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[Full Name]
CPA, MBA
Managing Partner
Experienced CPA leading tax planning and business advisory engagements for growing U.S. companies.
Our Team
Meet the Professionals Behind Your Financial Success
CPAs, accountants, bookkeepers and advisors ready to support your business with senior-level attention.
[Professional Photograph]
[Full Name]
CPA
Tax Partner
Focus on corporate and multi-state tax compliance, IRS representation and entity structuring.
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[Full Name]
CPA
Audit & Assurance
Leads reviewed and compiled financial statement engagements for lenders and investors.
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[Full Name]
EA
Enrolled Agent
Handles individual tax returns, IRS notices and installment plan negotiations.
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[Full Name]
MSA
Senior Accountant
Manages monthly close, reconciliations and management reporting for portfolio clients.
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[Full Name]
QBO ProAdvisor
Bookkeeping Manager
Certified in QuickBooks Online and Xero; oversees the firm's bookkeeping practice.
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[Full Name]
PHR
Payroll Specialist
Multi-state payroll processing, W-2/1099 filings and payroll tax compliance.
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[Full Name]
CFP
Financial Advisor
Retirement planning, entity distributions and personal financial strategy for owners.
Work with a senior-led CPA team
Every engagement is partner-supervised. No junior bait-and-switch.