Jamie O’Kane, CPA, CTC is the owner of the Colorado based CPA firm Abundant Beans Tax & Accounting and host of The Abundant Beans Podcast. Abundant Beans Tax & Accounting provides goal-based & proactive tax strategy, tax compliance, and consulting services that make a positive impact on their client’s ability to build sustainable businesses. Their niche is women-owned veterinary practices. Veterinary practice owners are changing the game in their industry and nothing fires up the team at Abundant Beans Tax & Accounting than helping them do it. Jamie has been working with and advising small business owners for almost two decades. …

Jessica L. Smith, EA is a speaker and educator with more than a decade of experience helping small business owners overcome their tax problems and leveraging the federal tax code to save thousands in income taxes. As Enrolled Agent, she has earned the privilege of representing taxpayers before the Internal Revenue Service. She is a candidate for admission to practice before the United State Tax Court as a non-attorney. Jessica earned a Bachelor of Science in Accounting, summa cum laude from California College. She is a member of the National Association of Enrolled Agents, the National Association of Tax Professionals, and …

Fred Stein, CPA, EA is the tax director of BQ Tax & Accounting, Ltd, a firm dedicated to working with small and medium-sized businesses helping them grow and thrive. Fred is an expert in accounting, taxation, business, and cash flow management. In 1988, Fred graduated from SUNY-Oswego with a degree in Accounting. He passed the certified public accounting (CPA) exam a few years later while working for a small CPA firm. When Fred relocated to the West Coast, he realized the value of the multistate EA designation which he obtained in 2019. In 1995, Fred ventured out on his own, working …

Lily Tran, EA, CTC, is the Founder of TaxUSign®, a Washington State firm providing virtual tax help for whatever life throws at you. Lily is licensed by the Internal Revenue Service as an Enrolled Agent (EA), a federal program authorizing her to represent taxpayers before the IRS when it comes to audits, collections, and appeals. Lily is currently studying financial planning at Pepperdine University. She is also a Certified Tax Coach and NTPI Fellow. Lily has over 15 years of experience in accounting, tax, consulting, and advisory services for entrepreneurs, small business owners, and corporations. Lily’s firm TaxUSign® provides high-quality, …