EXPERIENCED
AND RESOURCEFUL TAX
SPECIALISTS
Randall Klein, MBA, EA
President & Lead Tax Advisor - 19 Years experience
Randall has been helping build the wealth of
his clients since 1991 when he founded the
predecessor to WBTax. Randall is an Enrolled Agent and is
well-qualified to resolve all types of tax problems. In
addition, Mr. Klein is a licensed Investment Adviser
Representative. This dual background gives him the skills to
create a broad-spectrum financial plan for his clients by
incorporating tax defense with sound financial strategies.
Currently, Randall works with clients that include
medical professionals, real estate agents and loan brokers,
financial and insurance brokers and agents, and other small
business owners. Mr.
Klein has personally prepared or reviewed over 30,000 personal
and business tax returns over the past 19 years.
Randall has also
significant experience in representing
clients in examinations and debt
reduction before the IRS.
AGGRESSOMETERTM
A visual representation of how conservative or aggressive I am.
my rating:
8.2 / 10
1 2
3 4 5
6 7 8
9 10
"As a client, if you request me to be more conservative, I will
do so! We are both responsible!"
Bobby W. McDonald, CPA
Tax Specialist - 4 Years at WBTax
Bobby has over 30 years
experience in the accounting and tax. He
has handled complex returns for
businesses with multi-tiered ownership
and is familiar with all manner of
partnerships, corporations, and sole
proprietorships. Bobby has worked for
small firms and large firms, and even
was a sole practitioner for a few years.
Bobby is rather quiet most of the time
and loves to crank out quality tax work
in a timely fashion.
AGGRESSOMETERTM
A visual representation of how conservative or aggressive I am.
my rating:
6.2 / 10
1 2
3 4 5
6 7 8
9 10
"As a client, if you request me to be more conservative, I will
do so! We are both responsible!"
