Tanna, Lisa, Darian, Barbara, Robert, Inga, Brian and Jack – Possessing a combined total of nearly 50 years of experience in financial services. They provide friendly, personalized attention, have an eye for detail and are timely to respond to client questions.
From performing compliance checks with the IRS, analyzing tax transcripts, reconciling bank statements and providing bookkeeping assistance, to providing financial consulting services; our team enjoys working with clients. This proves true daily, in the quality of their work and their commitment to our client’s success.
