OUR TEAM

A Team Committed to Your Success

Meet the professionals dedicated to delivering trusted, high-quality financial guidance at FAN.

Amar Patel

Tax Director

CPA CFP®

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Jim Klein

Senior Tax Preparer

EA

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Linda Lee

Tax Accountant

EA

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Jack Harney

Client Service & Tax Associate

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Christina Coulter

Tax Administrative Assistant

CRTP & Notary Public

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Get a Free Estimate

Get an accurate estimate for your upcoming tax work with a review of your prior year returns.

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