About Us

We believe in the value of relationships and treat every client interaction like a partnership. It is our belief that our success is a result of your success.

We are committed to providing close, personal attention to our clients and take pride in providing professional assistance that comes from years of advanced training, technical experience and financial acumen.

To ensure our clients the high level of expertise they expect from us, we continue to invest our time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships. It is with this dedication that we continue to prove our commitment to excellence.

Staff Profiles

Jorge E. Roman, Enrolled Agent
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Patricia A. Roman, Enrolled Agent
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