Joetta Vargo

Co-Owner & Strategic Director — Take Flight Business Solutions LLC

Joetta Vargo is the Co-Owner and Strategic Director of Take Flight Business Solutions—the person behind the standards that make the firm run the way it does. While Brian works directly with clients on advisory and tax matters, Joetta’s focus is entirely internal: the operational integrity, firm culture, and long-term direction that clients never see but always benefit from.

Every firm that delivers consistent, high-quality work has someone holding that standard accountable from the inside. At Take Flight, that’s Joetta. She isn’t client-facing—and that’s by design. Her full attention is on making sure the firm operates at the level it promises, every time.

What Joetta Oversees

Internal Operational Standards.

Joetta oversees the internal processes and standards that govern how the firm operates day to day. When something isn’t working—a workflow gap, a quality issue, a process that isn’t scaling—Joetta identifies it and drives the fix. The organized, predictable experience clients have with Take Flight reflects the standards she holds the team to.

Firm Culture & People.

Joetta advises on internal firm culture and ensures that Take Flight’s mission—that every business owner deserves a credentialed, accountable CPA in their corner—is reflected in how the team actually works together. That alignment between values and operations is what makes a firm trustworthy over time, not just on a good day.

Strategic Escalation.

When critical business decisions need a second set of eyes—decisions about firm direction, partnerships, risk, or long-term planning—Joetta is the escalation point. She and Brian make those calls together, which means the firm’s most important decisions are never made by one person alone.

Long-Term Business Strategy.

Joetta advises on long-term business goals and the strategic direction of the firm. That includes how Take Flight grows, what it commits to, and how it protects its reputation and its clients over time. Growth without a strategic director managing the internal side creates risk—Take Flight is built to avoid that.

Why It Matters for You

• You’re not working with a solo practitioner running everything alone. Take Flight has two owners—one focused on your numbers, one focused on the firm that delivers them.
• The consistency and organization you experience as a client isn’t accidental. It’s the result of someone whose entire role is to protect and improve how the firm operates.
• Critical business decisions at Take Flight go through two owners. That means more accountability, more stability, and a firm that is built to last—not built around one person’s capacity.
• Joetta ensures the firm’s mission stays intact as it grows. The standard you experience today is the same standard the next client experiences.

The Firm Around Joetta

• Brian Dela Cruz, CPA (MA) — Co-Owner & Visionary. Client advisory, sales, marketing, and final authority on all professional and billing decisions.
• Michael Le — Tax Director. Final forensic review and technical sign-off on all tax returns under Brian’s oversight.
• Whitney Hood — Client Services Coordinator. Client onboarding, billing, scheduling, signature coordination, and day-to-day administrative operations.
• Mariah Davis — Tax Accounting & Sales Tax Assistant. Production, document management, and day-to-day client correspondence.
• Jenalyn Aquinde — Senior Bookkeeper. Month-end reconciliations, clean trial balances, and bookkeeping quality control.

Bottom line: The best client experience is built from the inside out. Joetta makes sure Take Flight Business Solutions operates at the standard it promises—so Brian and the team can focus on delivering great work, every engagement, every time.