Who we are.

Experts in tax saving strategies and implementation.

We leave no stone unturned when identifying tax savings and creating your plan. The team we have in place provides us the ability to be forward-thinking, develop new strategies for our clients, and back them up should the need arise.

Who we are

Values

Deep roots

Our professionals have provided financial advice, business planning, and tax return preparation services to thousands of clients in all 50 states over the last nearly half a century. We form deep relationships with our clients, and our process and experience allow us to continue our growth trajectory.

Client-focused

We serve clients nationally. However, our process and focus on client relationships allow us to provide custom service to each and every one of our clients. Our team of advisors and tax accountants is dedicated to understanding every client’s needs, markets, and circumstances.

Industry-specific expertise

At The Accounting Lab, we pride ourselves on the industry-specific and specialized knowledge our advisors provide. Our specialists have deep knowledge in their respective industries, so clients can be confident they are supported by a team that understands their needs and recognizes the trends, challenges, and opportunities that shape their industries.

Successful strategies

The strategies we design and implement are unique to every client based on their specific circumstances, industry, market, and goals. Through the implementation of these strategies, our clients, on average, realize an increase in take-home profit of over 14% (after The Accounting Lab fees) within the first year with The Accounting Lab—a ROI that sets The Accounting Lab apart from all other firms.

Team

We are seasoned tax advisors and financial experts dedicated to helping businesses and individuals navigate the complexities of taxation with confidence. With years of industry experience, we provide strategic tax planning, compliance solutions, and financial guidance tailored to your unique needs.

Dr. King McCray, Ph.D.

Dr. King McCray, Ph.D.

Co-CEO/Co-Founder

Robert Craig, MBA

Robert Craig, MBA

Co-CEO/Co-Founder

Greg Dorris, CPA

Greg Dorris, CPA

Chief Operating Officer

Christie Marshman, MBA

Christie Marshman, MBA

Chief Growth & Development Officer

Claudia Albright

Claudia Albright

Head of Finance

Leila Howell, SHRM-SCP

Leila Howell, SHRM-SCP

Head of Human Resources

Wesley Seip

Wesley Seip

Head of Compliance and Technology

Shawn LeChien, CPA, MTax

Shawn LeChien, CPA, MTax

Head of Tax

Daniel T. Sullivan, ESQ., MBA

Daniel T. Sullivan, ESQ., MBA

Head of Advisory Services

Christopher Kelly, JD

Christopher Kelly, JD

Sr Business Advisor

Christopher Bryant

Christopher Bryant

Business Advisor

Kristina Flores De Leon

Kristina Flores De Leon

Associate Business Advisor

Chris Underwood

Chris Underwood

Business Advisor

Tiffany Milton

Tiffany Milton

Associate Business Advisor

Victoria Vahid

Victoria Vahid

Associate Business Advisor

Steve Brown

Steve Brown

Associate Business Advisor

Are you ready to find the right strategies to minimize your tax burden, increase revenue and maximize profit? Let's chat!