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John Polk received his J.D. from the Sturm College of Law and his Ll.M. in Taxation from the University Denver Graduate Tax Program. He has spent more than 15 years working with entity formation, tax planning, estate planning, and asset preservation. His practice focuses on structures for sole proprietors and high net worth individuals. When he’s not dealing with the tax code, he spends his time chasing his two children and a little white ball around a golf course.
Anbu Chandran is an Enrolled Agent with a Bachelor’s degree in Accounting and Commerce. She has worked with several CPAs in Phoenix valley, assisting in the preparation and planning of individual and business tax returns. She has extensive experience in bookkeeping and accounting across a broad range of industries such as real estate, medicine, legal services, retail, and manufacturing. She has also served as a Client Service Manager, providing accuracy, compliance, and excellent client support within her role. She is passionate about using her knowledge and experience to help her clients implement effective tax and savings strategies. Since 2010, she has been living in the United States with her family. Outside of work, she enjoys dancing, hiking, badminton, traveling, and spending time with family and friends.
Summer Stiebel brings a unique blend of analytical precision and operational insight to her role as a bookkeeping consultant. Her background spans private equity, CPA firm operations, and fund administration, with a specialization in uncovering patterns and inefficiencies within financial systems. She has worked with high-growth startups, family-run businesses, and boutique financial firms to implement sustainable bookkeeping practices that go beyond compliance to support strategic decision-making. Summer is known for her ability to translate complex financial narratives into clear, actionable insights and is passionate about empowering business owners to feel confident and in control of their financial data.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.