Our Team

Welcome to our Accounting Firm, a unique blend of expertise and innovation 
in the world of accounting.

Founded in 2022, our firm is the result of a strategic merger of four established accounting firms, each bringing their own wealth of knowledge and experience to the table. This fusion of minds and skills has allowed us to create a powerhouse of accounting and advisory services that is ready to serve businesses across various industries.

Join us as we redefine accounting for a prosperous future.

Our vision is to reimagine accounting and advisory for prosperity. We believe that financial operations are the bedrock of any business, irrespective of the industry. With this understanding, we strive to provide services that not only meet the traditional needs of accounting but also address the evolving demands of today’s dynamic business environment.

Recognizing the transformative power of technology, we leverage cloud-based solutions to unsilo financial data and create automations. Our aim is to provide our clients with accurate and real-time information, enabling them to make informed decisions swiftly and confidently.

At our firm, we are not just accountants; we are innovators, strategists, and partners in your success. We are committed to helping you navigate the complexities of financial operations and tax compliance, so you can focus on what you do best – running your business.

Steven Hoffman


Cheryl Coyle

Director of Client Accounting & Advisory Services

Rina Shah, CPA

Senior Manager of Tax

David Leavitt, CPA

Senior Manager of Tax

Jennifer Crouch, EA

Senior Manager of Tax

Geoff Grendel, CPA

Senior Manager of Tax