Diane Payne

Partner, EA, CFP

Professional Experience

With 30+ years of experience, Diane Payne is a Partner at MBE CPAs, holding IRS Enrolled Agent and CFP designations. She focuses on the intersection of tax strategy and wealth management, serving high-net-worth families and real estate investors. Diane is a specialist in tax resolution and proactive planning. Her dual experience ensures that every tax decision supports a broader financial roadmap, providing clients with the confidence that their legacy is secure and their returns are optimized.

Diane excels at transforming complex tax situations into clear, actionable strategies that support her clients’ broader financial goals, including retirement readiness, succession planning, and navigating audits and tax controversies. She has successfully resolved hundreds of IRS and state issues, negotiating offers in compromise, installment agreements, and penalty abatements totaling millions in savings for her clients. Within the firm, she also mentors up-and-coming tax professionals and helps elevate the team’s technical experience and client-service approach.

Industry Focus

  • Retirement Planning & Individual Taxpayers
  • Agribusiness & Farming
  • Real Estate Investors

Areas of Experience

  • Advanced Individual Tax Planning
  • Multi-Year Projections
  • Tax Resolution & Audit Representation
  • Succession & Estate Tax Planning
  • 2025 “One Big Beautiful Bill Act” Strategy
  • Retirement Distribution Planning
  • Roth Conversion Analysis
  • Crypto & Alternative Investment Reporting

Education

Certifications

  • Enrolled Agent (EA), Internal Revenue Service (#00135543)
  • Certified Financial Planner (CFP)

Publications & Presentations

  • Jan 2026 — Speaker, Wisconsin Agri-Business Association Annual Conference: Agribusiness & the “Big Beautiful Bill”
  • Oct 2025 — Presenter, Wisco Real Estate Meet-Up: “One Big Beautiful Bill” & Wisconsin Real Estate
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