ROSE YAGUCHI, CPA, MBA - Growth Partner

Proud to partner with our committed professionals and astute clients to deliver a truly customized service. I focus on better knowing your motivations and then communicating the framework behind the tax advice so that you stay in the driver's seat as you make the changes that are needed to realize opportunities.

PATRICIA WATTS - Senior Tax Advisor

As an experienced problem solver, adept at navigating the complexities of tax regulations, I engage with individuals and businesses to simplify intricate issues. My goal is to empower clients to make informed decisions that positively impact their tax situations.

JESSIE MOORE -

Senior Tax Advisor 

Known to form a connection that gets to your root issues so that I can find the help you need to reach your tax goals. In addition to the decades of direct tax advisory experience, I ran a construction company in the Northeast so part of what I bring to every conversation is the context as a fellow small business owner.

PARISA DJAFARI -

Business Development Specialist & Team Support

I guide current and prospective clients towards a best-fit solution drawing on my decades in business development across banking, retail, imports, and more. It is my joy to take the time to understand and then match your needs with the right solutions to ensure a seamless and personalized experience.

CHANDLER BARRE -

Account Analyst & Team Support

As a system thinker - whether that system is your business' financials, new software, or new policy - I smoothly sail through analyzing the changes in the context of the system as a whole to continually improve the quality we deliver. I excel at supporting our team in the preparation of financial statements and tax returns.

TRACEY BOULDER-REESE -

Senior Tax Advisor

I am a thorough researcher to get you the complete answer to satisfy the real questions. You will not be left wondering why the answer is what it is and you will then be equipped with the knowledge to face the next question ahead.