CCK Strategies
Joel Klein, CPA, is a skilled tax professional with extensive experience in tax preparation and auditing, currently serving as a Tax Project Manager and previously as a Senior Tax Accountant at CCK Strategies since July 2021. Prior roles include Business Tax Senior Associate at RSM US LLP and Senior Tax Accountant at Carr, Riggs & Ingram. Joel has a solid foundation in tax return preparation for individuals, non-profits, and partnerships, as well as auditing non-profits and managing payrolls. Early career experiences include internships at Waypoint Advisory Services, Johnson and Sheldon, P.C., and ANConnect, and a role as Operations Manager at FedEx Ground. Joel holds an education from West Texas A&M University, completed in 2017.
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CCK Strategies
CCK is a non-traditional firm founded in 1997 by three partners motivated to build a new type of CPA firm. Today, CCK is led by partners: John Curzon, Eric Kunkel, Jeff Frable, Aaron Spoon, Kyna Leyva, Luann Rinowski, Caleb Caldwell and Kaitlin Flinn. All these years later, the firm still stands on its founding principle of “service." Over the years, CCK has continued to grow in staff, as well as in depth of experience and service offerings. Today, the CCK team is comprised of over 100 individuals who work together to provide strategic planning solutions to new and repeat entrepreneurs to grow and add value to their businesses. While we’re proud of our heritage, we are excited to build upon our foundation and look forward to the future of creating opportunities and helping our clients succeed.