Rachel Larson, CPA
Managing Partner
Founded the firm in 2006 after a decade in national practice. Leads tax strategy for closely held businesses and family groups.
David Chen, CPA
Partner, Advisory
Works with founders on structuring, forecasting and exits. Former controller of a venture-backed manufacturer.
Maya Okafor, EA
Director of Tax
Handles complex multi-state and trust filings, and represents clients before the IRS.
Tom Reyes
Client Accounting Lead
Runs the monthly close team and keeps every set of books audit-ready year round.
