Our Firm

Our firm specializes in small to medium businesses in Southwest Broward County Florida.

Our Mission

To provide timely, proactive, innovative, and independent financial and tax services to privately owned businesses, their owners, and families. Understanding that serving our clients is the reason we are here has been fundamental in the firm’s growth and success.

Our Team

Zora A. Santelices, VP and Principal

Ms. Zora Santelices is the founder and principal of the firm. Zora is a graduate of Barry University with a Masters Degree and has over 30 years of experience in all areas of accounting with extensive experience in individual and business taxes. Zora is licensed by the IRS and specifically trained in federal tax planning, preparation, and representation. She holds the most expansive license IRS grants and has passed the IRS suitability checks.