A Team of Stewards

Guiding our clients in uncovering, growing and securing their wealth for future generations, is more than our goal - it's our calling. As stewards, we take on our clients' goals as our own, using their best interests as the measure for every interaction and recommendation.

Family Serving Families

At our core, we're a family of professionals who believe helping our clients create a legacy is the truest expression of our values. For more than twenty years, we've helped thousands of clients around the country save millions of dollars in taxes. We work with business owners and high net worth individuals that meet the accredited investor status to save them up to 50% or more on their taxes - year after year.

Our Promise

We promise two things that nobody else in the industry will:

  1. We guarantee our tax savings and planning
  2. We provide audit assistance and advice in the event a client is audited based on one of our recommended strategies

Leadership

Andrew Miles

President and Founder

Drew Miles holds a B.S. in Political Science with a Minor in Sociology, as well as a Juris Doctor, from Hofstra University. He was was admitted to the New York and Federal Bar in 1988. Mr. Miles currently maintains FINRA Series 7, 24, and 66 registrations. Mr. Miles’ practice specializing in legal services further developed to offering tax advisory services to high-net worth clients through Tax Saving Professionals, founded in 1999.

Patricia Miles, MHRM, PHR, SHRM-CP

Client Experience Director

Patricia Miles holds two Human Resource certifications as PHR and SHRM-CP. She has an undergraduate degree in Business Management and a Master’s Degree in Human Resources Management from Saint Mary’s University. Prior to joining our team, Patricia worked as a consultant in the fashion, advertising and marketing industries and began her own production company, creating fashion, film shoots and events. Her projects included corporate educational conferences and sales events as well as a national model search tour for Proctor & Gamble.

John Scott

Business Development Director

John Scott has more than 30 years of business experience including management, finance, and operations. John has worked in the financial arena for the past 15 years. Prior to this time, he had an impressive 21-year career with FedEx, during which he was recognized for his achievements in exceeding financial and operational expectations. Recognizing that one of the biggest obstacles preventing true success for business owners and individuals was tax related, John formed a tax relief company in 2007 focusing on tax debt solution, tax planning, and tax preparation.

Megan Vickers, CPA

Financial Controller

Megan Vickers earned her Bachelor’s Degree in Business Administration with a concentration in Accounting from Hofstra University in New York in 2005 and earned her CPA Certification in 2011. Megan’s professional background spans over 13 years, during which time she held financial leadership roles at various locally and nationally based companies in the areas of financial reporting and analysis, forecasting and strategic planning.

Theodore J. Zamerski, III, CFA, CPA/PFS

Fulfillment Director

Ted Zamerski joined our team from a Registered Investment Adviser Firm where he served as Chief Financial Officer and Chief Compliance Officer. As CFO he was responsible for directing the company’s overall financial policies, and as CCO he was responsible for directing programs, policies and practices to ensure compliance with reporting and regulatory requirements. A CPA with the PFS Credential, Ted is uniquely able to combine the objectivity, integrity and experience that are the hallmarks of the CPA profession with specialized expertise.

Tax Professionals

Tom Gibson, CPA

Tax Professional

Tom Gibson has over 30 years of experience in public, corporate and non-profit accounting. A 1986 graduate of Lee University in Cleveland, TN with a BS in Accounting, Tom has been a CPA licensed in Tennessee since 1991 and is also licensed in Florida. His public accounting experience ranges from staff accountant to, most recently, owning his own practice which specialized in offsite CFO services to small and medium sized businesses. In the corporate realm, Tom served as Vice President of Finance for Check Into Cash and as Associate CFO for American Uniform Company.

Michael Lofley

Tax Professional, Enrolled Agent

Michael Lofley earned his degree in Accounting from Florida Atlantic University and has a background in helping small businesses and individuals keep more of their own money through the implementation of proven and tested tax planning strategies. He holds Enrolled Agent credentials, which allow him to represent taxpayers before all levels of the Internal Revenue Service including audits, collections, and appeals.

Venise Maybank, MST

Senior Tax Accountant, Enrolled Agent

Venise Maybank comes with over 18 years of experience in Finance, Taxation and Accounting for public, private and non-profit organizations. Venise graduated with her Masters in Taxation from Strayer University and also holds her Enrolled Agent credentials, which allows her to represent taxpayers before all levels of the Internal Revenue Service including audits, collections, and appeals. Prior to joining our team, Venise served as a Financial Controller, Senior Tax Manager, and Senior Property Accountant for several prestigious companies.

Joseph Davis

CPA

Joseph Davis (J.D.) is a licensed CPA in both Virginia and North Carolina. J.D. has more than 40 years of experience in accounting. Throughout his tenure, he has been a consultant with an international consulting firm and the controller in the manufacturing housing industry. Most recently, J.D. has been the Tax Manager for several CPA and accounting firms, including Benham, Miller & Harris and Cocuy, Burns & Company.

Start The Conversation

If you’re ready to explore the possibilities our solutions can provide, we look forward to hearing from you.

Contact Us