Our Team

Ailyn Rodriguez, CPA

Sandeep Varma

Director of Wealth Strategy and planning

Benjamin Koala, CPA

Precision in Every Penny. Clarity in Every Report.

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Today, tax considerations play a crucial role in every personal financial decision and small business strategy. Whether you're planning for retirement, managing investments, or expanding your business, every decision has tax implications. By proactively addressing these tax implications, tax planning can become a catalyst for achieving your financial goals. Let our team help you drive your personal and/or small business finances forward.

Comprehensive tax planning for optimal results.

Get a free tax review to see how we can help you or your business