My goal is to be a partner with my clients for tax planning and business development. I work with individuals with unique situations like owing back taxes and business owners that can't afford a full time accountant. Many of the small business owners I like to work with are specialists in their business activity, and savvy enough to realize that accounting is not their strength so why waste their valuable time and effort for wrong results. You didn't start a business seeking independence and flexibility only to spend hours on their books. Let me do that part, let me be your sounding board, and if you need, let me introduce you to bankers...

We care about the personal connection with our clients. We welcome visits and face-to-face interaction in this remote-driven culture.

My passion is to effectively help individuals and businesses save time and money by providing professional, affordable services. These services include but are not limited to: Tax preparation; tax planning; book keeping; payroll; virtual Controller/CFO Education: Masters Degree in Accounting w/ Tax specialization

Our clients always come first.

We provide financial and tax solutions to our clients. Providing quality and timely services to my clients. We manage taxes on a maco basis vs. micro basis, thereby savings our clients thousands of dollars in future taxes.

Providing personalized account services for 33 years in the Dallas area. Our expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning. Our Mission Our mission is to help clients maintain financial viability in the present while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients’ needs, thorough research, and sound analysis. Our firm is dedicated to meeting these goals with high standards of excellence and professionalism....

Honesty, professional, integrity

A financial consulting firm with experience in Quickbooks implementations and a Certified Public Accountant with 24+ years of experience in the Oil and Gas, Healthcare, Pharmaceuticals, and other service industries. Special skills in process improvements, process automation, data extraction, and ERP system conversions. Solid record of accomplishment and experience in: supervising all functions of accounting, including financial statement preparation and consolidation, billing and settlements, variance investigation, and internal auditing and controls. Demonstrated success developing unique management reports for maximum bottom line impact. W...