About Us

We are a firm of Federally and state-registered tax advisors whose core purpose is to help our clients gain control over taxation and tax agencies, and in doing so help them free up time, money and energy to allow them to successfully pursue their true goals. We do this in part by supplying them with useful data about their taxes and finances so that they can legally reduce their tax burden while planning for their financial future. We also advance and defend our clients’ interests wherever and whenever they come into contact or apparent conflict with tax agencies.

We have a considerable and unusual depth of experience which can be brought to bear to understand our clients’ situations, and from there to knowledgeably assist them in the pursuit of their goals. Our staff, while all having high standards of tax expertise, also have backgrounds in areas as diverse as performing arts, banking, accounting, administration, top-level founding and administration of successful public companies, international taxation and others.

We handle the tax and financial affairs of a number of well-known or high-profile clients who stand at the forefront of our society. We have attained and maintain this position by not only providing quality service, but because we demand high standards of ourselves. Our keynotes are professionalism, clarity of vision, toughness and our uncompromising defense of our clients’ best interests. We place genuine emphasis on high standards and responsive service, and believe our specialized staff make all the difference.

 

WILLIAM D. TRUAX

WILLIAM D. TRUAX

MERCEDES DELCASTILLO

MERCEDES DELCASTILLO

DANNYLLE MILFORD

DANNYLLE MILFORD

PAMELA SIMS

PAMELA SIMS

LILIA MARROQUIN

LILIA MARROQUIN

ANGELA ALEMANIA

ANGELA ALEMANIA