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ABOUT US

WHO WE ARE

At Advanced Tax Solutions, we specialize in providing top-notch tax preparation and planning services for small businesses, individuals, and entrepreneurs. Our team of experts is dedicated to helping you navigate the complex world of taxes, ensuring that you receive the maximum benefits and deductions available.

Our Team

OUR TEAM

Shanna David, CPA

Shanna is a Certified Public Accountant with over 10 years of experience in tax preparation and planning. She founded Advanced Tax Solutions with a vision to provide top-notch tax services to individuals and businesses alike. Shanna is passionate about helping his clients save money and achieve their financial goals.

Lindsey Cowley, CPA

Lindsey is a tax consultant with a focus on helping clients navigate complex tax laws and regulations. She has over 5 years of experience in tax planning and preparation and is committed to providing exceptional service to each and every client.

Sarah Leavitt-Kingston, CPA

Sarah is a Certified Public Accountant and tax strategist with a focus on helping clients reduce their tax liability. She has over 8 years of experience in tax planning and preparation and is committed to staying up-to-date with the latest tax laws and regulations.

John Fontenot, Enrolled Agent

John is an enrolled agent with over 6 years of experience in tax preparation and resolution. He is passionate about helping clients resolve tax issues and achieve peace of mind. John is dedicated to providing personalized service to meet the unique needs of each client.

Marco Alfaro, Operations Manager

Marco ensures a smooth operation and a great client experience. He has a Master's degree in Human Resources and is always trying to find ways to bring value to our clients and tax professionals.

Contact Us

If you have any questions or would like to learn more about our services, please do not hesitate to contact us. We are here to assist you in any way we can.

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