WHO WE ARE
Empowering Families to Build Wealth and Legacy
Two Caribbean sisters, CPAs with 60+ years of combined CPA experience in Large Multinational Corporations.
Certified through the Rich Dad Poor Dad and Tax Free Wealth programs designed by Robert Kiyosaki and Tom Wheelwright.
Helped 300+ high net worth families with wealth and tax strategies.
Florice Gregory, CPA
- CPA License in California
- Cal State University Northridge
- University of Florida, MBA
- Married with 3 young adult kids
- Former CFO/Executive in Private Equity and MNC
Gracelyn Hodge, CPA
- CPA Licenses in California and Florida
- Graduate of the University Southern California
- Married with 2 young adult kids
- Former Partner in Big 4
Deploy 30 - 50% of your Taxes Toward Wealth Building
PREMIUM SERVICE
Wealth and Tax Coaching
for High Net Worth Families and Businesses
We provide training and guidance on how to reduce your tax liability by 30-50% and utilize the savings for wealth buiilding .
BUSINESS SERVICES
CFO Services,
Accounting Bookkeeping
Tax Services
Industries Served:
Medical Professionals
High Net Worth Individuals NIL Contracts
Realtors
Logistics e.g. Amazon DSPs
Transportation
Consultants
Contractors
CONSULTATION
CONSULTATION
Get personalized support for your major life decisions and asset purchases.
Offshore and Onshore Trusts
Asset Purchases
STRATEGIC PURCHASES
Does your tax strategy involve acquiring an asset (jet, boat, house)? Let us assist for a smooth, stress-free transaction.
COACHING FOR FAMILIES
Offers a 2-3-day family and business owner retreat, empowering families with wealth and tax strategies, legacy building, and personalized insights using the Kolbe Index to identify strengths.
OUR AFFILIATIONS
