Our Mission
Our mission is to help real estate investors and business owners minimize their tax liability as much as legally possible by using the tax laws. By providing clear explanations of the rationale behind our strategies, we empower clients to comprehend and appreciate the results of our efforts.
Our Core Values
- Accountability and Transparency: We ensure that we stay abreast of all tax laws and regulations, enabling us to deliver the nest possible results to our clients. By taking full responsibility for our actions and maintaining transparency, we gain your trust and demonstrate our dedication to excellence in every aspect of our work.
- Customer Focus: We recognize the efficiency that technology brings, but we prioritize providing exceptional customer service throughout every stage, from sales to fulfillment. Our commitment is to ensure that each client feels valued and supported, receiving personalized attention and care. By combining advanced technology with a human touch, we strive to exceed customer expectations and build lasting relationships based on trust and satisfaction.
- Community: At our firm, Community is more than just a word—it’s a commitment. We believe that by working efficiently and collaboratively, we create the time and space to foster meaningful relationships, both within our team and beyond. This efficiency allows us to invest in each other’s growth, support our families, and actively contribute to the organizations and causes that matter to us outside of work. By valuing community, we ensure that our professional success is balanced with personal fulfillment and social responsibility.
Ana Karina Klein, CPA
Owner and CEO
Properties Owned: 3, RV/Mobile Home Parks Owned: 1
Her mission is to provide education to those who want to create wealth with real estate by using the rules already established in the internal revenue code. As a proven subject matter expert on these rules, Ana is dedicated to showing others how to use the rules to minimize their tax liability and keep more of their hard-earned money. She is also passionate about teaching the information that they never taught you in school that is necessary to get out of the rat race of the 9-5 world.
Zaysha Sandwick
Accounting and Customer Relationship Manager
Properties Owned: 2
Zaysha has been with us since we started and has since purchased 2 investment properties on her own. She is our accounting expert and our integrator here at The Tax Boss. She has a passion for delivering excellent customer service. Her goal is to make sure that all of our clients have excellent bookkeeping, as she knows how important that is for tax savings.
Rachel Varga, CPA, CRETS
Senior Tax Advisor
Properties Owned: 7
Rachel’s goal is to foster long-term, trusted business advisor relationships through continuous, open-ended communication. Life is constantly evolving – the goal is to put together a strategy with a strong foundation clients can lean on to build their personal and generational wealth using the IRS rules and regulations to minimize their tax liabilities. She owns several properties and understands the issues surrounding the everyday grind. She looks forward to helping you exceed your personal expectations while maximizing the money kept in your pocket along the way.
Candace Kurek
Tax Advisor
Candace brings over 20 years of experience as a tax professional specializing in the real estate industry. Throughout her career, she has helped real estate investors navigate the complexities of the tax code while implementing strategies designed to support long-term wealth building.
Candace recognizes that every investor’s journey is different. As a Tax Advisor, she prioritizes building strong, trusted relationships with her clients, serving as a strategic partner who helps them make informed decisions. Her goal is to help clients maximize the return on their investments while minimizing tax liability through thoughtful planning and proactive guidance