We take pride in our dedicated team of smart, honest, and caring professionals who are committed to going above and beyond for our clients. Their exceptional service and unwavering support ensure that we can assist with any matter and address every need our clients may have. Building and nurturing strong client relationships is our honor, and our team’s dedication makes it all possible.

Elliott Kreppel

President

Elliott, the founder of Kreppel Tax Advisory Group, established the firm in 2005 with a vision to ensure secure retirements for individuals. Over the past 20 years, Elliott has transformed Kreppel Tax Advisory into one of the state’s leading independent tax advisory firms, deeply committed to addressing each client’s unique needs with personalized care. A 1990 finance graduate from University of Hartford, Elliott has guided thousands toward financial stability and peace of mind. His dedication extends beyond clients to his employees, fostering a supportive and thriving work environment. In his free time, Elliott enjoys attending Yankee games with his family, playing racquetball, and contributing to the community through various partnerships.

Jake Kreppel

Vice President, Financial Planning

Jake brings his financial expertise to Kreppel Tax Advisory Group, drawing on his extensive background to guide individuals and businesses toward financial success. A distinguished graduate of the Kelley School of Business, Jake launched his career in the bustling financial hub of New York City, where he crafted his skills at Equitable and JPMorgan Chase before joining our team. Specializing in investment, tax, insurance, and retirement planning, Jake is adept at crafting holistic strategies that align seamlessly with clients’ goals and aspirations. His approach combines meticulous planning with a deep understanding of market dynamics, ensuring that each client receives tailored advice that drives their financial success. Outside of the office, Jake finds balance in life through golf, cheering on the Yankees with Elliott, and spending quality time with his golden retriever, Mason, who occasionally brightens up our office with his cheerful presence.

Krystal Geil Pena

Client Service Associate

Krystal Geil Pena, graduated from University of Northern Philippines with a degree in Business Administration Major in Financial Management. She interned at UCP Bank during her college years and began her career as a Procurement Executive in a Logistics Company in Dubai, where she worked for 3 years. She is currently employed as Senior Associate at Kreppel Tax Advisory Group, specializing client interaction and support. In her role, she acts as the primary point of contact for clients, promptly addressing inquiries and resolving issues. Krystal ensures that all client accounts are accurately managed and up-to-date, handling renewals and updates efficiently. She also proactively reaches out to clients for upcoming renewals, providing necessary assistance and managing related paperwork. Outside of work, Krystal enjoys running and practicing yoga, activities that help her relax and maintain focus in her professional life.

Marian Luna

Senior Manager, Tax Planning/Administrative

Marian oversees daily office operations, manages administrative staff, ensures regulatory compliance, handles client relations, and maintains accurate records to support the firm’s efficiency and client service. She has a degree in Masters of Business Administration at Keller Graduate School of Management (Chicago, IL) and Masters in Project Management at Harrisburg University (Harrisburg, PA). Outside work, she loves binge-watching her favorite TV shows, especially Friends and One Tree Hill. She also enjoys taking videos and editing them into fun montages, whether it’s of her travels, special moments with friends, or just capturing everyday life.

Jemie De Leon

Administrative Assistant

Jemie’s responsibilities include managing client communications, scheduling appointments, and handling necessary paperwork. She is committed to assisting our firm in providing accurate, timely, and personalized tax services that meet our clients’ diverse needs. She has a BS in Management Accounting – Polytechnic University of the Philippines. She enjoys spending time with friends and family or traveling and exploring new places.

Dina Fahmy

Administrative Associate

Dina is known for her exceptional ability to manage the front desk with efficiency and a warm smile. A graduate of Ain Shams University with a BBA in Business Administration and Accounting, Dina brings a solid foundation of business acumen and a wealth of experience to her role. Her background in customer service has honed her skills in handling phone requests with professionalism and a keen focus on finding solutions that satisfy our clients’ needs. Her dedication, combined with her personal touch, makes her a key pillar of our team and a beloved point of contact for everyone who interacts with our office. Outside of her professional life, Dina loves to unwind by visiting friends and family in Egypt during the summer months, taking a well-deserved break from the busy tax season.

Dave Schaffer

Administrative Support Specialist

Dave is the head of our Administrative Back Office Team, overseeing the secure storage and management of client paperwork, tax documents, and essential information. With a keen eye for detail and a commitment to maintaining the highest standards of confidentiality, Dave ensures that all documentation is meticulously organized and readily accessible. His leadership and expertise are crucial in upholding the integrity and efficiency of our administrative operations.

Tax Preparers

David Blumenthal | Arthur Rosenthal | Dhrumit Shah | Danyelle Vill | Ragini Niwargi | Keosha Lee | Barry Schachner | Ron Miller | Lynda Minard | Russell Reeves | Lynn Petrovich