Our Team

Our Mission Our Experience Your Savings

We are dedicated to offering our clients customized solutions that address not only their current requirements but also create a path towards sustained success. We strongly believe in the profound impact of well-informed choices and remain committed to equipping our clients with the insights and strategies necessary to achieve their goals. 

Drawing on more than five decades of combined experience, our team handles individual and business returns with precision and care. We work to maximize every eligible deduction and credit, minimize surprises, and deliver service at a fair, straightforward fee—with transparent pricing and results you can trust.

Navigating the complex landscapes of taxes can be a daunting task, but the right partner can transform your experience into a seamless and rewarding one. We make taxes simpler—and more profitable—for busy individuals and small businesses. We look ahead, not just backward, to uncover deductions, credits, and entity strategies that fit your situation so you keep more of what you earn.

We look forward to serving you!

Tax Consultant with over forty years of experience in preparing federal and state personal and business income tax returns.
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Bette Cohn

Tax Consultant
Tax Advisor with more than a decade and a half of experience, proficient in federal, state personal busine, and business tax returns.
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Daisy Lopez

Managing Partner/Tax Advisor
Operations Manager and Tax Consultant for over 15 years.
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​Annette Alvarez Martinez

Tax Consultant
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Karen Barte

Accountant
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Leticia Lopez, JD

Tax Consultant