Claudia has over 20 years of experience and is passionate about empowering clients through tailored financial and tax planning solutions that help them minimize their tax burdens and protect their hard-earned assets. Throughout her career, she has earned a reputation for her in-depth knowledge of tax regulations and strategic approach to financial management. She understands the unique challenges faced by clients in navigating the US finance and tax systems and is dedicated to offering personalized guidance that aligns with their goals. Claudia is a US Navy Reserves veteran, attended Cornell University, and has earned several certifications, enhancing her ability to deliver expert advice.

Giselle Costa has established herself as a dynamic leader in financial management and operational efficiency. With over five years of experience as an Accounting and Operations Manager, she specializes in streamlining processes to enhance productivity and ensure compliance, successfully managing teams to achieve organizational goals. Giselle’s expertise encompasses budgeting, forecasting, and financial reporting, enabling her to drive informed decision-making and strategic growth. Known for her analytical mindset and strong communication skills, she fosters collaboration across departments to optimize performance and support business objectives. Giselle is passionate about leveraging technology to improve workflows and deliver exceptional results.