Meet the Team

Diego has experience managing projects, streamlining process and improving client experiences. Driven by curiosity for tech & efficiency, he delivers a seamless onboarding experience for clients.

Jessica is an experienced CPA specializing in tax and accounting. She helps clients navigate complex tax planning and compliance with personalized strategies to support long-term success.

Ridhima, one of the firm’s first hires, is a CPA who has been with us since the very beginning. She now serves as a primary client contact, bringing experience and consistency to every engagement.

With nearly 20 years of accounting experience specializing in small business finance, tax planning, and compliance, Steve is known for clear, practical advice that inspires confidence in his clients.

Camille is a CPA with over a decade of experience, starting at a national firm before moving to a more client-focused practice. She partners with clients to provide thoughtful, goal-oriented financial advice.

Wendy brings 25+ years of experience in tax planning, compliance, and accounting. She values long-term relationships and delivers tailored strategies for client success.

Jason has spent most of his career helping small businesses with accounting and tax needs, and is known for his calm, confident demeanor as well as his deep tax expertise. Jason leads our tax practice.