| About Us Jeffrey
Alan Adelstone, E.A., CFP, RFC, ABA, ATA, ECS, CSA

Jeff Adelstone is President of The AFS Tax and Planning Group—a
firm specializing in Income Tax Preparation, Financial Planning,
and Financial Consultation. Now completing his 40th year in
business in Tucson, Adelstone is also a Past
President of the National Society of Accountants—a
professional society representing the interests of over 30,000 accountants, income tax specialists, and financial planners. Over
the years, he has also become the only individual to have served
as president of both The Arizona Society of Practicing
Accountants and the Arizona Society of Enrolled Agents. Further,
he is the only individual in the history of both professional
associations to have served on the National Board of each group.
Jeff has been active professionally, acting as an Advisor to
the Commissioner of the Internal Revenue Service-Mark W.
Everson. Prior to that, he served in the same capacity for
Acting Commissioner Robert Wenzel and also for Commissioner
Charles Rossotti who preceded him. His responsibility over his
four years of service necessitated that he spend roughly one
week every other month in Washington, DC, counseling and meeting with
Senior IRS officials.
Since the year 2000, Jeff s name and write up have appeared
18 times in lists of the 100 Most Influential People in
Accounting and four times in a list of the 100 Most Influential
People in Financial Planning. Those honors were published in the
professional trade publications of Accounting Today, the NPA
(National Public Accountant), and CPA Magazine. He holds both a
Bachelor's degree as well as a Master's degree from the
University of Arizona, and is a Certified Financial Planner (CFP)
and an Enrolled Agent (EA).
Currently, Jeff holds licenses for Series #7, #24, #63
and #65. Further, his is licensed by the State of Arizona in
Real Estate, Life and Health Insurance, Annuities and Casualty
Insurance. His corporation is licensed by the State of Arizona as a Registered Investment Advisor. His professional achievements
have been recognized by Senator John McCain (AZ) Representative
Jim Kolbe (AZ), former Senator Dennis DeConcini (AZ) and former
Director of the Arizona Department of Revenue, Elliot Hibbs.
In 1985, he was honored as the National Accountant of the
Year, and again in 1988 as the Small Business Administration's
Arizona Accountant Advocate of the Year. Jeff has developed
quite a reputation as a seminar speaker, having provided
programs for professional organizations throughout the United
States, and is frequently consulted as either a source or has
been quoted in such prestigious publications as The Wall Street Journal,
USA Today, Money
Magazine, Kiplinger Report (formerly Changing Times), Financial
Planning Magazine and Accounting Today. His professional
articles are frequently published in leading industry
publications. He is presently serving as Treasurer for the Tax Accounting Standards Board of the Accreditation
Council for Accountancy and Taxation.
Linda Marie Mullins, C.P.A., M.B.A.
Linda Marie Mullins is an Air Force brat who was born in South
Dakota and lived in Idaho, Maine, Washington and California
before finally moving permanently to Arizona in 1967. After
graduating from Palo Verde High School, she attended the
University of Arizona, obtaining a Bachelors degree in English
Literature and then, ten years later, a Masters in Business
Administration with a specialty in Accounting. Linda passed the
Certified Public Accountancy exam and was awarded her C.P.A.
certificate in 1985.
Linda first started working for Jeff in 1981 while completing
course work for her M.B.A. and then continued for many years to
prepare taxes for him on a part-time basis while holding various
positions in private industry as a Financial Analyst, a Finance
Manager, and a Controller. With over twenty-five years of tax
and finance experience, currently she not only prepares taxes,
but also handles most of the amendment and IRS audit work at the
AFS Tax and Planning Group.
Paul Edward Simpson, B.A., MBA
Paul Edward Simpson, Financial Representative, of Adelstone
Financial Network, Inc. was born and raised in New York City.
After graduating from the Bronx High School of Science and
attending Hunter College, he headed for the warm breezes of
Hawaii. He earned his Bachelor of Arts in Psychology and a
Masters of Business Administration at the University of Hawaii.
Holding various management positions for a major airline
brought him to exotic places such as San Francisco, Phoenix and
Indianapolis.
Paul was married in 1995 and is the father of a son and
daughter. Paul is now a permanent resident of Tucson, a land of
beautiful sunsets.
Sandy Dunford, EA
Sandy Dunford received her B.A. degree from George Mason
University in Fairfax, Virginia. She has practiced in the tax
and accounting field since 1979.
A former Olympic hopeful (Swimming), Sandy is also a world
traveler, as she has been married to David Dunford for over 40
years. Prior to his retirement, David served as a diplomat for
the U.S. Foreign Service with stations in Oman, Ecuador,
Finland, Iran, Saudi Arabia, and Iraq. Dave is still active as a
specialist in Mid East relations, and was already on the ground
in Baghdad during the first weeks of the war in a consulting
capacity. Sandy and David have two children and three
granddaughters.
Sandy is equipped to handle virtually all types of income tax
returns.
Carolyn A. Mc Nichol, EA
Carolyn A. Mc Nichol was born and raised in Chatham, New
Brunswick, Canada. After high school she attended Business
College in Fredericton, N.B., Canada.
Carolyn's husband was active duty US Air Force for over 25
years. They called home where they were stationed nine different
times across the country in CO., FL. & N.H. and across the
Atlantic to England (once) and Germany (twice) and out in the
Pacific on the Island of Oahu, Hawaii for five years. They both
became PADI Scuba Rescue Divers. For four years they enjoyed
many dives off the Hawaiian shores. Carolyn's husband retired
from the USAF in 1995 and they made their home in Tucson, AZ,
with her husband's family from Michigan and Carolyn's family
from the east coast of Canada --neither wanted to shovel snow in
winter.
Carolyn has over 27 years of experience in tax preparation &
planning for individuals as well as business entities, estates &
trusts. Carolyn is an Enrolled Agent (EA) with the IRS for over 10
years and is a member of the SAZEA and NAEA. On May 4, 1994,
Carolyn became a US cilizen. Carolyn was married to her husband
in 1973 and has one daughter.
Michael West, EA, MBA
Michael West, EA, MBA, received his Bachelor of Arts degree from
Michigan Tech prior to entering the United States Air Force
where he served for 27 years before retiring. During that time,
he earned his MBA degree from Golden Gate University.
After his retirement, he moved his family to Tucson in 1995, and
has been sewing local taxpayers since that time. He is qualified
to prepare all types of tax returns, and his personal interest
lies in maximizing investment returns for his clients. Mike
earned his EA designation in 2006.
Mike spends his spare time traveling, enjoying antique
motorcycles and in exploration of the Internet.
Louise Kioski, EA, MBA
Louise was born in Wisconsin and lived in Minnesota and
California before moving to Arizona in 2003. She received her BS
from the University of Wisconsin — Madison and Masters in
Business Administration from the University of Minnesota -
Minneapolis.
Louise passed the Certified Public Accountancy exam in 1990. She
became an Enrolled Agent with the IRS in 2004 and is a member of
the SAZEA and NAEA. Louise has held various analytical positions
in Public Utility accounting in both California and Arizona.
Louise has three years of full-time tax experience. She has made
Tucson her new home loving the beautiful cloud formations and
sunny weather.
Margurite (Peggy) Lanning
Peggy Lanning is one of the newest additions to the staff of the
AFS Tax & Planning Group. Peggy brings 12 years of tax
preparation experience to the professional staff Prior to
joining the AFS staff, Peggy held the title of "Senior Tax
Advisor" in her previous position.
Peggy is a local product, having been raised right here in
Tucson. She is presently working towards her degree in
accounting and towards the successful completion of her Enrolled
Agent designation.
Peggy has been married ten years and has one son. Her personal
interests include Singing, Baseball, and is a "Tournament
Quality Dart Throwing Champion". If you run into this young lady
in a bar, don't make the mistake of taking her on in a game of
darts!
| IMPORTANT NOTE: Jeff Adelstone is a registered
representative with the following registrations: Series
#7, #24, #63 and #65 and can transact business with
clients in Arizona. Jeff Adelstone is also an Investment
adviser agent licensed in Arizona. Jeff Adelstone is
Insurance licensed in Arizona. If you are not a resident
of the states noted above, all investment-related
information on this site is for informational purposes
only and does not constitute a solicitation or offer to
sell securities, investment advisory services or insurance
services over the Internet. Securities offered through HD
Vest Investment ServicesSM. Member SIPC, Advisory
Services offered through HD Vest Advisory ServicesSM,
Non-bank subsidiaries of Wells Fargo & Company. |
|