Olivia Carter, CPA
Managing Partner
Leads advisory strategy for owner-led businesses focused on scalable growth and tax efficiency.
Our Team
A collaborative CPA-led team focused on practical strategy, quality execution, and long-term client value.
James Whitman, CPA
Director of Tax
Oversees multi-state compliance, entity planning, and complex tax issue resolution.
Sofia Rivera, EA
Client Advisory Lead
Coordinates planning cadence and implementation workflows across accounting and tax workstreams.
Mason Lee
Accounting Operations Lead
Builds reporting systems and close processes for predictable, decision-ready financial operations.
Work with a dedicated advisory team
Every engagement is led by experienced professionals and built around your operating reality.