Yessica Perez, CPA

Yessica Perez, CPA

Yessica is a Tax Partner with more than 10 years of experience with Big Four public accounting firms and middle market firms. Her practice is focused on providing high net worth individuals and family office clients with tax compliance and consulting services. She...
Jim Oliver, CPA

Jim Oliver, CPA

Jim is the firm’s private clients practice leader and has over 40 years of tax experience representing a host of owner/operators, healthcare, real estate, legal professional clients, and family offices.
Lori Lato Morales, CPA

Lori Lato Morales, CPA

Lori has over 20 years of experience in public accounting. She works with companies in a variety of industries including energy, manufacturing, real estate, construction, and professional services. Lori’s primary focus is on helping family-owned, middle-market...
Laura Leidy

Laura Leidy

Laura has over 8 years of experience in public accounting. She specializes in state and local tax and works in the family-owned business industries. She is also an Enrolled Agent.
Andrea M. Kelly

Andrea M. Kelly

Andrea is an Enrolled Agent has more than 25 years of tax experience. Her practice is focused on high-net-worth clients, family offices, and real estate companies.
Kyle Kmiec, CPA

Kyle Kmiec, CPA

Kyle is a partner in the tax practice and has more than 12 years of experience in public accounting. His practice is focused on providing tax compliance and consulting for family-owned and private equity backed businesses across a wide variety of industries including...
Keith Hollar, CPA

Keith Hollar, CPA

Keith is a tax partner and has over 30 years of professional experience, including 28 years in public accounting and six years in the real estate industry. Keith specializes in taxation with a focus on passthrough entity tax consulting and compliance for entrepreneurs...
Liza Gallegos, CPA

Liza Gallegos, CPA

Liza has over 15 years of experience in accounting with expertise in international tax and state and local tax. In addition, she has significant experience in the construction, distribution, manufacturing, private clients, and hospitality industries.
Michael Arnell, CPA

Michael Arnell, CPA

Michael is a tax partner that specializes in working with entrepreneurs of privately held companies in the middle market focused on manufacturing and distribution, professional services, real estate, and family offices. Michael has over 18 years of experience in...
Jack Auldridge, CPA

Jack Auldridge, CPA

Jack Auldridge has over 35 years of experience in public accounting, primarily focused on taxation, financial reporting, auditing, and business profitability consulting.