Who Are We?

We are not your “run of the mill” tax preparation company. We partner with clients to assist them in developing long-term financial and tax management strategies. While it often starts with simple tax preparation, our relationship with clients typically develops (built upon trust and hard work) into assisting you in finding the best possible financial solutions and reaching goals you have set.

Partner Services

Our Team

Dan Forlano
Dan Forlano
President and CEO
Daniel Forlano founded his tax practice in 1995. D
Elizabeth (Lissa) Forlano
Elizabeth (Lissa) Forlano
Office Manager
Elizabeth (Lissa) Forlano is the Office Manager fo