Mike Hoffmann has more than 30 years of experience providing individual financial, tax, and small business consultation to a diverse client base. He lives in Lowell with his two children.

Marcus has been a freelance graphic designer for 15 years, working for a variety of clients, including a large number of nonprofits. He lives in Virginia with his partner, Michael, and his dog Freddie.

Adam has attained a Bachelor of Business Administration in Finance from University of Texas at Austin (UT) and a Master of Science in Accounting from University of Incarnate Word in San Antonio, Texas. He graduated cum laude, in the top fifteen percent of his class at UT, while working full time in the Transportation industry. Adam has over ten years of experience in tax and accounting. Industries he has represented include Restaurant and Hospitality, Legal, Medical, Manufacturing, Retail, Construction, Real Estate, Technology, Financial Services, Insurance, Energy and Estate/Gift. His international experience includes mergers and acquisitions, controlled foreign corporations, reporting under International Financial Reporting Standards and FBAR.

Licensed EA have long been considered the standard for tax knowledge, objectivity and integrity, prepared to handle the most demanding tax situations. Adam serves as our Tax and Tax preparation director.