Jon brings over 25 years of experience in diverse operational and financial decision-making roles to his position as Accounting Director. He is passionate about providing guidance and offering insight to business owners to assist in strengthening their financial position both professionally and personally. With his experience as a Certified Public Accountant, he helps clients develop and enrich their financial knowledge and comfort level navigating the ins and outs of Financial Statements and business operation, helping to formulate and manage strategies to reach their unique objectives. In his off-time, Jon enjoys cycling, watching Formula 1, and family time.
Lilly Tang, CPA – Senior Tax Manager
Lilly highlights an extensive background spanning over a decade in the realms of tax and accounting. This wealth of experience positions her as an adept professional capable of not only meeting but surpassing client expectations. Whether you are a high net-worth individual navigating complex financial landscapes or a budding entrepreneur embarking on the journey of building your financial empire, Lilly’s exuberance and expertise play pivotal roles in steering you towards the achievement of your tax and accounting objectives. Lilly’s dedication extends beyond the numbers, as she endeavors to guide clients towards best practices, enabling them to redirect more time and energy towards the aspects of their endeavors they cherish the most. In her leisure time, Lilly channels her passion for nature into cultivating a thriving garden, showcasing her green thumb with pride.
Jeremy Herbst, CPA – President
Jeremy has been in his own practice for the last ten years, basing his approach to running his business on all that he has learned from his various experiences as both an employee and as an owner. He has incorporated his cumulative experience and translated it into an opportunity to help other business owners and individuals maximize their financial health and achieve financial stability. Never complacent, and responsive to the needs of his clients, he has consistently updated technology and sought to improve existing practices to provide the very best service. He relishes the opportunity to help clients both avoid any pitfalls and champion the springboards that lead to greater business success. When not working to inspire and encourage his clients to succeed, Jeremy enjoys playing golf, cooking, and spending time with his wife and feline children.
