About Us

About Us

Who We Are

We are seasoned CPAs who refined our skills at Big Four accounting firms. We have served a wide variety of companies, from start-ups to Fortune 500. Our goal is to bring Big Four level of expertise and service to the small business and startup sector, at a fraction of the cost.

Our unique approach leverages the latest technology to provide bespoke tax planning, tax compliance, bookkeeping, and strategic CFO services. We utilize data, analytics, and visualizations in everything we do to understand trends, identify opportunities, and plan for the future. And we stand behind our services with complete audit support included at no extra cost.

We specialize in assisting rapidly growing businesses — with niche expertise in serving coffee shops, e-commerce sellers, and technology businesses. We understand the specific challenges and opportunities these industries present and have developed expertise in navigating their unique tax and accounting requirements.

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


Alexander Pacione, CPA


Dan Frazier

Tax Manager

Mark Ferstel

Tax Manager

Debbie - March 2024 optimized (1)

Debbie Kacik

Bookkeeping Manager

Christopher Wattinger

Operations Associate

Michael - March 2024 optimized (4)

Michael Birch

Bookkeeping Manager

Rohan - March 2024 optimized (6)

Rohan Gurbani, EA

Senior Accountant

Lian - March 2024 optimized (3)

Lian Cortez

Staff Accountant