About
Brian is CPA and a 1978 graduate of Texas Tech University. He worked in public accounting for two years, before moving to private industry. He has served as a CFO for two national law firms and one international non-profit mission organization. Brian also became active in ministry serving with Promise Keepers and helping start the men's ministry at Crossroads Christian Church, where he eventually served as an associate minister. He has extensive experience with complex partnership tax returns, dynamic budgeting and forecasting, banking relationships, critical thinking and strategic planning. His key clients are in health care, energy, legal, real estate and non-profit industries, but he also loves to help families with their taxes and financial planning.
I love to help people. Whether it is getting rid of a headache for them, or getting a large refund, I find it rewarding to just to help.
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Frequently asked questions
What is your typical process for working with a new customer?
There is no typical process. Sometimes we connect by phone and email. Othertimes, we meet at the client's place of business, my office, or a coffee shop/restaurant. Using secure internet portals, we have assisted clients in other states that we have never met in person.
What education and/or training do you have that relates to your work?
Our founder is a CPA. Work experience is broad in both public accounting and private industry and in both the profit and non-profit sectors. Have prepared literally thousands of individual tax returns and hundreds of business returns.
Do you have a standard pricing system for your services? If so, please share the details here.
Tax returns begin at $250.00.
Hourly rates are as follows:
Bookkeeping $50.00
Accounting $100.00
Consulting $150.00
How did you get started in this business?
I'm good with numbers and like to help people. I just started helping people and it grew into a business!
What types of customers have you worked with?
Just about everyone from recent graduates to retirees.
Notable clients are: commercial real estate investors working 1031 exchanges, couples owning their own businesses and investing in rent houses, innocent spouses trying to recover from difficult marriages involving non-filing or falsified returns, honest and hard-working people who just somehow fell behind in filing their returns
Describe a recent event you are fond of.
We are helping a couple get back on track who has not filed in six years. We are helping two widows with their first returns since the loss of their spouses.
What advice would you give a customer looking to hire a pro in your area of expertise?
Get someone who knows a lot of people and is known by them to be of good character. You also want someone who is a good communicator and asks questions. If you get a good one, your accountant should ask probing questions so they can bring their experience and insight to the table for you.
What questions should customers think through before talking to pros about their needs?
Have I looked at my returns and/or financial records recently so I can answer questions?
What changes am I going through right now or expect to occur in the next year or so?
What goals have I set that might be important for the accountant to know?