About the Firm
A Brickell CPA firm built for complicated situations.
We work with business owners, investors, and attorneys who need more than a tax preparer. Our clients come to us when the stakes are high and the details matter.
Built for the complex end of the market.
Located in the heart of Miami's Brickell financial district, our firm was founded to serve clients whose financial situations go beyond the ordinary — business owners dealing with IRS disputes, attorneys who need credible financial testimony, investors with multi-entity structures, and executives managing complex compensation.
We don't do volume work. Every client gets direct partner attention, clear communication, and analysis you can rely on. Whether it's a tax problem, a financial investigation, or a model for a major transaction, we bring the same level of care and rigor.
Precision
We get the numbers right. Every analysis and filing is reviewed for accuracy before it leaves our office.
Clarity
We translate complex financial findings into plain language that clients and courts can actually use.
Responsiveness
Tax and legal matters move fast. We respond quickly and keep you informed at every step.
Integrity
Our opinions are independent. We tell you what the numbers show — not what you might want to hear.
Credentials & Qualifications
Rigorous credentials. Proven expertise.
Our professionals hold the highest designations in accounting, forensic finance, and valuation — earned through examination, experience, and ongoing continuing education.
Professional Designations
Certified Public Accountant
Licensed by the Florida Board of Accountancy. CPAs are held to the highest standards of professional ethics, technical competency, and continuing education in the accounting profession.
Florida DBPR / AICPA
Certified in Financial Forensics
Awarded by the AICPA to CPAs who demonstrate deep expertise in forensic accounting — including fraud investigation, economic damages, and litigation support. Requires rigorous examination and documented experience.
American Institute of CPAs (AICPA)
Accredited in Business Valuation
Granted to CPAs who specialize in business valuation for transactions, disputes, and estate planning. Requires passing the ABV examination and demonstrating substantial valuation experience.
American Institute of CPAs (AICPA)
Certified Valuation Analyst
Awarded by NACVA to professionals who demonstrate expertise in business valuation methodology, financial analysis, and reporting standards used in litigation and transactional contexts.
National Association of Certified Valuators and Analysts (NACVA)
Certified Fraud Examiner
Issued by the ACFE to professionals specializing in fraud prevention, detection, and investigation. Requires demonstrated knowledge of fraud schemes, law, investigation techniques, and financial transactions.
Association of Certified Fraud Examiners (ACFE)
Master of Science in Taxation
Graduate-level academic credential in federal and state tax law, tax planning, and compliance. Provides the technical foundation for complex tax resolution, planning, and advisory engagements.
Accredited University Program
Professional Memberships & Affiliations
American Institute of CPAs (AICPA)
Member
Florida Institute of CPAs (FICPA)
Member
Association of Certified Fraud Examiners (ACFE)
Member
National Association of Certified Valuators and Analysts (NACVA)
Member
Miami-Dade Bar Association — Accounting & Finance Section
Affiliate Member
American Bar Association — Expert Witness Referral Network
Listed Expert
Ready to talk through your situation?
Give us a call or send a message. We'll tell you quickly whether we're the right fit.