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Reuben has more than a decade of experience providing tax consulting, planning, compliance and business management services to high-net-worth individuals and their closely held businesses.  After working for years with several big accounting firms in Los Angeles, he worked at boutique firm where he developed a specialization in serving clients engaged in the entertainment industry, professional services, and real estate sectors.

He helps clients navigate the complexities of financial and tax planning with dedication, clarity and confidence.

Reuben holds a Master of Business Taxation from the University of Southern California, a Master of Business Administration from Pepperdine University, and a bachelor’s degree from Monterrey Tech.

He is a member of the American Institute of Certified Public Accountants and the California Society of Public Accountants and has participated in non-profits that cherish and promote post-graduate education, first as a volunteer and then as board member for years.

Reuben and his family live in Santa Clarita, enjoys spending time with them, attending musical concerts, and reading.

Daisy has more than a decade of experience in operations support, first in the healthcare industry and now in the financial management and tax advisory business.

She considers herself a determined and caring professional. A firm believer of the value of education, she is constantly learning new things through courses and formal education.

She enjoys spending time with her husband Reuben and their son Aiden, and enjoys learning new recipes, enjoying a good family meal, gardening, and outdoor activities.

Everardo is an innovative leader with more than two decades of professional experience in financial management and tax advisory.   A United States Marine Corps veteran, with extensive training and experience in leadership, strategy and teamwork, he has worked in different companies in Southern California assisting them with accounting, controllership and CFO type of services.

Everardo holds a Chief Financial Officer Program certificate from Columbia Business School, a certificate in Accounting from UCLA, and a bachelor’s degree from Pepperdine University.

 Everardo believes in the value of education to improve the lives of everyone involved.  He lives in Irvine with his wife and son, and enjoys spending time with them and attending his son’s sporting activities.