Our Brochure

View our 2016 financial prospectus brochure for an easy to read guide on all of the services offered.

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Testimonials

  • Great place to work with...quick response!

    Arman Paliwala

  • I am happy with the work.

    Aradhana Sinha Textile Designer

  • The accuracy of tax calculation, proactive assistance, and maximum savings made my tax filing experience seamless and hassle free

    Dr. Sanjay Doctor

  • Really good work.

    Komal Gangani Associate Analyst

Brandon Copperfield

Founder & CEO
He began his career as an investment adviser, financial consultant, and mortgage broker, and was also the founder of a business that sold toiletry kits.

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Lexa Grinn

Chief Finance Officer
Over 20 years of experience in entrepreneurship, management, business planning, financial analysis, software engineering, operations, and decision analysis.

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Dennis Norris

Customer Service
Generates organizational mission owner ship by giving employees the power to recommend and assist with developing the needed changes

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Shirley Bennett

Human Resources
Generates organizational mission owner ship by giving employees the power to recommend and assist with developing the needed changes

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Peter Himmelman

Tax Consultant
Generates organizational mission owner ship by giving employees the power to recommend and assist with developing the needed changes

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Clarke Rosie

VP Sales and Marketing
Generates organizational mission owner ship by giving employees the power to recommend and assist with developing the needed changes

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Fernando Torres

Administrator
Generates organizational mission owner ship by giving employees the power to recommend and assist with developing the needed changes

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