Our Team

Carina helps high-net-worth individuals, families, and business owners navigate complex tax decisions with confidence while keeping more of what they work hard to build. With over a decade of experience in public accounting and private equity, she brings a broad perspective to proactive tax planning, with deep expertise in real estate, investments, and pass-through entities.

Her experience spans closely held family businesses, real estate investors and developers, private equity funds, REITs, and alternative investments. She helps clients see the full tax picture across their business interests, investments, and personal finances, developing practical strategies that guide today's decisions and support long-term goals. She believes good tax advice should be clear, actionable, and part of the conversation before a major decision is made—not after the fact.

As a business owner and mother of three, Carina understands that financial decisions are rarely just about numbers. They are often tied to growth, family priorities, and the flexibility to make better choices in the future. She enjoys translating complex tax concepts into practical options, helping clients weigh the tradeoffs and make informed decisions that fit their lives and goals.

Outside of work, Carina is a certified yoga teacher who enjoys practicing yoga, exploring the outdoors, traveling, and spending time with her three kids.

Sophia helps small-business owners make confident tax decisions while protecting cash flow and creating more room for growth. A CPA and Certified Tax Coach with a Master of Accountancy, she has spent her career working closely with entrepreneurs and understands the pressures they face.

Her work covers small-business restructures, S Corporation strategies, partnerships, sole proprietorships, pass-through taxation, and tax-efficient retirement and investment planning. She frequently advises hospitality businesses and professionals, including doctors and lawyers, helping them identify opportunities, understand tradeoffs, and build strategies that fit the way their businesses actually operate.

As a business owner herself, Sophia knows that tax decisions affect more than a return. They shape cash flow, growth, and peace of mind. She values long-term client relationships and explains recommendations clearly, so clients understand what to do, why it matters, and how each decision supports their broader business and family goals.

Outside of work, Sophia enjoys spending time with her family, traveling, hiking, camping, and swimming.

Iris helps individuals and families connect tax planning with the decisions that shape long-term financial security. As an IRS Enrolled Agent focused on tax-efficient retirement planning, she develops personalized strategies for tax-optimized wealth accumulation and a more confident retirement.

She also holds a FINRA Series 65 securities license and a Life & Health Insurance License, giving her a coordinated view of tax-advantaged investing, retirement income, family protection, education funding, and estate preservation. Rather than looking at one account or decision in isolation, Iris helps clients understand how today's choices may affect taxes, flexibility, and family goals over time.

With a Master's degree in Business Logistics Engineering from Ohio State University, Iris brings a strategic and analytical approach to each financial plan. She makes complex choices easier to compare and turns long-term goals into practical, step-by-step recommendations.