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About Us

We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success.

We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.

Our Team

Jonathan Milton, CPA
Managing Partner

David Hoffman, CPA, JD, LL.M. CVA

Carl Trosch, JD, MBA

Scott Maxin, CPA
Tax Manager

Patricia Lewis, CPA

Greg Harris, CPA

Susan Luebbert, E.A.

Rose Alegre