Meet the Team
Connie Mora, EA
F O U N D E R | M A N A G I N G P A R T N E R
Welcome to our professional corner! I am a dedicated tax accountant with a passion for navigating the complexities of taxation to ensure financial success for my clients.
I have two bachelor's degrees, one in Accounting and one in Business Administration, from William Paterson University. I also hold a Master's degree in Accounting from Northeastern University, as well as an Enrolled Agent Certification. My educational background, along with ongoing learning, allows me to stay current with the constantly changing tax environment.
With more than 10 years of experience working in the public sector for government agencies, private companies, and public corporations like Ernst & Young and Macy's, I have a comprehensive understanding of business needs with an emphasis on the financial aspects. I have successfully helped clients navigate complex tax laws and regulations. My objective is not just to optimize your tax filings, but also to provide clarity and confidence regarding your financial and business needs.
Specializing in:
- Individual Taxation
- Business Taxation
- US Company Formation
- Business Advisory
- Financial Analysis
- IRS Representation
CONSTANZA OVIEDO-MORA
T A X M A N A G E R
I am an experienced tax professional and former middle school teacher who loves making taxes straightforward and giving people financial knowledge to empower them.
I have a degree in Spanish Education from the University of Jersey City and have taken accounting classes to complement my 15+ years of tax prep experience.
In addition to preparing taxes, I'm passionate about imparting my expertise through instruction and guiding clients through financial choices. I place high importance on transparent communication and make sure clients feel at ease and well-informed during tax prep.
Specializing in:
- Individual Taxation
- Individual Financial Advisory
- Spanish & English Translations
- Public Notary
MELISSA MORA, AFSP COMPLETION FOR 2024
P A R T N E R
Greetings! I am a dedicated and versatile professional with expertise in tax preparation, bookkeeping and office management. My mission is to provide excellence across these diverse domains, ensuring smooth operations and financial clarity for businesses and individuals.
With 5+ years of tax preparation experience, I navigate the complexities of tax codes to optimize returns for individuals and businesses. I provide personalized solutions tailored to your unique financial situation.
With 7+ years of experience in office management, I specialize in creating organized and efficient work environments. From overseeing daily operations to managing administrative tasks, I am dedicated to fostering a productive and collaborative workplace.
With a meticulous approach to financial record-keeping, I offer professional bookkeeping services. From maintaining accurate ledgers to reconciling accounts, my goal is to provide clients with a clear and organized financial picture.
In each role, I prioritize a client-centric approach. Whether I'm managing office operations, preparing taxes with precision, or maintaining financial records, my focus is on delivering excellent service and building lasting client relationships.
Specializing In:
- Individual Taxation
- Office Administration and Management
- Tax Planning and Compliance
- Bookkeeping and Financial Record-Keeping
- State Sales Tax