Results

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.

Relationships

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.

Relief

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.

Staff Profiles

Jon Pineiro 

As a qualified and licensed Tax Professional who has been self-employed for the last 20 years, I focus on growing the financial success of small businesses through coaching, planning, and implementing custom strategies.

When I was a small business owner, outside the world of finances, I did not have access to these services and often felt lost and confused. I learned things the hard way: reading up on books, taking courses, and failing a lot. I entered the financial coaching field because I feel it is my duty to help others just like me, so they don’t have to learn the hard way. The keys to financial success are out there, and I don’t believe they should be hidden from anyone.

Our main objective is for all of our small business owners and tax clients to understand the importance of accounting and taxes and how both components can impact the outcome of their business bottom line, as well as their personal one.

As financial professionals, we carry alternative products and services for our clients that could, if used correctly, help them save and invest in an innovative yet secure way. The main goal with these services and products is not to see how much money our clients can make but how much of their own money they can keep while utilizing all tax rules and regulations to their advantage.

I am highly passionate about collaborating with business owners and individuals alike to achieve financial success and stability through constant empowerment, guidance, and support. I wholeheartedly believe that strong finances have nothing to do with intelligence or other external factors. Achieving a solid financial status has everything to do with being focused, goal-oriented, and mastering the craft of financial planning. It is our mission to help you do that.