OUR TEAM
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Adam Raschke, JD
Director, Tax Practice Lead
Adam Raschke brings more than 20 years of experience at the intersection of tax, technology, and operations to his role as Director and Tax Practice Lead at LTax.
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Adam Raschke, JD
Director, Tax Practice Lead
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Will Coughlan, CPA, CTC, MST
Director, Tax Specialist
Will’s ultimate goal is to help clients navigate the complex and ever-changing tax landscape while minimizing their tax liabilities and maximizing their financial goals.
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Will Coughlan, CPA, CTC, MST
Director, Tax Specialist
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David Jarmusz, CPA, JD, LLM
Vice President, Tax Specialist
David leverages his vast experience to provide tax planning advice in coordination with clients’ wealth advisors and estate planning professionals.
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David Jarmusz, CPA, JD, LLM
Vice President, Tax Specialist
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Matthew Peterson, CPA
Manager, Tax Specialist
Matthew is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER® professional with over 15 years of experience helping individuals, families and small businesses navigate complex tax and financial matters.
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Matthew Peterson, CPA
Manager, Tax Specialist
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Tyler Middleton, CPA
Manager, Tax Specialist
Tyler has a passion for providing excellent client experiences throughout the tax process. Tyler does this by providing high quality tax compliance services and assistance in the tax planning process to meet your financial needs.
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Tyler Middleton, CPA
Manager, Tax Specialist
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Jacob Colson, EA
Manager, Tax Specialist
Jacob believes tax planning shouldn’t be a once-a-year event but an ongoing, year-round conversation.
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Jacob Colson, EA
Manager, Tax Specialist
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Soni Agrawal, CPA
Supervisor, Tax Specialist
As a seasoned tax and accounting professional, Manashwi (Soni) Agrawal brings a wealth of expertise in high-net-worth individual taxation, corporate and real estate partnership taxation to the LTax Consulting team.
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Soni Agrawal, CPA
Supervisor, Tax Specialist
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EVAN ARMAS, CPA
Senior Tax Specialist
Evan uses his tax preparation, reviewing and planning services to provide a collaborative and personalized experience with each client. Evan’s focus is on staying current with the array of latest tax updates to help clients manage their financial tax liabilities.
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EVAN ARMAS, CPA
Senior Tax Specialist
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Mason Blake
Tax Specialist
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Mason is a Tax Specialist with over a decade of experience, helping high-net-worth individuals navigate complex tax matters with tailored planning, preparation, and strategic guidance.
Mason Blake
Tax Specialist
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Matt Bolte, CPA
Senior Tax Specialist
As a Senior Tax Specialist at Ltax, Mattspecializes in tax preparation and planning.
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Matt Bolte, CPA
Senior Tax Specialist
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Joseph Costales
Client Service Representative
Joseph “Dej” is a dedicated professional with more than 15 years of experience in the BPO industry, focusing on enhancing customer service and operational performance.
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Joseph Costales
Client Service Representative
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Ayonna Holmes
Tax Specialist
Ayonna is committed to providing the best in tax preparation services while consistently keeping up with the evolving tax environment. Ayonna delivers clear and concise information supported by research and current trends.
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Ayonna Holmes
Tax Specialist
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Alexandra Kaire, CPA
Supervisor, Tax Specialist
Alexandra is responsible for tax planning and preparation, advising clients on ways to save on taxes and creating long-term tax planning strategies to help them achieve their financial goals.
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Alexandra Kaire, CPA
Supervisor, Tax Specialist
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Nidhi Kapadia
Senior Tax Specialist
Nidhi is a seasoned tax associate with a strong background in serving high-net-worth individuals, family offices and partnerships to ensure their tax obligations are efficiently managed and aligned with their long-term financial goals.
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Nidhi Kapadia
Senior Tax Specialist
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Jaime Kleiman, MST
Senior Tax Specialist
Jaime's experience and understanding of wealth management, estate planning and philanthropic strategy has helped numerous clients preserve, grow and transfer their wealth across generations. Through personalized consultations and solutions, Jaime is committed to providing exceptional service with a focus on privacy, trust and long-term success.
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Jaime Kleiman, MST
Senior Tax Specialist
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Ally Levine
Senior Associate, Business Operations
Allyson works with our team to streamline operations using technology, tools, and resources to support client services.
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Ally Levine
Senior Associate, Business Operations
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Precious Opaleke, CPA, MSc
Senior Tax Specialist
Precious stands out as a tax and accounting expert with deep knowledge in both national and international realms. Her proficiency spans high-net-worth individual taxation, corporate and charitable organization finance.
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Precious Opaleke, CPA, MSc
Senior Tax Specialist
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Sara Pierce, EA
Tax Specialist
Sara's expertise and commitment to client service make her a valuable asset for any organization seeking comprehensive tax management and compliance solutions.
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Sara Pierce, EA
Tax Specialist
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Brian Uribe, CPA
Supervisor, Tax Specialist
Brian is a CPA with over 10 years of experience specializing in tax matters, including complex individual, entity, and fiduciary planning and compliance.
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Brian Uribe, CPA
Supervisor, Tax Specialist
Our Blog
Thought leadership from the consultants at LTax.
News and insights on tax planning, preparation and strategy for entrepreneurs and high-net-worth individuals.
Adam Raschke, JD
Director, Tax Practice Lead
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Schedule your complimentary 30 minute discovery call so our team can learn about your goals and how we might be able to help. Prefer a phone call? Call us at (561) 453-1441.