Home
Company
Why Us?
Meet Your Team
Services
Tax Consulting And Compliance
Personal Financial Planning
Wealth Management
Resources
FAQ
Blog
Videos
News & Links
Contact
Client Login
Home
Company
Why Us?
Meet Your Team
Services
Tax Consulting And Compliance
Personal Financial Planning
Wealth Management
Resources
FAQ
Blog
Videos
News & Links
Contact
Client Login
Robert L. Tate, CPA, PFS, MS
Principal
This email address is being protected from spambots. You need JavaScript enabled to view it.
Michael R. Tate, CPA, PFS
Managing Principal
This email address is being protected from spambots. You need JavaScript enabled to view it.
Donna Palmer, CPA, MST
Principal
This email address is being protected from spambots. You need JavaScript enabled to view it.
Mary Anne Davis, CPA, MST
Principal
This email address is being protected from spambots. You need JavaScript enabled to view it.
Tracy Louisa Yu Nguyen, EA, MST
Principal
This email address is being protected from spambots. You need JavaScript enabled to view it.
Angela Davis
Tax Associate
This email address is being protected from spambots. You need JavaScript enabled to view it.
Bla Yang
Senior Tax Associate
This email address is being protected from spambots. You need JavaScript enabled to view it.
Connie Bates-Jackson, EA
Senior Tax Associate
This email address is being protected from spambots. You need JavaScript enabled to view it.
Ha Manh
Senior Tax Associate
This email address is being protected from spambots. You need JavaScript enabled to view it.
Jania Anderson
Tax Manager
This email address is being protected from spambots. You need JavaScript enabled to view it.
Kristin Findley
Client Service Operations Manager
This email address is being protected from spambots. You need JavaScript enabled to view it.
Marilyn McCuistion
Bookkeeper
This email address is being protected from spambots. You need JavaScript enabled to view it.
Monique Blakes
Senior Tax Associate
This email address is being protected from spambots. You need JavaScript enabled to view it.
Norissa Juarez
Lead Relationship Manager
This email address is being protected from spambots. You need JavaScript enabled to view it.
Sadia Chaudhary, CPA, CMA, MBA
Tax Manager
This email address is being protected from spambots. You need JavaScript enabled to view it.
Shellee Dieter
Office Manager
This email address is being protected from spambots. You need JavaScript enabled to view it.
Tammy Compton
Client Service Operations Assistant
This email address is being protected from spambots. You need JavaScript enabled to view it.
Thanh Nguyen, CPA, MST
Lead Advisor
This email address is being protected from spambots. You need JavaScript enabled to view it.
Yajaira Pagan
Tax Associate
ypagan@tategrp,com
Free Financial Review
We offer a complimentary review meeting to describe our services, and to see if our services are right for you.
Let's chat