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OUR CLIENTS ARE OUR FOUNDATION

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Our mission is to empower our clients, both business and individual, to manage financial priorities, make the most of new opportunities, and maximize their financial growth. As the world becomes more complex one often has to wear many hats in order to get the job done. Our firm is a year round financial resource for tax, accounting, advisory services, and other special financial services. Our clients are the foundation of our practice. We provide personalized services that are both enjoyable and empowering. We provide timely, high quality services with integrity while assisting our clients in obtaining their maximum financial potential.

ABOUT US

OUR TEAM

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Carol Thompson, President

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Kulwinder Purewal, EA

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Robin Ortiz, Vice President

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Jason Ortiz

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Leigh Hogan, CPA

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