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Meet The Team

We work with a team of professionals to provide you with top-notch quality services.

Your one-stop shop!

Lily Tran
Lily Tran

CEO and Founder

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Ted
Ted

Onboarding Client Specialist

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Amir
Amir

Office Assistant - Seasonal

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Don
Don

Enrolled Agent

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Natasha
Natasha

CPA

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Carolina
Carolina

Bookkeeper

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Grandma
Grandma

Enrolled Agent in Training

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Toby
Toby

Mascot

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