Gilbert Moreno

Senior Accountant

Pro-Advisor

Real Estate Consultant

Licensed CAM

Enrolled Agent candidate

Professional career:

2005-2008

Florida International University

Chapman School of Business Administration

School of Accounting

2006

Co-founder of CPA firm

2011

Founder of Kendall Accounting & Tax Services

Areas of expertise

• Federal Income and Employment Taxes
• State Income, Employment and Sales & Use Taxes
• Tax & Retirement Planning
• Estate Planing
• New Venture Planning & Acquisitions
• Bookkeeping 
• Accounting Software Consulting
• Sole Proprietor Consulting
• Investment Consulting
• New Business Startup

Mr. Soler 

Senior Vice-President of Compliance

Professional career:

Known as the authority in compliance and BSA, Mr. Soler brings over 20 years of experience in areas associated with compliance at multiple levels.  At the peak of his career banking industry, Mr. Soler decidedly found that his skills and knowledge would be great assets to the instution and joined Kendall Accounting & Tax Services in late 2011.

Areas of expertise

• SEC Compliance
• Bank Secrecy Act Specialist
• International Money Laundering Audit & Analysis