David P. Stone, CPA*, CFP®
Co-Founder

Dave is a CPA and CERTIFIED FINANCIAL PLANNER^TM Professional.  He earned his bachelor’s degree from Kent State University and his MBA from the University of Dayton. Dave has been a CPA in Ohio since 1989.

Joe Randazzo, JD, CFP®
Co-Founder

Joe is an attorney, a CERTIFIED FINANCIAL PLANNER^TM Professional, and a contributing author of 21^st Century Wealth.  He received his bachelor’s degree from John Carroll University and his JD from the Cleveland-Marshall College of Law and was admitted to the Ohio bar in 1999.

*Legal services are not offered through, nor supervised by Tartan Tax CPAs, LLC.

Kara Grant
Client Service Manager

Kara earned her bachelor’s degree from the Ohio State University. She is highly active in her community and serves as a board member with the Tri-Village Chamber Partnership.