We also offer Proactive Tax Planning Services via Proactive Tax Advisors, Inc

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WHO WE ARE

Meet The Team

Daniel

Founder and Principal

Daniel is an Enrolled Agent, Certified Tax Coach, and Fellow of the National Tax Practice Institute. He holds an accounting degree from the University of Miami and a Master's Degree in Taxation from Florida International University. He has over 20 years of industry experience and is the driving force behind the firm's success.

Judy

Business Tax & Accounting Sr. Manager

Judy is a chartered accountant (CPA Equivalent) with 13+ years of experience.
She manages the business tax and accounting department. She ensures the accuracy and timeliness of all business tax returns and has vast experience with full cycle accounting for large and mid sized entities.

Melita

Individual Tax Manager

Melita holds an MBA, has 7+ years of experience and manages the individual tax department. She has extensive experience in US Taxation for high-net-worth individuals and complex tax compliance including foreign reporting requirements.

Harshita

Accounting & Sales Tax Supervisor

Harshita holds a Bachelor's Degree in Business and is a Semi-Qualified Chartered Accountant (CPA Candidate Equivalent). She ensures the accuracy of monthly accounting services for our clients and also performs all sales tax filings for the firm.

Robin

Accounting Services

Robin holds a Masters Degree in Business and has 9+ years of experience in accounting and finance. Robin ensures that all books are closed on a monthly basis and the accuracy of the coding of all transactions. 

Nishu

Payroll Operations

Nishu has a BBA and over 5 years of experience with payroll processing. She's an integral part of the team and handles all payroll related tasks along with managing the firm's deadlines.

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