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A Veteran-owned Small Business

Fulcrum6 Services specializes in full business lifecycle strategic planning and consulting services, tax planning and debt resolution representation, and specialized business quality and process improvement advice. We support customers in Alaska, Hawai’i, Maryland, New York, Virginia and West Virginia.

We have certified expertise in Project Management, Earned Value Management, Change Management and Process Improvement, Enterprise Architecture and Quickbooks. Our consultants hold certification as Project Management Professionals (PMP) by the Project Management Institute, QuickBooks by Intuit, Change Management by Prosci, Capability Maturity Model Integration (CMMI) by the Software Engineering Institute, and ITIL v3.

Contact us at info@fulcrum6.com to learn more.

business-planning

Our Team

Jeff Randall
Principal Consultant

Jeff represents customers in Alaska, Hawai’i, Maryland, New York, Virginia, and West Virginia.  He has over 25 years of experience in Federal Government, DoD and project management and process improvement.  He holds a PhD in Public Administration.

Dr Randall is certified as a PMP by the Project Management Institute and a certified Change Manager by Prosci.  He is a member of the Software Engineering Institute (SEI), Armed Forces Communications and Electronics Association (AFCEA),the American Society of Public Administration (ASPA) and the Veterans of Foriegn Wars (VFW).

Diana Lopez-Randall
Consultant

Diana provides bilingual (English/Spanish) tax services.  With over 11 years of tax experience, Diana understands filing income taxes can be a stressful experience.   She explains and educates clients on taxes so you can better understand your situation.

“When my clients understand their situation better, we can work together to take control and plan your future finances so you worry less about taxes.”

Diana specializes in helping Latino taxpayers understand U.S. taxes and take advantage of all the deductions and credits.  She helps clients legally pay less income tax and have more money in their paychecks.

Joana Aguilar
Consultant

Joana joined Tax Break as lead Service Representative for our inaugural Tax Season.  She studied as a tax intern in 2014 in preparation for her role as a Tax Advisor for Tax Season 2015.

In addition to personal income tax return preparation, Joana specializes in Tax Break’s signature Refund Pressure & Prescription (RP Rx) process.  RP Rx analyzes taxpayer unique circumstances to identify the minimum amount of income tax to have withheld to meet year-end tax obligations and increase the amount of each paycheck.

Joana specializes in helping same-sex couples take full advantage of  deductions and credits available to all married taxpayers.