I have had the pleasure to work with Mario in various iterations, projects, and roles over the years. So I can share with complete confidence. He is steadfastly committed to the development of personal excellence when offering advice, service and expert knowledge. Mario is able to see the big picture, effectively keep identify and the relevant details and make recommendations that you can absolutely trust. His credentials are impressive, and more importantly massively helpful as he is like a creative library you get full access to if you get the wonderful chance to work with him.

Mario and his team are super insightful and have been incredible financial advisors and partners for my scaling brand consultancy. They are who you want in your corner when it comes to financial planning, taxes, and strategy.

Mario has been super helpful!

I needed another pair of eyes on my self-prepared return which included some RSU-related complexity and a K1 schedule.
Mario's assistant scheduled a free consultation via Zoom video call for the same day and we went through my return draft together as I was sharing my screen. Mario was friendly and professional, answered all my questions in detail, reassured me about correctness of my returns, and even gave some advice for the future filings.

I will definitely be coming back when I need help with more complex tax situation. Thank you!