About Us

Your Trusted Financial Advocates

Dedicated tax expertise for wealth generation.

We combine professional accounting acuity with proactive wealth management to optimize your financial health. Our dual-focused approach leverages tax-efficient investment strategies to enhance your wealth, ensuring every decision is data-driven and aligned with your life’s goals.

Personalized Service, Professional Depth

SINCE 2009

Need help? Call us.

(941) 867-6771

Trusted Wealth Guidance

Why Choose Us for
Your Tax Needs

Dual Expertise
Certified

CPA designated and Series 65 licensed.

Bespoke
Tax Services

Extensive background for insightful wealth management.

Holistic Advisory
Approach

Combining wealth management with tax efficiency.

Proven Industry
Excellence

Over 15 years of top-tier experience .

WHO WE ARE

OUR TEAM
OF TAX EXPERTS

Josh Pisa, CPA, EA

Founder, Managing Member
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Christine Ward, EA

Tax Manager
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TESTIMONIALS

What Our Clients are
Saying About Us

John Doe
John DoeCompany
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John Doe
John DoeCompany
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