“Ability may get you to the top, but it takes character to keep you there”
We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.
We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.
Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.
Mauricio Orozco, EA
Tax Accountant / Investment Adviser Representative
Education and Professional Designations
Bachelor of Science Degree, Finance, Roosevelt University
Enrolled Agent, Enrolled to represent taxpayers before the Internal Revenue Service
Investment Adviser Representative
In addition to 6 years corporate accounting experience, Mauricio has worked for more than 30 years in the taxation area with emphasis on flow through entities such as S-corps, Partnerships, and LLCs, as well as tax planning for businesses and individuals. He also works directly with the IRS on client tax audits.
David Ramirez, EA
Taxation and Technology Consultant
Over more than 10 years, David has been helping individuals and small business-owner corporations with the process of filing their personal and business income taxes. He graduated from DeVry University from B.S. Business Administration with concentration in Accounting (Honors), he currently possess a certificate of enrollment (Enrolled Agent) that allows David to represent clients with the Internal Revenue Service. He is also a CPA candidate.
In addition to his competency in taxation and representation, his former knowledge, while coursing eight semesters of Engineering of Systems (UdeA, Col) has provided the firm an advantage for his mulch-disciplinary knowledge and experience. David has been able to design and implement better processes and software platforms; generating greater goodwill with our clients, significantly improving productivity within our office and helping our clients to reach their goals.