We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.


We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.


Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.

Staff Profiles

Gloria Marquez
EA, AFSP, CAA & General Lines Insurance Agent


Bridgette Marquez
Tax Preparer & Financial Analyst
Bachelor of Business Administration (BBA) specialized in Finance and Banking

Blanca L. Alfonso, Customer Service photoBlanca L. Alfonso
Customer Service

Sandra Nicholas 
Customer Service

Manuel Peraza
Tax preparer, AFSP, Bookkeeper, Certified Quickbooks Pro Advisor.