president
Kevin J. Zulch
Kevin J. Zulch, President, earned his Bachelors of Business Administration with a concentration in accounting from Pace University and attained advanced credits in tax and financial planning. Kevin is New York City-trained, and practiced there for twenty-two years while building his private practice. He was a member of the senior staff in the private sector – as a tax manager and senior tax accountant – for JP Morgan Chase’s Private Banking Division, NYC (1983-1991); Sam J. Nole, CPA, NYC (1987-1991; and Cravath, Swaine & Moore, a major law firm, NYC (1991-December 31, 2002). He has developed strategic alliances with a network of professionals in the related fields of insurance, retirement planning, investment consulting, mortgage banking, real estate investment and estate planning to bring clients the latest and best services they expect and deserve with respect to all their financial goals. These professionals will work directly with Zulch Tax clients and interface with Kevin at the appropriate points in time in order to provide clients with a sound financial plan. Kevin has completed the requirements to be part of the Internal Revenue Service Annual Filing Season Program.
Vice President, Partner, Quickbooks Pro Advisor
Angela May
As a partner and the practice manager, Angela is responsible for overseeing all staff, technology, and tax matters. During the tax season, the majority of Angela’s time is spent preparing and reviewing income tax returns including individual, corporate, partnership, estate and trust. During the off-season, most of Angela’s time is spent working with clients to analyze their tax situations, offer tax advice, and handle estimated tax, payroll tax, sales tax, and offer accounting and bookkeeping support. Angela has a Bachelor’s Degree in Computer Information Systems which includes a concentration in both computer programming and accounting. She has decades of tax and bookkeeping experience, is a QuickBooks ProAdvisor, and annually meets the requirements for the IRS Annual Filing Season Program designation.
Founding member
Lisa Zulch
Back in 1983 Lisa started the company with her husband, Kevin, out of their house and has continued to offer her tax advice and expertise as the business has grown and expanded over the years.
Tax PROFESSIONAL
Erin Wade
As an experienced member of the Zulch Tax Team, Erin provides comprehensive tax and accounting support to individuals, corporations, and partnerships. Her expertise includes preparing income tax returns, managing all aspects of payroll—from registration and processing to tax filings—and advising clients on sales tax requirements, registration, and filing compliance. Erin also oversees annual LLC and 1099 filings. In addition, Erin works closely with clients to help them select the appropriate business entity structure and estimate their tax liabilities, providing guidance tailored to their unique financial and business needs.
tax prOFESSIONAL, bookkeeper
Kayla Wheeler
Kayla comes to us with a bachelor’s degree in Finance from SUNY New Paltz and has experience with commercial portfolios and consumer loans at The Bank of Greene County. Her roles in our office include client bookkeeping, payroll processing/filing, sales tax filing, as well as tax preparation on individual, corporate and partnership income tax returns.
tax prOFESSIONAL, bookkeeper
Nicole Chauvin
Nicole has joined our team with an extensive background in retail merchandising and buying. She has years of experience in strategic development through data analysis, inventory management and cost mitigation. Her roles in our office include client bookkeeping, payroll processing/filing, sales tax filing, as well as tax preparation.
TAX PROFESSIONAL, BOOKKEEPER
Laurie Navarra, EA
Laurie brings an exceptional wealth of knowledge to our organization working over two decades as a tax preparer and bookkeeper. She spent 17 years of this time owning and operating her own tax and bookkeeping firm where she mastered the complexities of strategic tax planning and full-charge bookkeeping. As part of Laurie's commitment to regulatory mastery and client advocacy, she earned her Enrolled Agent (EA) credentials which are the highest tax credential awarded by the IRS. This distinction grants her unlimited rights to represent taxpayers before all administrative levels of the Internal Revenue Service. In addition, Laurie is a QuickBooks ProAdvisor which reflects her bookkeeping experience and her knowledge of QuickBooks.
ADMINISTRATIVE ASSISTANT
Allison Gaston
Allison brings years of dedicated customer service expertise to our team. She is the powerhouse of our daily operations, managing office workflows, client communications, and administrative projects such as correspondence, scheduling, and invoicing. Allison is the backbone of our team making sure everything runs smoothly and delivering great service to our clients.
seasonal ADMINISTRATIVE ASSISTANT
Alicia Osban
Alicia will be returning to our team as our seasonal Administrative Assistant. She will assist with emailing tax returns to clients through RightSignature and coordinating the signature process using Knowledge-Based Authentication (KBA). We are happy to have Alicia back to support our team during the busy tax season.