Get to know the dedicated professionals behind our real estate tax and accounting expertise. Our team combines passion, knowledge, personal real estate investing experience, and a client-first approach to help you maximize tax savings and achieve your investment goals.
Founder & CEO
Director of Operations
Tax Manager
Client Success Manager
Admin Manager
Senior Tax Advisor
Senior Tax Associate
Senior Tax Associate
Senior Tax Associate
Senior Tax Associate
Tax Associate
Tax Associate
Tax Associate
Tax Associate
Accountant
Firm Administrator
Software/AI Engineer
Executive Assistant
Do you have questions or want to learn more about how we can help? Get in touch with us today.
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Nick is a CPA specializing in real estate taxation, driven by a passion for helping investors save money and build wealth.
As an active real estate investor with experience in long-term rentals, short-term rentals, and syndications, Nick brings both technical expertise and personal insight to his clients.
Outside of work, Nick loves spending quality time with family, including his son and daughter, cooking new and favorite meals, cheering on his favorite sports teams (New York Yankees and Tampa Bay Buccaneers), exploring investment opportunities, and continuously learning new skills.
Director of Operations
Chilyn Whitmire is a dedicated Operations Manager with over a decade of multifaceted experience in production, data analysis, project management, and strategic planning.
She is driven by a commitment to optimize and streamline operations to enhance efficiency, improve client satisfaction, and empower the team.
During downtime, you can find her making memories with loved ones, cheering on the GA Bulldogs, learning something new, or exploring nature with hiking or kayaking.
Tax Manager
Carolyn is an experienced CPA with over 14 years of experience in public accounting. She currently holds bachelor’s and master’s degrees in accounting but keeps learning every chance she gets. She enjoys working with real estate investors due to the multitude of different strategies available to taxpayers.
In her free time, Carolyn can be found reading or spending time with her two kids and three dogs.
Client Success Specialist
As a Client Success Specialist, Hailey is passionate about building lasting relationships and helping clients reach their goals. With a deep understanding of client needs, she thrives in creating solutions that drive success and satisfaction.
Beyond her professional life, she cherishes time with her husband and children, exploring the outdoors through activities like camping, swimming, and making the most of the summer months.
In her spare time, she also loves to express her creativity by decorating cakes for birthdays and other special occasions, adding a personal touch to life’s celebrations.
Admin Manager
Senior Tax Advisor
Sam is a real estate-focused CPA with a Master’s in Accounting and a Bachelor’s in Finance, dedicated to helping clients navigate the complexities of their investments.
When he’s not crunching numbers or dissecting the latest tax updates, he’s likely found strumming his guitar or getting lost in a good book.
He looks forward to meeting new clients and simplifying their financial journeys.
Senior Tax Associate
Nicholas is an experienced Enrolled Agent (EA) with several years of helping clients navigate the ins and outs of tax preparation.
He prides himself on taking a detail-oriented and personalized approach to ensure clients feel confident and supported.
When he is not working, you can usually find him on his motorcycle exploring scenic backroads or in the kitchen cooking a new recipe.
Tax Associate
Chris has a BS in Accounting from Molloy University, Long Island, NY, and is a New York registered CPA.
He previously worked in Real Estate Audit at Ernst & Young.
Outside of work, he enjoys traveling, attending concerts (country and rock/pop-punk), watching baseball, and riding motorcycles/dirt bikes.
Senior Tax Associate
Dalton has a BS in Accounting and a Master of Accountancy from Missouri State University in Springfield, MO and is a licensed CPA in the State of MO.
He previously worked in various public accounting sectors with BKD, LLP (now Forvis Mazars US) and RSM US LLP and has a strong passion for finance and tax planning.
Outside of work, Dalton enjoys spending time with his wife Ellen, his daughter Eowyn, and his son Xander. Together, they love traveling across the country, playing tabletop games, eating great food from cuisines like Cajun and Mexican, and rooting for the Green Bay Packers and St. Louis Cardinals.
Senior Tax Associate
Vishwa is a CPA and a Chartered Accountant (India), holding a bachelor’s degree in accounting. She brings experience in taxation and works with clients to navigate complex tax matters.
Born and raised in India, Vishwa is fluent in Hindi, Gujarati, and English.
Outside of work, she enjoys DIY projects, traveling to destinations close to nature, and spending time with family.
Tax Associate
Jessa holds BS in Accounting Technology and has experience in accounts payable, budgeting, and U.S. tax preparation. She has supported both government and private organizations and is detail-oriented in handling financial records, reconciliations, and compliance-related tasks.
She is committed to continuous learning and professional growth to support the team effectively. Outside of work, Jessa enjoys crocheting, cooking, spending time outdoors, and spending quality time with family and her pets.
Tax Associate
I am a BS Accounting Technology graduate with six years of experience in bookkeeping. Growing up as the eldest of three siblings shaped my sense of responsibility and attention to detail, qualities I bring into my work every day. I’m currently interested in stock market and real estate investing. Outside of work, I enjoy experimenting with different cuisines in the kitchen, watching volleyball games online, and spending time gardening.
Tax Associate
Jau is a Certified Public Accountant in the Philippines with a Bachelor of Science in Accountancy. He previously worked as an External Auditor at Grant Thornton Philippines before transitioning into U.S. tax services. He is passionate about expanding his expertise in taxation and enjoys learning complex tax concepts while collaborating with his team to deliver high-quality work. Outside of work, he enjoys spending time with his family and helping with household responsibilities.
Tax Associate
Christine Haynes graduated Summa Cum Laude from The City University of New York with a BS in Accounting, and is a Notary Public of Kings County in the state of New York.
She has over 15 years experience as a tax preparer and bookkeeper.
Her favorite pastimes include family gatherings, reading, listening to music and evening walks. It is during those walks that she finds her muse.
Accountant
Dustin is a Marine Corps veteran, holds a BS in Accounting, and brings several years of experience in accounting covering multiple different industry types.
Raised in the Mid-West, Dustin enjoys spending time with his 2 children, fishing, golfing and cheering for the Chicago Bears.
Firm Administrator
As a Firm Administrator, Natalie is committed to enhancing workflow and efficiency through effective administration and meticulous tax document organization.
Her dedication to client satisfaction is unwavering, and she strives to ensure every interaction leaves a positive impression.
In her free time, she enjoys spending quality time with loved ones, traveling to discover new places, and venturing outdoors for a walk or run.
Software/AI Engineer
Executive Assistant
Digital Marketer & Content Coordinator
Tim Johnson is a Digital Marketing and Content Coordinator passionate about turning complex tax topics into clear, engaging content for real estate investors.
With a background in marketing strategy, analytics, and storytelling, he builds data-driven campaigns that connect insight with action.
Outside of work, Tim enjoys cooking southern comfort food, exploring biking trails, catching live music, and cheering on the New Orleans Saints.