Joel Friend
Managing Partner
CPA
Closely held businesses, entity structuring, and the firm’s longest client relationships.
[email protected]Our Team
Ten people on your file year after year.
The team here. Ten names in one office, tenures that mostly go back a decade or more. The person who filed your return last year is likely still the person filing it this year.
The People
Ten people. Most have been here years.
Placeholder team. Names, titles and credentials on this page are examples pending confirmation. Only Joel Friend is a real person. Everything else — the nine other names, their roles, their letters after the name, their specialties and their email addresses — was written so the layout could be judged before real staff data arrived. None of it is true until someone at the firm says it is.
[EXAMPLE] Maritza Delgado
Partner, Tax
CPA, MST
Business and individual tax for owner-operated companies; S-corp and partnership structuring.
[email protected][EXAMPLE] Priya Raman
Director of Tax
CPA, MST
International compliance — Forms 5471, 5472, and FBAR — for cross-border owners.
[email protected][EXAMPLE] Daniel Cohen
Senior Manager, Estate & Trust
CPA, CFP
Estate, gift, and fiduciary returns; succession modelling alongside estate counsel.
[email protected][EXAMPLE] Christopher Nowak
Manager, Assurance
CPA
Audit, review, and compilation work for contractors, distributors, and benefit plans.
[email protected][EXAMPLE] Elena Vargas
Manager, State & Local Tax
EA
Nexus studies, sales and use tax reviews, and Florida audit representation.
[email protected][EXAMPLE] Yolanda Prieto
Senior Accountant
EA
Monthly close, payroll, and sales-tax filings across the client accounting book.
[email protected][EXAMPLE] Nadia Haddad
Staff Accountant
Bookkeeping, reconciliations, and sales tax filings across multi-state clients.
[email protected][EXAMPLE] Rosa Iglesias
Firm Administrator
Practice operations, billing, and engagement scheduling.
[email protected][EXAMPLE] Kevin Alvarez
Client Service Coordinator
First point of contact for document requests, portal access, and filing status.
[email protected]Careers
Room on the bench for one more.
We hire when the right person shows up, not on a schedule. If you’re a licensed CPA or on the way there, and you’d rather work a book of business for years than rotate through fifty clients a quarter, send us a note.
See open roles