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WHO WE ARE:
Phoenix Tax Advisors was founded with a commitment to providing individuals and businesses with experienced guidance, personalized support, and practical solutions for their financial and tax needs. We understand that every client’s situation is unique, which is why we take the time to build relationships, understand goals, and provide recommendations tailored to each client’s circumstances.
Our team combines decades of experience with a proactive approach to tax planning, tax preparation, bookkeeping, and advisory services. By leveraging secure technology and maintaining a focus on responsiveness and communication, we strive to make the process as efficient and stress-free as possible.
At Phoenix Tax Advisors, we believe that financial guidance should provide more than answers. It should provide clarity, confidence, and peace of mind. Whether you're managing personal finances, operating a business, or planning for the future, our goal is to be a trusted partner you can rely on throughout the year.
MEET OUR FOUNDER
Daniel Coyne is a Certified Public Accountant with more than 26 years of experience in small business accounting and advising high-net-worth individuals. Prior to founding Phoenix Tax Advisors, he spent years as the Co-Founder of Sentinel Tax Advisors, where he helped individuals and businesses navigate complex tax and financial matters through proactive planning, personalized guidance, and trusted expertise.
Daniel founded Phoenix Tax Advisors to continue the work he is most passionate about: helping individuals and businesses feel informed, prepared, and at ease when navigating financial and tax matters. He believes financial guidance should provide more than answers. It should provide clarity, confidence, and peace of mind while helping clients make informed decisions and rise stronger financially.
Daniel holds a Bachelor of Science from Florida State University and a Bachelor of Business Administration from Florida Atlantic University. Throughout his career, he has remained committed to helping clients better understand their financial situations so they can move forward with greater confidence and control.
When he's not working with clients, Daniel enjoys spending time with his wife and two sons, cooking (he's even a licensed chef), traveling, listening to music, and cheering on the Boston sports teams.
DANIEL COYNE, FOUNDER & CPA
MEET THE TEAM
ADAM MORROW
Adam has 8 years of experience specializing in high-net-worth individuals and professional service businesses. He earned his BBA in Accounting and Business Management from Emory University and is dedicated to helping clients make confident financial decisions. Outside of work, he enjoys spending evenings and weekends on dates with his wife.
LISA VON HOFFEN
With over 28 years of experience in accounting and 5 years in banking, Lisa specializes in bookkeeping, bank reconciliations, new business filings, and sales tax. She holds a BA in Finance and Marketing from St. John’s University and is passionate about helping clients keep their finances running smoothly. In her free time, Lisa enjoys traveling, reading, cooking, and edible gardening. A proud NY Yankees fan, she’s also a self-proclaimed foie gras foodie.
ALLISON
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