Call Today: 800-596-76501776 North Pine Island Road Suite 216
We have pictures of our Staff available for you to see in our Gallery and some information about each Associate. On our Contact page you will find the credentials for all to view. We believe that our industry and services expertise is one of the keys to our clients' success. We strive to provide industry-specific solutions for our clients by remaining current with issues in these specific areas. We especially welcome new clients and referrals for the following services and industries:
Miguel is the Managing Partner, a member of the Audit Services Team and is in charge of Personal Financial Services.
Prior to founding the firm, Miguel held Senior Supervisory and Management positions with large international and local accounting firms. For over 30 years he has provided an array of services including accounting and auditing, management consulting, tax planning, and tax return preparation.
Miguel has provided assistance to a wide range of clients in such industries as healthcare, nonprofit, financial services, real estate development, professional services, retail and manufacturing. He has successfully represented clients in Internal Revenue Service disputes; assisted clients in obtaining multi-million dollar loans; conducted internal control system assessments and audits; designed creative tax strategies; and assisted clients in buy/sell negotiations.
Zena heads up our Trust and Estate Team and is also a member of the Client Accounting Services and Tax Compliance Teams.
Prior to joining the firm, Zena held management positions with a large international real estate development company and in an investment firm, and co-founded her own successful accounting practice. For over 25 years, her practice has focused on serving individuals and businesses with tax related matters with an emphasis on Trust and Estate work. She has also been a Professor at Nova Southeastern University teaching courses in Accounting and Business Management.
In addition to working with individuals with their Trust and Estate needs, Zena has served clients in several industries such as construction contractors, healthcare services, professional services, restaurants, retail and real estate. She has assisted clients in complying with governmental contracts, obtaining financing, resolving tax disputes, working through divorce proceedings, and negotiating support modifications.
David is our Quality Assurance Partner and a member of the Audit Services and Tax Compliance Teams.
Prior to joining the firm, David held senior positions with large international and local accounting firms and co-founded his own successful accounting practice. Over the past 25 years, his practice has focused on accounting, audit and tax related matters.
David has served clients in several industries such as healthcare, education, financial services, professional services, real estate development, governments and governmental agencies, religious organizations and civic organizations. He has assisted clients in obtaining financing; designing and implementing cash management and budgeting processes; conducting cash flow analyses; and has successfully resolved Internal Revenue Service disputes.