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Karen drives the day-to-day activity of the firm. A CPA with a Masters of Tax from the University of Illinois, Karen’s strength lies in her knowledge of the tax law combined with a strong sense of duty to get the job done right the first time. Karen is the force behind all the systems used to assist clients with their wealth and tax planning as well as their income tax returns. In her free time, Karen and her family enjoy spending time outside in their garden or playing disc golf.

Shannon is a seasoned COO that leads the daily business operations and implements company-wide strategies. Shannon graduated from the University of Minnesota with a business and finance degree. Most of her career was spent running hotels throughout the United States.  Minnesota Vikings fan through and through.

Since 2014, Raymond has been serving small businesses and high-net worth individuals in tax planning, consulting, and compliance. He attained his bachelor’s degree in Accounting from the University of Arizona, Eller College of Management and is a CPA in the state of Arizona.  Originally from Los Angeles, Raymond was raised in Tempe, AZ. In his free time, he enjoys competitive chess, dominating fantasy football leagues and spending time with his loved ones.

Mayra attained her Bachelor of Science in Accountancy degree from Arizona State University in 2008 and is a licensed CPA in the state of Arizona. She has been serving businesses and individuals in tax compliance, tax planning, and consulting since 2006. In her free time, she enjoys traveling and spending time with friends and family.

Bailey received her Bachelors of Business Administration and Master of Science in Accounting from Texas A&M University in 2019. Since then, she has been in public accounting, helping high-net-worth individuals with tax compliance. Born and raised in Houston, TX, Bailey now lives in Columbia, MO where she enjoys hiking, baking, and trips to the park with her dog, Tobi.

James grew up in a town called Wauconda, which is a Northwest Suburb of Chicago. In 2019, he moved to Arizona to pursue higher education at Arizona State University. He graduated with a Bachelor’s in Accountancy and a minor in Real Estate. Continuing into graduate classes at ASU, he earned a master’s degree in Taxation and Data Analytics. In his free time, James pursues his passion of cars and works on his collection of old Hondas.

Al grew up most of his life in Arizona after arriving from the Philippines in 2008. He graduated from Grand Canyon University with a Bachelor of Science in Accounting. After taking a year-long break from school to gain more exposure in public accounting, he decided to go back to GCU and earned his Master of Science in Accounting. He has a passion for powerlifting and loves to spend his time with his fiancée, family, friends, and his car.

Kaylee is originally from the NW suburbs of Chicago. She has 20+ years’ experience managing client centric operations in the service industry, working in the fast-paced film industry, and being involved in theatre for over 20 years. In her spare time, she loves spending time with her 3 children, paddleboarding, and being a student of the world.

Ted has been an entrepreneur for the better part of his professional career, having owned several companies, and having been a speaker on the seminar circuit nationally on negotiations. In 2013 Ted followed his passion for the law and received his Paralegal Certification from the University of Nevada. Ted has since been a legal consultant, working with attorneys in virtually all 50 states. Ted is a voracious reader and loves research for the fun of it.