Leadership Team

Built by Entrepreneurs. For Entrepreneurs.
 

We didn't start Titan Tax Strategy to build another traditional accounting firm. We started it because we knew there had to be a better way.

Before building Titan, we experienced firsthand what it was like to work with businesses that were poorly managed, make difficult financial decisions, navigate complicated acquisitions, and deal with advisors who weren't providing the guidance we actually needed.
 

We saw the same problems over and over again. Accountants who only looked backward. Advisors who recommended strategies but never helped implement them. Professionals who understood the technical side of business but had never experienced what it was like to actually own and operate one.
 

And we realized something: Business owners don't just need someone who understands the numbers. They need someone who understands what it's like to be in their shoes.
 

We've Been on Both Sides of the Table.
 

We're not just tax professionals. We're business owners and investors ourselves.
 

We've bought businesses, invested in deals, acquired real estate, navigated financing, worked through operational challenges, and implemented tax strategies within our own businesses.
 

We've experienced the excitement of a new acquisition, the frustration of inheriting problems, the pressure of making payroll, and the reality that not every investment or business decision works out the way you planned.
 

We've also seen what happens when the right strategies are implemented.
 

Between our own ventures and the clients we've served, we've helped generate millions in tax savings. But what matters more to us than the number is the experience behind it.
 

We're not teaching business owners from a textbook. We're sharing what we've learned from actually doing it.
 

We Wanted to Redefine What It Means to Be an Advisor.
 

We believe the traditional relationship between business owners and their accountants is broken.

Too often, business owners only hear from their accountant when it's time to file a return, pay a tax bill, or fix a problem that's already happened.
 

That's not how we believe an advisory relationship should work.
 

We believe a great advisor should be proactive. They should understand the business, recognize opportunities, challenge decisions when necessary, and help turn good ideas into actual results.
 

That's why we built Titan around an entirely different approach.
 

We combine real-world business experience with professional tax expertise to help our clients make smarter decisions, implement tax-efficient strategies, and stay on top of their financial responsibilities throughout the year.
 

We don't want to be the people you call once a year to find out how much you owe.
 

We want to be the people you call before making your next big decision.
 

The Entrepreneurs We Want to Work With
 

We're not trying to be the right firm for everyone.
 

We want to work with entrepreneurs who genuinely care about what they're building. People who take ownership of their decisions, want to understand their numbers, and are willing to put in the work to create something valuable.
 

Whether you're growing your first business or managing multiple companies, our goal is the same: to bring as much knowledge, experience, and practical value to the relationship as possible.
 

We're still entrepreneurs ourselves. We're still building, learning, investing, and improving. And that experience continues to shape how we advise our clients.
 

Because we believe the best advisors aren't just the ones who know what to do.
 

They're the ones who have actually done it.

 

- Chris Vera, Enrolled Agent and Alex Lopez, Enrolled Agent

Co-Founders, Titan Tax Strategy