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 accountants 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 accountants. 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.
