Joel Friend
Managing Partner
CPA
Closely held businesses, entity structuring, and the firm’s longest client relationships.
[email protected]Our Team
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
Managing Partner
CPA
Closely held businesses, entity structuring, and the firm’s longest client relationships.
[email protected]Partner, Tax
CPA, MST
Business and individual tax for owner-operated companies; S-corp and partnership structuring.
[email protected]Director of Tax
CPA, MST
International compliance — Forms 5471, 5472, and FBAR — for cross-border owners.
[email protected]Senior Manager, Estate & Trust
CPA, CFP
Estate, gift, and fiduciary returns; succession modelling alongside estate counsel.
[email protected]Manager, Assurance
CPA
Audit, review, and compilation work for contractors, distributors, and benefit plans.
[email protected]Manager, State & Local Tax
EA
Nexus studies, sales and use tax reviews, and Florida audit representation.
[email protected]Senior Accountant
EA
Monthly close, payroll, and sales-tax filings across the client accounting book.
[email protected]Staff Accountant
Bookkeeping, reconciliations, and sales tax filings across multi-state clients.
[email protected]Firm Administrator
Practice operations, billing, and engagement scheduling.
[email protected]Client Service Coordinator
First point of contact for document requests, portal access, and filing status.
[email protected]Careers
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.
Contact Us About Careers