Providing tax controversy services to clients since 2016, our company began operations in 2005 as a finance intermediary for private and institutional lenders. As originators our team secured short and long-term mortgage commitments in excess of $240 million dollars for commercial real estate brokers, owners and developers in Central Florida and beyond. I joined the CCIM Institute in 2010 and was later accepted into the Central Florida Chapter’s 2012 CCIM Mentor Mentee program under renowned mentor Blaine Strickland.
Part of my duties as a commercial credit underwriter for the firm was to compile financial documents from borrowers that we recast for our lenders. It put me in a unique position to understand metrics like liquidity, profitability, and debt service ratios that lenders were motivated to approve, When the real estate and financial markets crashed I expanded my knowledge in these critical areas by finishing my bachelor’s degree in business and earning an MBA in accounting. plus a graduate certificate in Advanced Accounting. Clients were the immediate beneficiaries. I passed along my knowledge about business performance and metrics that lenders were likely to approve; while serving them in a new role of trusted advisor. Inside this symbiotic ecosystem, creditors won, borrowers won, and the companies that they led won. We are currently accepting new clients.
IRS Enrolled Agent
IRS Certified Acceptance Agent
Business Valuation Specialist
Certified Advanced QuickBooks Online ProAdvisor
Licensed Commercial Real Estate (CRE) Broker
American Society of Tax Problem Solvers
Better Business Bureau of Central Florida
Tax Rep Network
National Society of Accountants
Ask about our 30% discount exclusively for clients referred to us by an attorney, CPA, accountant, EA, tax preparer, or realtor who join us as an Reciprocal Advisors (www.ReciprocalAdvisors.com).
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