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.
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.
We promise two things that nobody else in the industry will:
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’ original practice specializing in business and real estate transactions developed to offering tax advisory services to high-net worth clients through Tax Saving Professionals, founded in 1999.
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.
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 Master in Taxation from Nova Southeastern University in 2019. She is a dual licensed CPA in Florida and New York. 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.
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.
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.
Kevin Taylor earned his Bachelor of Business Administration in Trust Wealth and Investment Management followed by his MBA and Certificate in Trust Management from Campbell University’s Lundy Fetterman School of Business. As a Trust Officer with a global bank, Kevin managed in excess of $200 million and served high net worth clients nationally and internationally.
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.
Jerrod Longley earned his Bachelor of Business Administration with a concentration in Accounting from Florida Atlantic University. He has experience on both sides of the tax table, having worked for both the IRS and one of the country's premier CPA consultancy firms. During his tenure with the CPA consultancy firm, Jerrod guided his clients through the intricacies of planning for and preparing personal, trust and estate, and corporate taxes.