• Tax

    Our full-service tax compliance and planning services provide more than just technical advice, they deliver effective solutions.

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  • Assurance

    Our assurance group provides competent and independent validation of the financial results of your business - public or private.

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  • Forensic

    Our forensic accountants help you or your organization prevent and detect fraud or prepare for trial through expert witness.

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  • Consulting

    Our multi-generational, operational and advisory experience places our industry knowledge and technical expertise to work for you.

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Our Experience Is Your Leverage 

Elias "Lee" Urbina,

With over 30 years of experience

in accounting, private equity, and venture capital, Lee believes that value is created not just from counting the results - but from understanding with our clients which results really count.

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Craig Steadman

Craig Steadman,

With over 20 years of experience

as a certified public accountant, and 5 years working as a field agent for the United States Treasury, Craig believes in creating value by navigating clients through complex tax law and minimizing taxes in a practical way.

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Daniel Urbina, CPA, CGMA

With over 10 years of experience

in accounting and advisory within asset management and pooled investment funds, Daniel believes in implementing globally-recognized best practices to enhance operations, reporting and compliance - from firm to family office.

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Institutional Resources, Personal Approach

We are a regional full-service accounting and consulting firm with a complete suite of resources and experienced professionals in tax compliance and planning, assurance services, forensic accounting and management consulting. Our dedication to create value and comprehensively understand our client's unique needs truly sets us apart. We understand that practical and proactive services are just the beginning to a truly meaningful relationship with our clients.

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Client Resources


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