COMPANY PROFILE
Grimsdale Financial Solutions is a trusted name in tax services, providing expert guidance to individuals and businesses. Our proactive approach to tax planning and compliance ensures maximum benefits for our clients. From personalized attention to comprehensive services such as tax planning, advisory, and tax resolution, we go above and beyond to optimize your financial position. With a commitment to professionalism, integrity, and exceptional service, we build strong relationships with our clients, empowering them to thrive. Choose us and unlock your financial potential.
MEET THE TEAM
Geoff Grimsdale, EA
Geoff is a highly educated and accomplished tax accountant with a passion for navigating the complex world of financial regulations and tax laws. With an extensive background in finance and a strong commitment to staying up-to-date with the latest industry developments, possesses a deep understanding of tax planning, compliance, and strategic financial management. Armed with a bachelors degree in Financial Planning and multiple certifications in taxation, he brings a wealth of expertise to his clients.
meticulous approach to analyzing financial data and crafting tailored tax strategies has earned him a reputation as a trusted advisor among individuals and businesses alike. His dedication to providing comprehensive and personalized financial solutions has consistently delivered remarkable results for his diverse clientele. In addition to his technical prowess,excellent communication skills make him adept at explaining complex tax matters in a clear and concise manner, fostering lasting relationships with his clients. When not immersed in the world of finance, can often be found indulging in his hobbies of reading classic literature and exploring the outdoors.
Jordy Monroy, Tax Specialist
Jordy is a dedicated and highly knowledgeable Tax Specialist with a deep commitment to helping individuals and businesses navigate the complexities of the tax world. Jordy has established himself as a trusted advisor in tax planning and compliance. He holds a bachelor’s degree from California State University, Northridge, where he developed a strong foundation in financial analysis and tax law. Throughout his career, Jordy has partnered with a diverse client base, including individuals, small businesses, and multinational corporations. Known for his meticulous approach, he is dedicated to finding innovative tax strategies that optimize financial outcomes while ensuring full adherence to tax regulations.
As a Tax Specialist, Jordy remains current with the latest tax code changes and regulations, providing clients with timely and accurate guidance. He excels in tax planning, helping clients identify opportunities for deductions, tax credits, and structuring that align with their financial goals. Beyond his professional endeavors, Jordy enjoys outdoor adventures with his love ones, reflecting a well-rounded personality and a commitment to a balanced and fulfilling life.
Roshen Edakkara, Tax Associate
Roshen is a dedicated and ambitious tax associate, specializing in tax preparation and planning. Through rigorous coursework and hands-on learning in accounting and business classes, Roshen has gained valuable experience and foundational knowledge to contribute to the dynamic world of tax planning and financial management. Known for excellent his excellent work ethic and the ability to adapt quickly to new environments, Roshen thrives in diverse settings, ensuring clients receive clear guidance and tailored solutions to meet their unique financial needs.
Beyond academics, Roshen enjoys an active and well-rounded lifestyle. Whether working out, exploring the outdoors, or attending concerts, Roshen finds joy in staying engaged and connected. Spending quality time with family and friends and discovering new music are central to Roshen's life, reflecting a balance of personal fulfillment and professional aspirations. This combination of skills and passion positions Roshen, as a reliable and personable resource for clients navigating complex financial matters.
