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.


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.


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 15 years, I focus on growing the financial success of small businesses through coaching, planning, and the implementation of 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 field of financial coaching 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.

At my company, our main objective is for all of our small business owners and tax payers to fully understand the importance of accounting and taxes and how both components can impact the outcome of their business profits and losses, as well as their personal finances.

As financial professionals we also carry alternative products and services for our clients that help them save and invest in a smart, 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 making a tax-free profit.

I am extremely passionate about helping business owners and individuals alike 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 strong financial status has everything to do with being focused and goal oriented. It is our mission to help you do that.