Kevin Russell

Kevin is a recent graduate from the Farmer School of Business at Miami University where he earned his bachelor's degree in marketing and entrepreneurship. After college, he spent his time working full time with clients providing them with comprehensive estate plans after earning his CES (Certified Estate & Trust Specialist) designation through the Institute of Business and Finance. Soon after, he was offered the opportunity to learn more inside the world of tax and financial services with Lifetime Advisors. In his role, he was largely responsible for much of the organization, planning and coordination between the whole of the tax filing and tax planning teams. Moving forward, he is hoping to broaden his knowledge in tax and financial services, whilst also contributing to creating and developing much improved systems for not only our internal team, but also each client.

Ben Lepinski CPA

Ben Lepinski is a Certified Public Accountant in the state of Minnesota. He graduated Summa Cum Laude from Saint John’s University in Collegeville, Minnesota with a BA in Accounting & Finance with a Public Accounting Concentration. After spending 2.5 years in the Big 4, Ben decided to pursue his passion of working with small business owners to help them navigate complex tax situations for clients who may be overlooked by larger firms. Growing up in rural Minnesota, Ben takes extreme pride in helping his community and those around him. For Ben, accounting is a way to benefit those around him and provide trusted advisory services as well as obtaining financial stability and helping clients understand the importance of accurate financial reporting. Outside of work, Ben enjoys spending time with his fiancée, Rachel, and his Sheepadoodle, Kai. His other interests include cars, trivia, and woodworking. Ben is also very active in local cornhole and cribbage leagues. He currently resides in Dayton, Minnesota, about 30 minutes North of the Minneapolis/St. Paul metropolitan area.

Lisa Good

Tax Preparer

I started my professional tax career in 1999, at a large retail tax chain. I took advantage of every tax class that I was offered, worked my way up to Senior Tax Advisor and Assistant Manager at my office. I was doing close to 400 personal returns each year and had the highest rate of returning clients. Eventually I became an instructor there. I also took college courses and earned my associate degree in accounting. In 2017 I left there and started my own tax business, in addition to working full time outside my home. I doubled my clients each year, solely from word of mouth. I understand every aspect of the tax return, the beginning, the middle, and the end, which includes the filing of the tax return, federal, state and city. In December of 2022, I was fortunate to be hired here to do taxes full time, which had always been my dream, and now it’s my reality. I continue to learn every day; my colleagues are tremendously knowledgeable. I am in the Canfield, Ohio office, where I handle the local clients and businesses, as well as our clients all over the county. I address all IRS/State notices, meet with clients and electronically file/paper mail all returns that are complete. I do plan to take the Enrolled Agent Exam this fall, after tax season slows down. I love helping people, it is very rewarding for me. I love learning, and I love my work, I am grateful to be here and to know that I am an asset to this company.

Keeth Steele EA

Sr. Tax Preparer

I am an Enrolled Agent (EA) with Big-4 Public Accounting Firm experience. I’m a strong accounting professional skilled in preparing or reviewing High Net Wealth Individuals using forms and schedules such as Form 1040, Form 1041 and Schedules A, B, C, D, E, F; Small Business Entities using forms and schedules such as Form 1065, Form 1120S and Schedule L, Schedule M-1, Schedule M-2; and larger corporations using forms and schedules as Form 1120, Schedule L, Schedule M-1, Schedule M-2, Schedule M-3. I spent 2-years as an IRS Internal Revenue Agent auditing Self-Employed individuals and Small Business entities. My specialty is accurately filing Ohio Returns such as Commercial Tax Activity returns, Pass-through Entities returns, and Ohio Municipal City and School District tax returns.

Jamila Mansour CPA

Sr Tax Preparer

Jamila Mansour is a Certified Public accountant licensed In Ohio. With over 7 years of professional experience, she has developed a deep understanding of tax regulations and practices. In previous positions, her expertise allowed her to to work with high net worth individuals, trusts, corporations, and partnerships, providing them with comprehensive tax planning and compliance services. She enjoys building strong client relationships and providing personal guidance to help achieve goals.Jamila is a Cum Laude graduate from Cleveland State University where she was involved with many organizations including Beta Alpha Psi. Outside of her career, she enjoys spending time with her husband Mohammad and two sons Zach and Noah.

Emery Rich

Sr Tax Preparer

I grew up in South Texas, I started my journey at H&R Block, I fell in love with tax compliance with individuals and small businesses specializing in working in tax research. I graduated Summa Cum Laude from A&M Corpus Christi in 2022. Moved to Minnesota that summer and I worked at a local mid-size regional firm in Minneapolis where I furthered my knowledge working with a large team of CPAs and gaining more experience in organizing small businesses (S-Corp & Partnership financials), quarterly estimates, and K2/K3 preparation. I'm currently working on obtaining my CPA license here in Minnesota. I look forward to building on the experience I've obtained, my desire to learn and improve is one of my strongest characteristics.

Mark Walker CPA

Director of Tax

Mark is a Certified Public Accountant with over 40 years of tax and investment experience, primarily with HNW clients. While still a student at Pace University, he was recruited into a HNW tax pilot program at Coopers and Lybrand (now Price Waterhouse Coopers LLP). Subsequently, he worked in various HNW tax programs including Rockefeller and Company, the current Rockefeller Capital Management, before he was recruited to financial services. Mark was a Managing Director at Citigroup Global Markets Inc for 19 years, moving to Morgan Stanley where he worked in discretionary and non-discretionary advisory programs before making an intra-firm move to Graystone, the institutional arm of the firm. He currently holds Series 27 and Series 66 licenses. Mark has a BBA in Public Accounting from Pace University and an MBA in Finance from Fordham University. He is married 35 years to his wife Eileen, has four adult children, and currently lives in Pearl River, NY.

Jackie Kwasinski

Bookkeeping Lead

Jackie has over 22 years of experience in the accounting industry. She spent most of her career at a mid-size accounting firm in the Chicagoland area where she started right out of college and was their Controller for almost 15 years. Making the switch from being on the corporate side of accounting to helping small businesses has not only been rewarding for her, but seeing the impact it makes on small businesses has driven her to go above and beyond. Jackie’s personable attitude and attention to detail enable her to tailor each project to the needs of each client. She is strongly committed to providing efficient results and creating solid relationships with her clients.Jackie graduated magna cum lade from Elmhurst University and was a member of the Phi Theta Kappa Honor Society.

Brenda Weingardt

Office Manager

Brenda Weingart, Certified Advanced QuickBooks ProAdvisor Office Manager, Canfield Office Over 20+ years of bookkeeping, office, and QuickBooks experience (both Desktop and now Online versions).

Responsible for local and non-local customer relations (via in person/phone/email), general office tasks, co-managing TaxDome portal, client accounts, compiling final tax return invoices and tax return access to clients.

Outside of work, I love to participate in Revolutionary War Re-enacting and camping. I have 2 grown children, 4 cats, 1 dog, and my daughter (still at home) has 3 indoor rabbits.He’s been fortunate to mentor under a couple of well known and highly regarded tax and financial advisors, becoming practiced at coordinating the financial, legal, and accounting teams needed to solve the multitude of tax exposures faced by the SME community.

Ian Grove

Founder

Ian came into professional services in 1999 via the banking industry and moved into regional mortgage operations management. He remained active in the banking sector as an operations manager through 2011. After a 3 year sabbatical, he decided to pursue a career within the financial service space with a focus on HNW families and their business interests.

He’s been fortunate to mentor under a couple of well known and highly regarded tax and financial advisors, becoming practiced at coordinating the financial, legal, and accounting teams needed to solve the multitude of tax exposures faced by the SME community.