Meet the Team

Roger Garay, E.A., M.B.A.

Co-Owner, Enrolled Agent, Tax Preparation, Representation & Corporate Services Manager 

Roger became an Enrolled Agent (licensed by the IRS to Represent Taxpayers) in 1979. He handles Individual and Business entity tax returns, Tax audit representation and Problem Resolution, Business Management, Business Incorporations or LLC Formations, and Financial Consulting year round. During a 40 year business career (after 6 years of active duty as an Officer with the US Air Force), Roger held senior accounting and Chief Financial Officer positions in a variety of industries, and was employed by Intuit in a Quality Assurance capacity to rigorously test, prior to release, the ProSeries tax preparation software that we use in our office. Roger holds an MBA from the University of Chicago and an MS in Finance from the University of Southern California. He is fluent in Spanish. Roger makes his home in Alpine. Roger@olbts.com


jpeg CKChristy Kohl, E.A., NTPI Fellow

Co-Owner, Enrolled Agent, NTPI Fellow, Tax Preparation, Representation & Bookkeeping Supervisor 

Christy became an Enrolled Agent (licensed to represent Taxpayers before the IRS) in 2006. In addition, she became an National Tax Practice Institute (NTPI) Fellow in 2011. NTPI Fellows have completed a stringent, three-level program of study that covers all facets of representing clients before the IRS. They have learned to guide their clients through the often challenging maze of IRS codes, internal regulations and agency structure. Christy sits with appointments and is available for Business or Tax consulting and IRS Representation throughout the year. Christy lives in Alpine with her Family. Christy@olbts.com

 

Janet Ryan Morse, E.A.

Co-Owner, Enrolled Agent, Tax Preparation, Office Manager 

Jan became an Enrolled Agent (licensed by the IRS to Represent Taxpayers) in 2013. In addition has, for 30+ years, held positions of increasing responsibility in the banking, and bookkeeping industry, as well as in “pro bono” Treasurer positions with various Non-Profit Organizations. Jan prepares Individual as well as Business Entity Returns. In October 2016, Jan was installed as Director of Finance for the Alpine Mountain Empire Chamber of Commerce. She supervises our staff and is our Chief Financial Officer.  Jan lives in Alpine. Jan@olbts.com

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Tanya Schaffer, C.R.T.P.

California Registered Tax Preparer, Tax Audit Specialist, Office Administrator, and Notary Public. 

Tanya brings to our Clients over 16 years of administrative experience in a variety of industry settings, including Legal, and Financial with a variety of job duties that included in-house Bookkeeping. During the 4-plus years prior to coming to us she worked in the Escrow industry. That experience has made it easy for her to transition into our Audit Specialist. She is the “glue” that keeps us all working together as a Team and the “grease” that keeps the work flowing between workstations. Hers is the first friendly face you encounter when you come to our office. Tanya has been with our firm for nine years. Tanya lives in San Diego.


Kristin Tillman, Bookkeeper

Kristin has been our energetic, trusted and knowledgeable employee for the past seven years. You have seen Kristin if you’ve had a Saturday or Sunday tax appointment in our office. We are so pleased that Kristin is now here year round as our bookkeeper. Kristin and her Family live in El Cajon.


Anna Morse, Office Assistant

Anna comes to us from a customer service background. She has worked in our office seasonally for the last ten years. Anna does several other jobs throughout the year but will be back again for the 2017 tax season.