Eleanor Hart
Founding Partner · CPA, CGMA
Focus Business tax, succession
Eleanor founded the firm in 1998 after a decade in Big Four tax. She works with second- and third-generation family businesses on ownership transitions.
Our team
Fourteen people. You'll know their names.
Every client has a partner and a manager assigned by name. When you call, you reach someone who already knows your file.
Marcus Vale
Partner · CPA, PFS
Focus Individual tax, equity compensation
Marcus leads the individual practice and spends most of February building equity-compensation models for clients in tech and pharma.
Renée Okafor
Director, Advisory · CPA, CMA
Focus Outsourced CFO, forecasting
Renée runs the advisory group and serves as fractional CFO for a dozen companies in manufacturing, healthcare, and professional services.
Daniel Cho
Senior Manager · CPA, EA
Focus IRS representation, multi-state
Daniel handles audits and notices, and untangles multi-state filings for remote-first companies.
We're hiring a senior tax associate for the 2027 season. Get in touch.