OUR PHILOSOPHY
You don’t
just get a person, you get the team.
We pride ourselves on taking a hospitality approach with our clients, providing a personal and welcoming experience that is often missing in our industry.
Our collaborative team works together seamlessly to ensure you receive the highest level of service and expertise.
We are dedicated to making every interaction personalized and supportive, ensuring your financial journey is both effective and enjoyable.
Our collaborative team works together seamlessly to ensure you receive the highest level of service and expertise.
We are dedicated to making every interaction personalized and supportive, ensuring your financial journey is both effective and enjoyable.
AREAS OF EXPERTISE
CPA Services
We specialize in providing comprehensive tax planning, preparation, and advisory services. They ensure compliance with the latest tax laws while optimizing your financial strategies to minimize liabilities and maximize returns. With their expertise, you gain accurate, reliable, and strategic financial guidance tailored to your unique needs.
Business Consulting & Coaching
We provide expert guidance to help you navigate complex business challenges and achieve your goals. They offer strategic advice on operations, growth strategies, and financial management, empowering you to make informed decisions. With their support, you can enhance your business performance, drive innovation, and achieve sustainable success.
THE TEAM
Expert-level resources
from entry to exit
Lorenzo Abbatiello
CPA
Managing Partner
Joshua Azran
CPA/ABV/CFF CMA CGMA CFE
Partner/Advisor
Emin Abramov
Tax Manager
Kris Nelson
Tax Director
Pete Chiodo
Crypto Advisor & Planning
George Vaquera
Crypto & Defi Specialist
Stephen Peterson
Financial Advisor
David Taylor
Tax Attorney
Jonathon Soucier
Insurance & Estate Planner
Mark Ziebold
Trust Attorney/Charitable Strategist
What can we solve for you
Click below and provide some insight on what you’re looking to accomplish.