Meet Our Team

Tax Accountant: Sarah joined our firm in July of 2015. She is a St. Mary's Dominican graduate who earned her Bachelor’s of Finance and Master’s in Business Administration from the University of New Orleans. She has experience in customer service, financial forecasts, and preparation of financial statements. Sarah is in the process of taking the additional courses required for taking the CPA exam in order to obtain her license.

Tax Accountant: Xihong Ma (Xixi) joined our firm January of 2020. A graduate of the University of New Orleans, She holds a Bachelor’s degree in Hotel, Restaurant, and Tourism Administration and a Masters in Accounting. Xixi brings with her 3 years of experience in the hospitality industry as well as her intern experience from various Public Accounting firms during her time in grad school and hopes to finish all of her CPA exams by the end of 2020.

Tax Accountant: Malery joined our firm in January of 2020. Malery Graduated from Xavier University Preparatory H.S (St. Katherine Drexel Prep) in 2005 and went on to earn her Bachelor's degree in Public Administration in 2015 From Southern University at New Orleans. Malery joined our team in January 2020. For the past seven years, she has worked as a PTIN tax professional including her work as a volunteer with the IRS VITA/TCE program. Malery intends to pursue a Master's of Science degree in Taxation.

Tax Staff: Brittanie joined our firm in February of 2019. She is an Archbishop Chapelle 2007 graduate who earned her certificate of General Studies and Associates of Applied Science for Visual Communications from Delgado Community College in 2016. Brittanie gained a background in Accounting after working for a local real estate company for six years. She is currently pursuing her Bachelor’s in Accounting at the University of New Orleans.

Tax Staff: Jessica joined our firm in January of 2020 after spending the past 13 years as a business owner. During her time running her business, she completed all of the accounting and taxes herself. Jessica holds and Associates Degree in Accounting and is currently work on getting her notary license.

Client Concierge: Miranda joined us as our receptionist in June 2018, working for us part-time as she finished up her Bachelor's degree at the University of New Orleans. She graduated in December 2019 and fulfills many roles, including receptionist, in-house IT assistance and most importantly, client onboarding. She is the person to call if you need help with appointments, delivering or picking up your documents, or using our portal.