Our Team

Patricia Fogarty

Sales Director - Tampa and Brooksville, Florida Offices

Intrpreter English/Spanish with over 8 years professional experience

Laura Rico Ospina

Client Services Director

Laura has over five years management experience in the hospitality industry. She is also fluent in Spanish and English, and is the liaison for all of our customers.

Kamola Mukhtorova

Tax Specialist -  AFSP Certified

Experienced tax professional with a major in Business Administration. She speaks, English, Russian, and Uzbek. 

Kamola specializes in personal and business tax returns.

Felipe Sanchez

Marketing Director

In charge of all social media advertising and marketing

Felix Rico

Sales Director, Miami Office

Fluent in Engish and Spanish

Kim Chatfield 

Personal tax professional, and Quality Reviewer - AFSP Certified

Sagar Patel

CPA

Sagar holds a CPA designation and has worked with various industries, including finance, technology, and healthcare. His deep understanding of tax regulations, auditing, and financial reporting allows him to provide invaluable insights that support business growth.

Amit Doshi

Director of Tax

Amit’s area of expertise is in serving as the entrepreneur tax and business adviser to middle market entrepreneurs, their businesses, and their families. He works extensively with partnerships, S corporations, estates, trusts, and ultra-high net worth individuals in tax compliance.

Ron Sieber

Principal Advisor, Capital Guaranty Advisors

Ron Sieber is an independent financial advisor recognized for his integrity, fiduciary standards, and disciplined planning approach. He has particular expertise in working with business owners, while also serving individuals who seek professional financial guidance. His work emphasizes tax-aware strategies, risk management, and long-term financial stability, integrating both financial and insurance decisions into a clear, cohesive framework designed to support sustainable outcomes.