Meet the Team.
Our team of physician tax experts have a deep understanding of the unique needs of our clients, and we provide a completely customized service to medical professionals in every stage of their career.
Alex Powell – CPA CA
Alex has a strong passion for creating the highest level of success for all of our clients. He is dedicated to empowering and motivating all his clients to strive for the very best financial future so they can truly enjoy every aspect of their lives.
At his core, Alex follows our company pillars closely as he acts as an advocate for you, your family, and your business while he helps you build a foundation that aligns with your values.
Alex Powell – CPA CA
With his unwavering dedication to client success, Alex brings exceptional expertise to the team. His years of experience fuel his commitment to empowering clients towards an optimal financial future. As a dedicated advocate for clients, their families, and businesses, he upholds our core values, building financial foundations that resonate with their principles.
Karen Ramirez
With over 10 years of industry experience, Karen has a keen eye for analyzing and sorting all of our client’s financial data, banking, credit card statements, and day-to-day spending patterns. Her evaluation skills and detail-oriented approach allows her to truly understand the spending habits and trends of all of our clients, giving our advisors everything they need to guide you towards success.
Karen is dedicated to serving all of our clients with the highest regard of customer service, communication, and problem-solving skills in order to instill confidence in what our team can accomplish.
Damion Williams
Damion’s talents lie within financial planning and development in support of our advisors. He will create modules, budgets and strategies that help all of our clients get closer to their financial goals and is exceptionally skilled in reporting, process development, and cost optimization.
With over 5 year’s experience in accounting, bookkeeping, budgeting, and payroll administration, Damion is the true definition of a team player as he does everything within his power to assist others and our clients.
Cru Smith
Cru has become an integral part of our team, bringing a wealth of finance expertise as our Accounting Technician. Since joining us, his dedication, attention to detail, and proactive engagement have greatly contributed to our team’s success. His extensive experience in income tax, compliance and reporting continues to be invaluable. With his comprehensive understanding of the Tax Code, Cru has successfully worked with a multitude of clients to refine and optimize their tax strategies, demonstrating his essential role in our ongoing initiatives.
Ann Hutchinson
Ann’s well-rounded experience represents strong analytical skills, staff and office management, event coordination, informational counseling – all the while being a friendly team player.
She approaches all aspects of any job with a positive, hard-working mindset, and is passionate about helping find solutions to any challenges. She brings with her an extensive background in customer service.
Feny Patel
Rajendra Singh
Rajendra wakes up every morning knowing that he is going to put his best foot forward and help our clients in the best way possible. He is passionate about working with numbers and takes the time necessary to understand each client’s unique situation before developing an appropriate and money- saving tax plan. All while providing over-the-top customer service. Rajendra completed his Bachelor of Commerce degree at the University of Guelph majoring in Accounting. He is currently working towards his CPA designation.
Brian Phen
Brian Phen, a newly onboarded Certified Public Accountant, contributes 4 years of professional experience in financial analysis, bookkeeping, and tax regulations. His background, including significant work at Tapp and Company, has equipped him with robust skills in audit support and account reconciliation. Brian is recognized for his meticulous attention to detail and strong communication skills, making him a valuable addition to our team and enhancing the quality of our financial services.
Karen Ramirez
With over 10 years of industry experience, Karen has a keen eye for analyzing and sorting all of our client’s financial data, banking, credit card statements, and day-to-day spending patterns. Her evaluation skills and detail-oriented approach allows her to truly understand the spending habits and trends of all of our clients, giving our advisors everything they need to guide you towards success.
Karen is dedicated to serving all of our clients with the highest regard of customer service, communication, and problem-solving skills in order to instill confidence in what our team can accomplish.
Damion Williams
Damion’s talents lie within financial planning and development in support of our advisors. He will create modules, budgets and strategies that help all of our clients get closer to their financial goals and is exceptionally skilled in reporting, process development, and cost optimization.
With over 5 year’s experience in accounting, bookkeeping, budgeting, and payroll administration, Damion is the true definition of a team player as he does everything within his power to assist others and our clients.
Cru Smith
Cru has become an integral part of our team, bringing a wealth of finance expertise as our Accounting Technician. Since joining us, his dedication, attention to detail, and proactive engagement have greatly contributed to our team’s success. His extensive experience in income tax, compliance and reporting continues to be invaluable. With his comprehensive understanding of the Tax Code, Cru has successfully worked with a multitude of clients to refine and optimize their tax strategies, demonstrating his essential role in our ongoing initiatives.
Ann Hutchinson
Ann’s well-rounded experience represents strong analytical skills, staff and office management, event coordination, informational counseling – all the while being a friendly team player.
She approaches all aspects of any job with a positive, hard-working mindset, and is passionate about helping find solutions to any challenges. She brings with her an extensive background in customer service.
Feny Patel
Rajendra Singh
Rajendra wakes up every morning knowing that he is going to put his best foot forward and help our clients in the best way possible. He is passionate about working with numbers and takes the time necessary to understand each client’s unique situation before developing an appropriate and money- saving tax plan. All while providing over-the-top customer service. Rajendra completed his Bachelor of Commerce degree at the University of Guelph majoring in Accounting. He is currently working towards his CPA designation.
Brian Phen
Brian Phen, a newly onboarded Certified Public Accountant, contributes 4 years of professional experience in financial analysis, bookkeeping, and tax regulations. His background, including significant work at Tapp and Company, has equipped him with robust skills in audit support and account reconciliation. Brian is recognized for his meticulous attention to detail and strong communication skills, making him a valuable addition to our team and enhancing the quality of our financial services.
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It only takes 15-minutes for a lifetime of savings.
