Our Team

Meet Our Expert Team

Dedicated professionals committed to delivering financial clarity, accuracy, and strategic growth.

Years in Business
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Clients Nationwide
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U.S. States Served
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Client Retention Rate
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James Davis

James Davis

Managing Partner

Tax Strategy · Advisory

Sarah Reynolds

Sarah Reynolds

Audit Lead

Audits · Non-Profit

Amy Lin

Amy Lin

Bookkeeping Director

QuickBooks · Payroll

Ryan Chen

Ryan Chen

Int'l Tax Specialist

FBAR · Cross-Border

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