Student Loan Tax Experts™
Student Loan Tax Experts™ is a subsidiary of Magni Publicani, LLP (Latin for “great tax preparers”), the partnership formed by Erik and Ben when they joined forces in 2019 to assist student loan borrowers and financial advisors looking for tax preparers who understand taxes and student loans.
Erik O. Klumpp, EA, CFP®
Erik was born in Michigan, grew up in northern Indiana, and now resides in Rochester Hills, Michigan with his wife, Stacie, his two sons, Olen & Max, and his Chesapeake Bay Retriever, Hoosier.
Erik spent a year test-driving a mechanical engineering degree at Kettering University before going on to earn his Bachelor of Science in Finance from Indiana University in Bloomington, Indiana. After graduation, Erik worked with a number of top registered investment advisor firms in Michigan before founding Chessie Advisors and Chessie Tax in 2014. Erik has nearly 18 years of financial planning and tax preparation experience.
Erik is a Certified Financial Planner™ professional and an Enrolled Agent, being able to represent his tax clients before the Internal Revenue Service. He is a member of the National Association of Enrolled Agents, the XY Planning Network, and the National Association of Personal Financial Advisors (NAPFA).
When he’s not helping clients, he can be found at his wife’s school, cheering on the Troy Athens Red Hawks, at home playing with his sons or attending their sporting events, perfecting his homemade sourdough pizza dough recipe (he’s a self-proclaimed pizza connoisseur), or listening to Jimmy Buffet music.
He enjoys vacationing in Folly Beach, South Carolina and spending summer weekends at Indiana Lake in Northern Indiana. Erik is passionate about Indiana Hoosier basketball, Notre Dame football, the Detroit Tigers, and whichever sports teams his sons are on.
Ben Martinek, EA, CSLP®, CFP®
Ben started his own financial planning firm, Bona Fide Finance, in 2015 after realizing the conventional business model of financial services was ripe with conflicts of interest. While also studying to become a Certified Financial Planner, it became apparent that individual tax work was indispensable to holistic advising, so Ben became an Enrolled Agent in 2016 and worked with a mid-size accounting firm for several years to gain experience on tax matters. After assisting a few dozen clients who needed significant assistance in student loans, Ben acquired the Certified Student Loan Professional (CSLP®) designation in 2019 to hone further his skill set on this subject, making him one of a few professionals in the country who’s knowledgeable in personal finance, individual taxation and student loans.
Ben works hard, but he also relishes in the fruit of his labor. In addition to his studies pertaining to finance and philosophy, he likes to garden, hike, make home improvements and woodwork. He and his wife live in Bismarck, ND, are involved in their local Catholic parish and have two darling daughters, Edith and Virginia. Ben relaxes by grilling, smoking a pipe, canoeing the Missouri River and sailing Lake Sakakawea!
The fourth of nine children, Ben grew up in rural Indiana. Early in life, he felt strongly moved to serve others and thus attended seminary, graduating with a Bachelor of Arts in philosophy and classical languages. Having once considered an academic career, he continued his philosophy studies and obtained a master’s degree. Upon realizing the challenges with the job market in academia, he sought other career paths, some of which included construction and truck driving–in fact, Ben and his wife Deb spent the first few years of their marriage as team over-the-road truck drivers, logging over 600,000 miles in the “lower 48,” visiting every metropolitan area and traveling over 90% of the Interstate in the US!—before deciding that financial planning should be the focus of his talents and career efforts.