who we are

With over 35 years of experience, Eileen has been a trusted partner for individuals, businesses, and non-profit organizations, delivering personalized tax and financial strategies. She holds a bachelor's degree in Accounting, Finance, and Business Administration, and her areas of expertise include: Audits, Accounting, Taxes, Financial Consulting, and Strategic Tax Planning.

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.