Our Team
We’re real people who care about your results, not just your returns.
If you've ever felt like you're overpaying in taxes or that nobody's really “in your corner” financially, you're not alone. That’s exactly why our team exists. We simplify your financial life, help you plan smarter, and stay one step ahead so you can focus on what matters most to you, your business, your family, and your peace of mind.
What Makes Us Different?
We're not a revolving door of seasonal tax prep. We’re a year-round advisory team. That means you’ll have real people (not bots or pop-up shops) walking alongside you, helping you make confident decisions with your money and minimizing your tax stress, one step at a time.
We believe:
You deserve clarity, not complexity.
You should keep more of what you earn.
And you deserve a team that knows you not just your numbers.
Meet Your Financial Team
Jesse
I didn’t take the traditional path into accounting, no Big 4 pedigree, no MBA. I started this firm after a life pivot in 2018, during one of the hardest chapters I’ve faced. I’d spent years in the entertainment world in California, chasing creativity, and eventually found myself searching for deeper meaning and something to rebuild. I wanted to create a business that felt human, that helped people find stability, freedom, and clarity with their finances.
My background zigzags more than most. Originally from Alabama, I’ve lived in England, Australia, and now California, working across everything from foreign exchange to entertainment. Throughout it all, I kept one foot firmly in the accounting world, preparing tax returns during those early years in LA, before this firm existed.
Since then, this firm has grown from helping a few friends to becoming a proactive planning and advisory firm serving creators, entrepreneurs, and purpose-driven professionals. We ditched the old-school hourly model and focus instead on building relationships and delivering results clients actually care about.
Outside of work, I’m usually outdoors adventuring with my wife and our little dog, volunteering as treasurer with the Depression and Bipolar Support Alliance (DBSA), or planning my next trip. I’m a big believer in community, connection, and experiences that expand your perspective, whether that’s hiking somewhere new, getting lost in a conversation with a stranger, or spending a week at Burning Man.
This work isn’t just about taxes. It’s about helping people make smarter decisions, live more confidently, and create lives they love.
