The firm's principals are Steven and Theresa
Weil, a husband and wife team.
Steven Weil, has a PhD in Finance and is an
Enrolled Agent (EA). He has a strong background in business operations, marketing, and
consulting to assist clients in expanding their profitability.
Weil, has a PhD in Finance and is also an
Enrolled Agent. She oversees the
accounting and administrative functions of the firm while
using her background in banking to
assist clients in obtaining financing.
Enrolled Agents are then part of a select few who can represent clients in all fifty states before all levels of the Internal Revenue. As Enrolled Agents (EAs), they are highly qualified to assist clients with all tax matters, including tax planning, estate planning, audit representation, and tax preparation. For more information about EAs see www.naea.org.