Daniel brings 26 years of expertise in small business accounting and advising high-net-worth individuals. He holds a BS from Florida State University and a BBA from Florida Atlantic University, and is passionate about building strong relationships with clients as a trusted advisor. When he's not working, Daniel enjoys cooking, camping with his sons, coaching, and cheering on the Boston Red Sox — and he's even a licensed chef.

With over 22 years of experience, Joseph specializes in multi-state healthcare, as well as working with athletes and entertainers. A Florida State University graduate with a BS in Accounting, he is dedicated to helping clients navigate complex tax and financial situations with clarity and confidence. Outside the office, Joseph enjoys outdoor activities, reading, and spending time with his family — including his daughter and twin boys.

Dan brings a unique combination of expertise with 8 years in tax preparation and 15 years in technology. As Director of Operations and Lead Tax Preparer, he focuses on efficient, accurate service for every client. Dan holds a BA in History from the College of Wooster and enjoys coaching and cheering on the Miami Hurricanes. A former two-sport college athlete, he brings that same dedication to his work.

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Adam has 8 years of experience specializing in high-net-worth individuals and professional service businesses. He earned his BBA in Accounting and Business Management from Emory University and is dedicated to helping clients make confident financial decisions. Outside of work, he enjoys spending evenings and weekends on dates with his wife.

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With over 28 years of experience in accounting and 5 years in banking, Lisa specializes in bookkeeping, bank reconciliations, new business filings, and sales tax. She holds a BA in Finance and Marketing from St. John’s University and is passionate about helping clients keep their finances running smoothly. In her free time, Lisa enjoys traveling, reading, cooking, and edible gardening. A proud NY Yankees fan, she’s also a self-proclaimed foie gras foodie.

AJ Miller serves as our Lead Tax Support, bringing a strong academic foundation and a client-first approach to his role. A graduate of Baldwin Wallace University with a Bachelor’s degree in National Security and Political Science, AJ also holds a Master of Business Administration (MBA). For the past two years, he has excelled as a tax preparer and onboarding work paper specialist on our team. AJ is dedicated to ensuring a seamless experience for our clients, managing everything from file uploads to finalized returns with precision and care.

Kevin Mora is a skilled tax preparer and financial professional with a strong background in business administration and finance. He earned his Bachelor’s degree in Business Administration from Florida International University (FIU) and has gained valuable experience in various roles, including as a banker and a commercial real estate analyst. His tax preparation expertise is complemented by training from seasoned professionals like Danny Coyne, CPA, Joe Conte, CPA, and Dan Maurer. 

With over 24 years of bookkeeping experience and more than two decades preparing personal tax returns, Serenity brings a wealth of expertise to our team. As Treasurer and a dedicated tax preparer, she’s spent the past three years specializing in helping clients navigate the complexities of multi state taxes. Serenity’s deep understanding of tax laws and meticulous attention to detail make her an invaluable resource for our clients.

Kimberly Thomas is an experienced tax preparer and bookkeeper with a decade of expertise in helping clients navigate their financial needs. A graduate of Central Connecticut State University, Kimberly combines her strong educational foundation with practical experience to deliver accurate and reliable services. Her dedication to detail and client-focused approach ensures that every financial solution is tailored to meet the unique needs of those she serves.