About us
Financial peace of mind
Open 9 AM to 5 PM, our office welcomes you in a professional and supportive environment.
Mixology
Every day, our expert bookkeepers and tax advisors are here to help you manage your finances effectively. Trust us with your financial well-being.
TAX SEASON 2024
Meet our team
Dedicated professionals driving your financial success
Tony Fred
Chief Financial Officer
Founder and chief strategist, Mark is the backbone of our firm. He is deeply involved in developing our financial solutions, marketing strategies, and enhancing client relationships.
Mich Stark
Chief Operations Officer
Mich loves taking on challenges. With his multi-year experience as a financial consultant, Mich has helped clients navigate complex tax situations and achieve their financial goals. Mich is among the best minds in the industry.
David Smith
Chief Financial Officer
David is passionate about empowering clients to achieve their financial goals. He leads a team of skilled professionals and fosters a community of financial literacy.
Iris Joe
Chief Financial Officer
Lisa, with her extensive experience in finance, helps us navigate complex tax regulations and optimize your financial outcomes. She is dedicated to elevating our clients' financial health.