Steve, co-founder and managing member of Turner, Leins & Gold, LLC has over 20 years experience in accounting and taxation. Steve is responsible for overall quality control, management practice, and practice development. Prior to founding the company, he acquired extensive experience in both private industry and public accounting. His private experience has included controller of a multi-million dollar construction contractor and supervisor of a cost accounting section for a large insurance carrier. In public accounting, Steve has a broad range of experience in all aspects of accounting and taxation.
Examples of Steve's experience include the following:
Income tax preparation of all types for profit and non-profit entities, trust, individuals and estates
IRS audits for domestic tax cases
Income and estate tax planning
Audits of non-profit organizations, such as homeowners associations, education, and the performing arts
Audit of construction contractors, manufacturers, retailers, and service firms
Expert witness in domestic and business civil cases
Audits of pension and profit sharing plans, health and welfare trust funds
Steve is a Certified Public Accountant who prides himself on being active in the community. He has served as Treasurer of his homeowner's civic association and several youth organizations. He also currently serves as a member of a local bank's Advisory Board. Steve earned his Bachelor of Science in Accounting from George Mason University.
Isabel is responsible for staff coordination, professional development, and small business services. Prior to joining the firm in 1998, she served as controller for a local construction contractor. Since joining the firm, Isabel has earned extensive experience in accounting and taxation.
Some of the engagements led by Isabel include the following:
Preparation of tax returns for individuals corporations, partnerships, trusts, and pension plans
Tax projections and planning
Application for non-profit tax status
Audits, reviews, and compilations for construction contractors, manufacturers, non-profit entities, and other business organizations
Business consulting and QuickBooks training
Isabel is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants. She earned her Bachelor of Science in Accounting from George Mason University.
Drew joined Turner, Leins & Gold in early 2000. Drew is an Enrolled Agent and the Senior Tax Manager within the Vienna office. As such, he both prepares and reviews tax returns for individuals, corporations, non-profits, and trusts. Drew is also a certified online QuickBooks advisor. Drew's extensive experience also includes audits, reviews, and compilation reports for non-public companies, non-profit entities, and homeowner associations. He is a graduate of Radford University and in his free time enjoys coaching his children's football teams.
Stephanie earned her Bachelor of Science degree in accounting from the University of Maryland, College Park. She is an experienced auditor working several years in both the government sector and in public accounting. Her areas of expertise include audits, reviews and compilations of non-public companies, non-profits, and employee 401(k) plans. Stephanie is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants. She is also an active member of the community and serves on the board of directors of the Loudoun Abused Women's Shelter and in a volunteer capacity for her Church and other local organizations.
Geoffrey entered the public accounting field in 2010, right after graduating from the University of North Carolina at Charlotte in 2009 with a dual major in Accounting and Finance. Geoffrey specializes in tax planning, tax preparation, financial statement audits, compilations and reviews, and general business consulting. He is a member of the American Institute of Certified Public Accountants (AICPA) and the Virginia Society of Certified Public Accountants (VSCPA). In his spare time, he enjoys golfing, hiking, and spending time with family.
Rosemary has worked in the field of accounting, both public and private, for over 40 years. Her private accounting experience includes comptroller of two real estate investment firms in Arizona and California. In the past, she has additionally held licenses in real estate and securities. She is a federally licensed Enrolled Agent and a Certified Public Accountant in the Commonwealth of Virginia. She is also a Fellow of the National Tax Practice Institute. From 1999 to 2016, Rosemary owned and operated a full-service accounting firm in Fairfax and Vienna. She has an extensive background in tax preparation and representation. Her volunteer positions have included treasurer of PTAs, Officers Wives Clubs, and Homeowners Associations.
Christine is enrolled to practice before the Internal Revenue Service as an Enrolled Agent. She has worked in tax preparation for over 12 years. She is an active member of the National Society of Enrolled Agents, the Virginia Society of Enrolled Agents, and the local Northern Virginia Chapter of VASEA (where she was recently a director on the board). Core practice areas include tax return preparation for individuals, businesses and trusts, as well as bookkeeping.
Courtney is an Enrolled Agent with over 15 years experience in income tax preparation. She is a member of the National Association of Enrolled Agents and the Virginia Society of Enrolled Agents. Courtney received her Bachelor of Arts from the University of North Carolina and is studying to become a Certified Financial Planner at the University of Virginia. In her spare time, Courtney plays tennis and travels to wherever her children happen to be.
Pam is an Enrolled Agent and has been employed in the income tax preparation field for 24 years. She is a member of the National Association of Enrolled Agents, the Virginia Society of Enrolled Agents, the Northern Virginia Chapter of Enrolled Agents, and the Accountants Society of Virginia. She is a National Tax Practice Institute Fellow and is also an active member of the BNI Positive Power Chapter. Pam was awarded a Bachelor of Science degree from South Dakota State University and has 20+ graduate education hours. She has been married for 35 years to her husband, Steve, and has three adult children, 2 cats, and enjoys reading, bridge, college football & basketball and professional baseball.
Rebecca is an Enrolled Agent and has been preparing taxes for many years. She is a member of the National Association of Enrolled Agents, the Virginia Society of Enrolled Agents and the local Northern Virginia Chapter, and the Accountants Society of Virginia. She is a National Tax Practice Institute Fellow. Rebecca holds a BBA from the University of Mississippi with a degree in Accountancy. While at Ole Miss, she was in Beta Alpha Psi (Accounting Honorary), Omicron Delta Epsilon (Economics Honorary) and Phi Gamma Nu (Women in Business Honorary). She has been married 32 years to her husband, David, and has two adult children and three dachshunds that run the household! Rebecca is an active member in Alexandria The Great chapter of BNI.
Justin earned his Bachelor of Science in Accounting from Fairmont State University in 2008. His core practice areas include tax prepration services for individuals, corporations, partnerships, and trusts. Justin's favorite part of the accounting profession is the client interaction. Justin enjoys directly communicating, developing, and maintaining relationships during the year with clients, to provide the best service possible related to tax matters. It is his belief that in order to gain knowledge of a client's tax situation and to identify planning and consulting opportunities, maintaining an open line of communication with clients is imperative. On a personal note, Justin enjoys spending his time away from the office relaxing with his wife and two dogs.
Jon earned his MBA and Bachelor of Science in Finance from Radford University. Upon graduation, Jon joined TL&G as a staff accountant in 2012. Since joining the firm, Jon has performed and assisted in the completion of a variety of tasks. Jon regularly prepares individual and corporate tax returns for small businesses as well as audits, review, and compilations for Homeowners Associations and non-public companies.
Since joining the firm, Heather has been instrumental in broadening the firm's reach into the local business community. She is a skilled bookkeeper and processes payroll for a number of small businesses. Heather also regularly prepares individual and small business returns.
After working in the congressional offices of two members of the tax-writing House Ways and Means Committee, followed by employment as an executive assistant in government relations offices, Irene moved into tax preparation. Irene's work primarily involves assisting clients in registering for payroll tax accounts, preparation of payrolls and payroll tax returns, and bookkeeping.
Marilyn graduated with a Bachelor of Science in Languages from Georgetown University and worked for the World Bank for five years, traveling to Africa several times as an accounting assistant. On return to the workforce after raising a family, she obtained her bookkeeping certificate and subsequently worked with a number of small businesses over the next several years, acquiring extensive experience in QuickBooks. Marilyn then shifted her focus to business and individual tax preparation and Homeowners Associations audits. Marilyn also volunteers with the IRS Volunteer Income Tax Assistance Program (VITA) and never gets in the car without an audiobook plugged in.
Michael earned his Bachelor of Science in Accounting from the University of Alabama in the spring of 2016. That summer, he joined the TL&G team as a staff accountant and has been conducting audits and corporate tax returns for Homeowners Associations ever since. In his free time, Michael enjoys watching Alabama football and exploring all that the Washington, DC Metro area has to offer.
Nicole graduated with a Bachelor of Science in Finance from George Mason University in 2016. She joined the TL&G team in 2017 as a staff accountant and auditor. Nicole is eager to dive into the accounting field and is looking forward to developing client relationships. Nicole enjoys hiking and kayaking in her free time.
Beth joined the firm most recently to serve on the front line for client reception and services and on the back line for assembly of the final tax or audit product. She returns to a full-time position after raising three kids with her husband in Vienna for the last 25+ years. Beth used her business degree from UNC-CH to do various jobs from bank examining and bank stock research to support work for a financial planner, as well as in the small business office and property management environments. She still enjoys working with the Fairfax Board of Elections and is happy to be part of the TLG team.
As firm administrator, Carmen assists in overall day-to-day operation of the firm, including recruiting, employee training, technology rollout, billing, and workload balancing. She is responsible for providing administrative leadership for the firm and serves as a liaison between the firm's locations.
Carmen spent the first 20 years of her career in mortgage banking, as both a senior mortgage banker and senior lending manager. Carmen received her Bachelor of Arts from Stetson University in 1995 and Master of Urban and Regional Planning from Virginia Tech in 2012.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® flame logo, which it awards to individuals who successfully completed initial and ongoing certification requirements.