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 lives in Alpine. Roger@olbts.com
Christy 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 a 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. She has learned to guide her clients through the often challenging maze of IRS codes, internal regulations and agency structure. Christy can prepare all types of personal and entity tax returns. She sits with appointments and is available for Business or Tax consulting and IRS Representation throughout the year.
Christy lives in Alpine. 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
Tanya Schaffer, C.R.T.P.
California Registered Tax Preparer, Tax Audit Specialist, Office Administrator, and Notary Public.
Tanya brings to our Clients over 17 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. Hers is the first friendly face you encounter when you come to our office. Tanya has been with our firm for eleven years.
Tanya lives in El Cajon.
Kristin Tillman, C.R.T.P
California Registered Tax Preparer, Bookkeeper
Kristin has been our energetic and trusted employee for the past eight years. Kristin is our helpful, knowledgeable and friendly 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 2019 tax season.