Elizabeth Alcaraz

Lead Advisor

Elizabeth is a Lead Advisor at Straight Talk CPAs, helping guide prospective and new clients through the early stages of their relationship with the firm. She plays a key role in ensuring each client interaction is clear, responsive, and well-organized—so business owners feel confident about the next steps in their financial journey.

With over five years of experience in insurance and financial services, including roles at Wells Fargo and Cognizant, Elizabeth brings a strong background in client communication, account coordination, and service excellence. She is known for her reliability, attention to detail, and ability to keep both clients and internal teams aligned so that nothing falls through the cracks.



Her approach combines professionalism with genuine care for the people she serves, helping create the smooth, supportive experience that Straight Talk CPAs strives to deliver to every client.