Who we are?
We are team of committed professionals with more than 15 years of international experience in different aspects of finance
Through-out our career path we’ve been involved in dealing with numerous tax matters, audits, accounting, business optimizations, cash flow management, issues with financial control, etc. Our clients are individuals and businesses who chose to delegate their financial affairs to us while being able to concentrate on their core business and personal activities.
Our Mission
Continuously support our clients in accomplishing their business and personal goals.
Our Core Values
Act with Integrity
Create the Best Customer Experience
Keep the Clients’ Data Safe
Stay on the Edge of Innovation
A Team that can do wonders
Yulia Frolova
EA, MBA, FCA
Yulia has a solid financial background and sound experience. She is deeply and desperately in love with finance and accounting since the beginning of her career.
She holds FCA qualification (ICAEW Chartered Accountant) since 2010 which is basically a UK equivalent to CPA. In 2012 she successfully obtained Postgraduate Diploma in management Program from University of California, Riverside.
Yulia holds Master’s degree in Accounting (2008) and first professional degree of Bachelor of Law (LL.B)/ Doctor of Jurisprudence (2011) and an MBA in Real Estate Management (since 2019).
She is also an Enrolled Agent admitted to practice before the Internal Revenue Services.
She started her career in 2007 in EY (Ernst&Young) audit department. From 2009 to 2022 she held different managerial positions in financial departments of well-known industrial companies (metals and mining, oil extraction and refining) and was acting as Head of Reporting and Financial Control within the holding company managing investments of high net-worth individuals.
Boris Grishchenko
CFP®, FCA, EA
Boris Grishchenko is a CERTIFIED FINANCIAL PLANNER® Professional. He holds Master’s degree in Business Administration and also completed Postgraduate Diploma in Management program with University of California Riverside.
He is a fellow member of Institute of Chartered Accountants of England and Wales (ICAEW) since 2012.
Boris is enrolled to practice before the IRS (holds an EA designation).
Boris Grishchenko has more than 15 years of extensive experience in tax planning, compliance and advisory, consulting high-income and high-net-worth individuals including some of the most successful American business owners.
Boris Grishchenko is a Registered Investment Advisor Representative, a Series 65 and Florida Life and Health Insurance License holder.
To communicate with us remotely and share your information online you can use either our convenient mobile app or login into your account using your PC.
Portal Login
Our Client Portal is an excellent and secure way for our customers to communicate with us from the comfort of their home or workplace without compromising their personal data.
Would like to discuss your tax-related personal or business matters or need any other professional assistance? You can easily secure convenient time by submitting Schedule an appointment request.
To ensure a high quality of service and effective collaboration we reserve the right to confirm appointments only when scheduled at least 2 days in advance and accompanied by a brief comment on the matters you would like to discuss.