Our Team
Sidney brings structure, consistency, and genuine ease to our clients' day-to-day accounting needs. Raised in Greenwich, she’s deeply rooted in the community, a quality that shows in her work ethic and leadership outside the office. Her background in coaching translates seamlessly into her accounting style: organized, responsive, and always in your corner.
Client Accounting ManagerSidney A.
Jordan blends big-picture thinking with practical advice, helping clients map out financial goals they can actually stick to. A graduate of American University, she developed her leadership chops as Vice President of the school’s rowing team, an experience she still credits for her collaborative, steady approach. Clients appreciate her ability to keep things calm, clear, and grounded in real strategy. Off the clock, she’s usually planning her next travel adventure or exploring local art galleries wherever she lands.
Strategic Finance AdvisorJordan R.
With a Bachelor's in Accounting and a Master’s in progress at Sacred Heart University, Sophia brings both curiosity and care to her work. She’s especially drawn to the rhythm of compliance, translating numbers into something clean, accurate, and complete. Around the office, she’s known for being upbeat, responsive, and someone who always asks thoughtful questions. She lives nearby and is often found studying with an iced coffee in hand or catching up with friends from her sorority.
Tax Compliance SpecialistSophia R.
Rebecca P.
Rebecca’s background in law gives her a distinctive edge in the world of tax. After earning her BA from Colgate and her JD from Brooklyn Law, she found her sweet spot in the structured, rules-based landscape of compliance work. She thrives on diving into the details and making sense of complex returns, especially for clients juggling multiple income streams. At home, she’s happiest in the kitchen trying new recipes, hosting game nights, or playing platform tennis with her family.
Tax Compliance Specialist