who we are

Eileen San Diego is a seasoned accountant with over 35 years of experience in accounting and 11 years in the financial industry. She works with individuals, businesses, and nonprofits to create personalized tax and financial strategies that support long-term growth. With a bachelor's degree in Accounting, Finance, and Business Administration, Eileen specializes in audits, tax preparation, financial consulting, and strategic tax planning. She goes beyond compliance by helping clients organize their finances, improve cash flow, reduce tax burdens, and make confident financial decisions aligned with their goals.

Ann is a Tax Preparer who is passionate about helping clients with tax optimization. Her journey in accounting started with a focus on tax preparation, and she aspires to become a recognized tax consultant. In addition, Ann has ten years of experience working with clients on various US Immigration processes such as citizenship, permanent resident renewals, TPS and EAD renewals, petitions, etc. Ann success rate with clients applying for citizenship is 100%.

With over 30 years of professional experience, Liz began their career at the IRS in the Bankruptcy Department before transitioning to a 28-year tenure as a legal secretary and paralegal. A Notary Public for over 20 years, she became a CTEC Tax Preparer in 2011, specializing in individual and small business tax returns. She expanded her expertise by obtaining a Life and Health Insurance license to offer financial planning services.