A direct answer, with an entire firm behind it.
Plain-spoken on the surface. Formidable underneath. That tension isn’t a problem to resolve, it’s the firm.
The Radio Call
Plain language. A human welcome. A direct answer, every time.
The surface is plain and accessible on purpose. We value connection, humor, and enjoy the process, the people you’d actually want in the room, talking to you in language you can use.
The Flight Deck
Big 4 alumni. CPA- and CFA-led judgment. An AI-forward platform running underneath.
Underneath runs the opposite of ordinary: global-firm expertise, four full disciplines, and a standard of judgment most regional firms can’t staff. That is what the calm rests on.
Why We’re Still Independent
Independence isn’t nostalgia. It’s the strategy.
A a non-PE CPA firm that started in Tampa Bay and is building across Florida, by adopting what consolidators got right, one technology and AI platform, disciplined integration, and real career paths, without selling to get them. The same people will answer in five years.
Our values
Six we actually run on.
01
Relationships
We combine deep expertise, integrity, and a personal touch to build lasting client partnerships. With a proactive mindset, we stay closely aligned to each client’s goals, anticipating needs and delivering thoughtful solutions.
02
People
We invest in our team’s growth and well-being, empowering every individual to reach their potential and contribute meaningfully.
03
Agility
We thrive in change. Adapting to challenges with innovation and expertise.
04
Quality
We are committed to delivering work that is accurate and impactful. With a methodical approach and a dedication to continual growth, we uphold the highest standards to consistently exceed expectations.
05
Accountability
We own our actions, decisions, and results. We follow through on commitments, learn from setbacks, and hold ourselves and each other to high standards because our work and integrity matters.
06
Fun
While we approach our work with dedication, we’re not just accountants. We value connection, humor, and having fun.
The people are the Brand
The team. All named. All here.
Partner
Tanya Mejia, CPA
CPA · former-Anderson
“The team you meet is the team you keep.“
Partner
Paul DeGance, CPA
CPA · former-PwC
“Independence isn’t nostalgia. It’s the strategy.”
Advisory
Assurance
TAX
Transaction Services
Audit
Tax
CFO
Client
From Here, Across Florida
Tampa Bay is our address. Florida is our market.
Named partners you can reach, and accountability you can drive to. Specific, not scenic.
Florida
Tampa Riverwalk · Channelside
The Value Offer
The Operator’s Brief.
A quarterly read on Florida’s growth economy, transactions, valuation benchmarks, tax-code shifts. The thing operators forward to each other.
No spam. One thoughtful email a quarter. Unsubscribe anytime.
