About Us

Jef is a Certified Public Accountant and a Certified Fraud Examiner with over 25 years of extensive experience in tax code navigation for a wide array of business and individual clients. Jef is not your typical accountant and his continuous study of developing tax regulations make him one of the nation’s most sought after tax consultant & advisor.

Ryan brings years of experience to his role and coordinates all client activities within the firm. He graduated from University of Hartford with a Master of Science Degree in Taxation and has extensive experience across multiple industries relating to small business taxation and is often sought after for his technical tax knowledge.

Matthew graduated from Western Governor University and is key role for our advisory services. Matthew loves working with our business owners and is always making sure the client needs are met.

Francess graduated from the University of Connecticut with a Master of Science in Accounting. She has a passion for Accounting and Taxation and is very eager to learn and contribute more to the field. She is an avid gardener and loves sharing her produce with her neighbors.  

Benjamin graduated from the University of Connecticut and is a member in our business services. He can do gymnastics with numbers and is always looking to help clients with any task.

Caterina graduated from Central Connecticut State University and is a member of our advisory team.  Caterina comes from a family of entrepreneurs and brings that experience to our clients.

Danielle’s lively personality, competence, and ability to connect well with clients has been a huge asset to our firm. She is an integral part of our team helping clients with their tax situations.

Alex is currently working toward his college degree at Central Connecticut State University.  He joins our advisory team as a support member to be a force by the time he graduates.

Ashley graduated from Western Governors University and is a member in our strategy advisory services. She focuses her energy on helping clients see the true value our firm offers.

Kelly is one of our most versatile employees, passionate about her work, and loves to talk to clients. Her passion for wanting to help clients comes through every day.

Laura is known by most of our clients and coordinates most intake of documents on their behalf.

Ossie is our fun loving, singing, cooking bill collector of our company. He handles all client billing matters with a big ole’ grin.

Lori joined Edwards Ingram in 2020 when her firm was bought out. She brings several years of experience and is enjoying her time of working a lot less hours.