We love to hand hold our select group of clients and provide them the support they need so they can focus on their families, their businesses and their careers.
Alva is a CFP® professional and Enrolled Agent based in New York City. Before joining CBTA, Alva worked at PWC and Deloitte as a trusted tax advisor and at leading wealth-tech companies as a Wealth Manager.
Alva partners with high-net-worth clients, startup founders and employees, and families to help them achieve financial independence.
She provides comprehensive financial planning and tax compliance services in a seamless, coordinated relationship that works together rather than in silos. Her expertise includes navigating equity compensation, planning for liquidity events, and developing multi-year, tax-smart strategies to preserve and grow wealth.
Nancy is an Enrolled Agent based in New York. With over 20 years of Big Four accounting experience Nancy has worked across various fields assisting high net worth clients.
Specializing in expatriate taxation, Nancy brings subject matter expertise for clients in technology, banking, and partnerships.
Christina is a CPA with over 20 years of tax experience based in Silicon Valley, California. Christina provides tax compliance and consulting to individuals, families and closely held businesses.
Christina’s career includes international tax experience at a national firm and significant private company experience at a prestigious Silicon Valley firm. She works extensively with high net worth individuals, those who are aspiring to be HNW, their families and closely held businesses as well as various equity compensation issues.
As a mom of 2 boys, Christina also enjoys volunteer work and the great outdoors with her family.
Andrew has more than 20 years of experience in tax compliance and consulting, 10 years of which was with the “Big 4” accounting firms.
Based in the New York metro, Andrew provides a broad range of tax services, focusing on high net worth individuals, those aspiring to be HNW, small businesses and flow-through entities.
He holds an active license as an Enrolled Agent with the Internal Revenue Service.
