THE FOUNDERS

We founded Payne Financial Consulting to provide you with the help you need to thrive financially... to help you comply with the complex and ever-changing tax laws... and to protect your best interests. Here is a brief overview of our backgrounds. Please call us with your questions. We’d love to hear from you!

Mark W. Payne, EA, CFP®

Mark W. Payne joined Payne Financial in 1998. An Enrolled Agent and CERTIFIED FINANCIAL PLANNER™ practitioner, Mark’s expertise includes tax preparation and planning ranging from simple individual returns and estates to complex corporations. Mark also manages Payne Financial’s team of bookkeepers for in-house reconciliations, out-sourced bookkeeping, payroll and sales tax returns.

Mark grew up in the Midwest. In 1988, he earned the rank of Eagle Scout and then went on to graduate from Rice University, cum laude with a degree in Physics. Mark began his career in the actuarial department at Watson Wyatt Worldwide, a benefits consulting firm. Mark then moved to Pacific Retirement Plans, Inc., where he managed the defined benefit department, concentrating on tax return preparation for small company retirement plans.

Mary Anne Payne, CPA

Mary Anne Payne founded Payne Financial in 1997. A Certified Public Accountant, Mary Anne has a wealth of experience with closely-held corporations and their owners, expatriate compliance issues, and estate taxation.

A Bay Area native, Mary Anne graduated from Rice University, magna cum laude, Phi Beta Kappa. Her professional career began at PricewaterhouseCoopers, LLP, where she consulted with expatriates and foreign nationals. Mary Anne transferred to the financial planning department where she advised senior executives on a broad range of financial issues. Mary Anne is a member of the American Institute of Certified Public Accountants.