Miguel Palma
CEO, CPA, PFS, CGMA, & Tax Advisor
Miguel’s accounting journey began at 18, and he quickly climbed the ranks at firms like Deloitte, PwC, and Levi Strauss & Co. His goal? To help folks like you save income taxes and build wealth.
Get to know him:
- Enjoys golf and poker and loves mangos.
- Balances work with leisurely walks with Lucy, his Golden Doodle.
Jasmine Ceja
Chief Operations Officer
Meet Jasmine, our COO and the heart of our team. With a background in Visual Merchandising, she’s a master at crafting effective tax strategies that work for you.
Get to know her:
- Discovering tranquility within the art of organizing, she finds solace in bringing harmony to her surroundings.
- Finds peace at the beach, drawing serenity from the waves.
Pedro Moreira
Senior Tax Advisory Partner
Say hello to Pedro, our Senior Tax Specialist. He’s a precision expert with experience as a translator for medical brigades. His expertise in U.S. tax systems ensures your taxes are in capable hands.
Get to know him:
- A basketball enthusiast and coffee lover.
- Balances analysis with a passion for gaming and style.
With this team, you’ll experience top-tier tax savings and business growth – all delivered with a personal touch.
Let’s work together to make your dreams a reality!
To schedule your tax assessment or learn more about our services, click here , reply to this email, or call us at (850) 829-3733.