About
I try to have a personal working relationship with my clients and let business clients know up front that I would like to consider myself a partner with their company as they grow. For individual clients, it is a similar process in that I want to understand their needs as their individual tax needs progress to needing more financial or tax planning needs and to help them minimize potential taxes through periodic reviews of their tax situation.
Working directly with people and helping them navigate complex tax and accounting issues makes my job enjoyable. If I can help a client get past a challenge, tax issue or help that client realize a tax savings, then I feel like I have done a good job. This makes my work rewarding.
Specialties
Industry
Annual income
Accounting software
Accounting needs
Accounting for
Reviews
SHAHEENA B.
Barb E.
Norm S.
Frequently asked questions
What is your typical process for working with a new customer?
A new client and I will visit for a half our to an hour so that they can learn about my business and I can learn about their business or personal accounting/tax needs. Once I understand their accounting or tax needs, I will discuss with them topics specific to our anticipated working relationship and any project engagement.
What education and/or training do you have that relates to your work?
I have a BBA in Accountancy and a Master's Degree from Baylor University's Hankamer School of Business class of 1995. I became a Certified Public Accountant in February 2000.