Team
Your Advisors
The people behind your numbers
CPAs, tax strategists, and financial advisors who speak your language.
Rachel Kim, CPA
Managing Partner
20 years, former Big 4. Specializes in tech startups and high-net-worth individuals.
David Chen, CPA
Tax Director
Multi-state tax specialist and R&D credit expert. Saved clients over $8M in tax credits.
Maria Santos
CFO Advisory Lead
Former CFO at two SaaS companies. Builds financial models and KPI dashboards.
James Wright, CPA
Audit Manager
Nonprofit and government audit specialist. GAAP and GASB compliance expert.
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