Guided by key principles

We are a purpose-driven group, with a strong commitment to improve businesses

Doing the right thing

Transparency

Empowered teams

Result-oriented

Solution Driven

Growth mindset

Meet the Team of Professionals

At the heart of our tax planning services is a dedicated team of financial strategists, tax advisors, and accountants. We blend experience with innovation to provide you with comprehensive and tailored tax solutions.

CEO & FOUNDER

Norma Moreno

CEO & FOUNDER

Agustin Moreno

CPA / CFP

Haley Nguyen

MBA, CPA, CMA, CFE

José Antonio Valle

MBA, CPA, CMA, CFE

Richard Hermerding

MBA, CPA

Ed Hussein

IT Director

Iván Berrios

Tax Manager

Alba Berrios

Tax Resolution Specialist

Jesús Soto

Strategic Marketing Director

Rolando Rodas

Digital Marketing Manager

Griselda Ramírez

Our experts don't just crunch numbers; they craft financial strategies to optimize your tax position, ensure compliance, and drive your financial goals forward. With a deep understanding of local and international tax laws, we navigate the complexities so you can focus on what matters most—growing your business.

CUSTOMER CARE

LEGAL

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