About Us

Who we are

We are seasoned CPAs, accountants, and enrolled agents who refined our skills at Big Four accounting firms. We have served a wide variety of companies, from start-ups to Fortune 500. We strive to bring Big Four level of expertise and service to the small and mid-market sector, at a fraction of the cost.

Our unique approach leverages the latest technology to provide bespoke tax provision, tax compliance, accounting, and advisory services. We utilize data, analytics, and visualizations in everything we do to understand trends, identify opportunities, and plan for the future.

We assist public and private companies with their tax provision (ASC 740/IAS 12), tax compliance, accounting, and advisory needs.  Historically these companies’ only options for their accounting and tax needs were Big Four and large regional firms; however, we provide small and mid-market public companies the opportunity for a better experience, at a more manageable price tag.

By saving you in taxes, keeping you compliant, and providing strategic advisory, we help you scale your business with ease.

A whole new paradigm of tax and accounting advisory is here.

Meet Our Team

Howard Telson, CPA, MST

Partner

Alex Pacione, CPA

Partner

Dan Frazier, CPA

Tax Manager

Mark Ferstel, CPA

Tax Manager

Debbie Kacik

Bookkeeping Manager

Michael Birch

Bookkeeping Manager

Aaron Price

Bookkeeping Manager

Rohan Gurbani, EA

Senior Accountant

Nikita Rohira

Senior Accountant

Lian Cortez

Financial Operations

Gabriela Harding

Financial Operations

Chris Wattinger

Operations Intern

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