs

Senior Bookkeeping & Payroll Specialist

Wyatt Phillips - Tax Associate | The Retirement Planning Group

Wyatt Phillips

Tax Associate

Ally Pepito - Tax Administrator | The Retirement Planning Group

Ally C. Pepito

Tax Coordinator

Kayla Coleman | The Retirement Planning Group

Kayla Coleman

Tax Coordinator

Kris Sumpter | The Retirement Planning Group

Kris Sumpter

Bookkeeping & Payroll Specialist

Gabe Crowther | The Retirement Planning Group

Gabriel Crowther

Tax Advisor

Josh Pickett - Tax Associate | The Retirement Planning Group

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.

Tax Interest Form Horizontal
What type of tax return do you typically file?

If you are a current client, please call our office at (913) 498-8898 to speak with your Wealth Manager, CPA, or Client Relationship Manager.

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