Advanced Tax Team is a one-stop shop for individuals and businesses. From tax preparation to tax resolution and everything in between, we offer our clients a wide variety of services. That includes tax debt negotiations, bookkeeping, tax return filings, and much more. What sets us apart from our competitors is our exceptional client approach. Our friendly staff treats each case as if it were our own. We work carefully with our clients to resolve their back tax problems and empower them with strategies to avoid future tax issues.
To provide taxpayers with a tax and bookkeeping firm they can depend on for life. To treat each client like family and to bring peace of mind in the area of personal and business finances.
Meet the Team
We are a team of dedicated professionals, ready to do whatever it takes to exceed our clients’ expectations.
Justin Shields
After over 15 years in the tax industry, Justin Shields has developed an innate focus on the client’s overall experience. That includes accuracy in the work and keeping clients informed on the progress of their files. Justin‘s passion for taxation is the client’s results, as well as their overall experience, from innovative solution strategies to knowledgeable and friendly service.
Concepcion Katherine Cosio
Katherine is a driven tax professional with a strong background in preparing diverse tax returns for individuals, small businesses, and corporations. She holds a Master’s Degree in Business Administration with concentration in Taxation. Additionally, she is an IRS Enrolled Agent licensed to represent taxpayers before the Internal Revenue Service.
Salvador Agito
Salvador is a dedicated law graduate who is set to pursue his bar in 2025. Meanwhile, he has been actively preparing tax returns for individuals and businesses. Over the years, Salvador has developed a deep understanding of Tax Resolution, delving into the complexities of tax laws to assist clients in achieving optimal outcomes. His passion lies in guiding clients through the intricacies of tax regulations, ensuring they benefit from the most favorable tax liabilities available to them.
Brittney Donahue
Brittney Donahue is a dedicated team member with a degree in accounting and 8 years of experience as a tax professional. She’s an efficient multitasker and an adept problem solver. So, she enjoys the chaos of tax season every year. Her special talent lies in paying attention to detail while keeping the big picture in focus.
Stephanie Jones
Stephanie Jones has been committed to excellence in client relations for over 13 years. She has two associate’s degrees and a unique blend of organizational and interpersonal skills. Stephanie goes above and beyond to keep things in order behind the scenes. She’s a client favorite! She looks forward to building a great relationship with more of our clients.
Jenna Mendez
Jenna Mendez holds a master’s degree and has been delivering excellence in client relations for over 10 years. She has a flair for evaluating the needs of others and coordinating further action. Our clients benefit from her natural aptitude for identifying priorities. She eagerly awaits meeting our new clients.
