About Us
Our Mission
Holistic Solutions for Business and Tax Success
At Realm Business & Tax Advisory, we want to help individuals and business owners navigate the complex US Tax Code and make sound financial decisions. Our goal is to empower people by educating them about strategies used by individuals and businesses that can reduce what they owe the IRS, save more for the future in retirement and stay abreast of changes in the tax code both today and in the future.
We also want to change the typical Accountant/Client relationship, where you speak to someone once per year, they prepare your tax return, bill you and never talk to you again until the following tax season. Usually, it is too late to do anything to plan for whatever occurred during the previous tax year.
Our Values
Team First
Fostering a healthy, collaborative and supportive work environment to promote teamwork and productivity while avoiding burnout.
Client Focused
Quick responses, integrity/accountability and transparency in all client financial matters.
Constantly Learning
Continuously investing in knowledge and skills to provide up to date, actionable advice and guidance.
Embracing Innovation
Staying abreast of modern technologies and solutions to stay at the forefront of the accounting and tax industry.
Commitment to Excellence
Consistently delivering accurate, timely, and reliable business and tax services.
Community Engagement
Contributing positively to our local community and demonstrating corporate social responsibility.
Changing the Game
With a commitment to our employees, clients and the community, Realm Business & Tax Advisory aims to be a trusted partner that not only demystifies tax code complexities but also actively contributes to the financial success of our clients.
Through our efforts, we strive to create a more inclusive and thriving business landscape for all.
Meet our Team
Roger DaSilva
Owner, Enrolled Agent
Roger is an Enrolled Agent and has over 20 years of experience scaling and growing businesses from early-stage startups to public Fortune 500 firms in investment management, sales, and operations leadership.
He has started two businesses in the financial services sector: an Investment Management firm catering to High Net Worth Individuals, Family Offices, and Institutional clients as well as an Outsourced CFO firm for Startups and Small Businesses.
He lives in Hermosa Beach after moving from New York City with his wife Jen and 2 boys. He is getting better at surfing slowly but surely.
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Carrie Clark
Tax Manager, CPA
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Andrea Romo
Senior Tax Preparer, Enrolled Agent
Andrea Romo is a senior tax accountant with over 15 years of experience working with some of the most successful small firms in the South Bay. Andrea delivers top notch service and takes pride in her customer relationships. She excels at educating other employees on using technology including accounting software, communication procedures and organizational apps.
Andrea is a powerful force in the workplace and uses her positive attitude and tireless energy to encourage others. Andrea is inspired daily by her husband who is a third-grade teacher in South Los Angeles. In her free time, Andrea likes to walk her dog and watch reality television.
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Luis Montes
Senior Staff Preparer
Luis Montes has been working as a tax accountant for the past three years, assisting both individuals and businesses with their finances and maximizing tax savings. He finds solutions and builds confidence in what can often be a daunting process. His experience at a small-to-midsized CPA firm has equipped him with a wide range of knowledge.
Luis earned his degree in Accounting and Information Systems from UNLV, providing him with a solid foundation for tackling complex tax challenges. His aim is to make tax season less stressful and to ensure you’re prepared for success year-round.
Outside of work, Luis enjoys weightlifting, running, and exploring new food spots, which helps him maintain a balance between hard work and personal fulfillment.
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Prinkle Jain
Staff Preparer
Prinkle is an accomplished Chartered Accountant and CPA. She has worked with a multinational IT company and Deloitte for over 4 years.
Her engagements span a spectrum of disciplines, from financial reporting and audits to taxation intricacies, accounting analytics, SOX & IFC.
Her experience includes business tax preparation, tax planning, resolving IRS issues, and offering other customized tax strategies.
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Vienna Chavez
Senior Tax Staff
Vienna has worked at Realm for two years, focusing on tax data input. She recently earned her CTEC tax license. In her free time, she enjoys watching movies and going to the beach.
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Marcel Sanchez
Senior Tax Staff
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Ethan Burkeman
Front Desk Administrator
Join our team
We are always looking for new talent in the finance industry! Contact us today to learn about current openings and to hear about upcoming opportunities.
