Meet the Team

Dedicated professionals, committed to clear communication, accuracy, and trusted financial guidance

Wesley Simone, CPA

Wesley brings over 11 years of accounting experience specializing in tax planning, compliance, and advisory services for individuals and businesses.

Founder & Managing Director

Gerald Simone, CPA

Gerald provides expert tax and accounting services with a strong focus on accuracy, compliance, and client education.

Certified Public Accountant
Director of Operations & Client Relations

Ashley Simone

Ashley oversees firm operations and client experience, ensuring seamless communication and exceptional service.