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Tax & Accounting

Meet Our Team

Experienced CPAs and Enrolled Agents dedicated to your financial success.

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John Smith

Managing Partner, CPA

20+ years experience in tax planning and business advisory. Specializes in small business taxation and entity structuring.

CPA MBA
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Sarah Johnson

Senior Tax Manager, EA

IRS Enrolled Agent with 15 years experience. Expert in audit representation and tax controversy resolution.

EA NTPI Fellow
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Michael Chen

Tax Specialist, CPA

Specializes in real estate taxation and investment properties. 12 years of experience with high-net-worth clients.

CPA Real Estate
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Lisa Martinez

Bookkeeping Manager

QuickBooks ProAdvisor with expertise in cloud accounting. Helps businesses streamline their financial operations.

QuickBooks Xero
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David Wilson

Payroll Specialist

10 years managing payroll for businesses of all sizes. Expert in payroll tax compliance and multi-state filing.

Payroll Compliance
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Amanda Taylor

Client Services Manager

Your first point of contact. Ensures every client receives prompt, professional service throughout the year.

Client Relations

Ready to Work With Our Team?

Schedule a free consultation and get matched with the right professional for your needs.

Schedule Free Consultation