Meet Our Team
Frank Uribe
Frank is a seasoned tax professional with 10 years of experience and a master's degree in accountancy. Honored as the Outstanding Graduate Student, he has demonstrated exceptional expertise in taxation.
Frank has successfully managed complex tax planning and preparation for a diverse clientele, including high-net-worth individuals and businesses. He has developed innovative tax strategies that significantly reduce clients' tax liabilities and maximize their returns.
A leader in the field, Frank has presented at industry conferences. Known for his personable approach, he builds long-lasting relationships with clients who trust his expertise and integrity.
Frank is e member of the National Association of Tax Preparers and holds advanced certifications, including Quickbooks Pro Advisor and Enrolled Agent statuses. His dedication to excellence and proactive tax planning distinguishes him as a trusted advisor in the community.
Lisa Moreno
Lisa, a seasoned CPA with 16 years of tax preparation experience, is known for her meticulous attention to detail and innovative strategies that help clients minimize liabilities and maximize returns.
Her approachable and reliable nature has earned the trust of a diverse clientele, from individuals to large businesses. Lisa takes pride in understanding each client’s unique financial situation and providing tailored, proactive solutions.
With her extensive experience and commitment to excellence, Lisa stands out in the tax preparation field, delivering outstanding results and exceptional service year after year.
Kevin Quiroz
Kevin is a seasoned accountant specializing in corporate tax and accounting. With over 5 years of expertise in the field, he excels in navigating complex tax regulations and providing strategic financial advice to businesses.
Kevin's deep understanding of corporate tax laws allows him to develop effective tax strategies that minimize liabilities and optimize financial performance. His meticulous approach ensures that all financial statements and tax filings are accurate and compliant.
Known for his analytical skills and strategic thinking, Kevin has helped numerous corporations enhance their financial health and achieve their business goals. His dedication to excellence and personalized service makes him a trusted advisor in the corporate tax and accounting landscape.
Jeannireth Nazar
Jeannireth recently joined our team as a staff assistant. Bringing a fresh perspective and a strong commitment to excellence, Jeannireth is eager to support our clients and contribute to our team’s success.
With a keen eye for detail and a proactive approach, Jeannireth assists in various administrative tasks, ensuring smooth operations and efficient service delivery. Their enthusiasm and dedication to learning make them a valuable addition to our firm.
Jeannireth is excited to grow within the company and support our mission of providing exceptional tax and accounting services to our clients.