Guided by key principles
We are a purpose-driven group, with a strong commitment to improve businesses
Meet the Team of Professionals
At the heart of our tax planning services is a dedicated team of financial strategists, tax advisors, and accountants. We blend experience with innovation to provide you with comprehensive and tailored tax solutions.
CEO & FOUNDER
Agustin Romero
COO
Norma Moreno
CPA / CFP
Haley Nguyen
MBA, CPA, CMA, CFE
Richard Hermerding
MBA, CPA
Ed Hussein
IT Director
Iván Berrios
Tax Manager
Alba Berrios
Tax Resolution Specialist
Jesús Soto
Strategic Marketing Director
Rolando Rodas
Digital Marketing Manager
Griselda Ramírez
Our experts don't just crunch numbers; they craft financial strategies to optimize your tax position, ensure compliance, and drive your financial goals forward. With a deep understanding of local and international tax laws, we navigate the complexities so you can focus on what matters most-growing your business.
