A Few Words

About Me

Exceptional Service

Personalized, Practical Financial Advice You Can Count on

All Certified Public Accountants are Accountants, but not all accountants are CPAs

I am a graduate of Texas Christian University with a BBA in Accounting and an MBA in Management. I obtained my CPA license and am authorized to practice in the state of Texas and before the IRS.

I have worked as an Internal Auditor, Accounting Manager, and Controller for large and small companies before branching out to open my own CPA business. I have managed accounting functions in oil and gas, manufacturing, distribution, and I am skilled in Cash Flow, Business Planning, Analytical Skills, Generally Accepted Accounting Principles (GAAP), and Team Building.

I am an active member of The Family Office Club, the largest family office association and ultra-wealthy wealth management group, as well as TCU Alumni Association, the Finance Club and several QuickBooks technical groups. 

The DFW area is my home and I’m proud to be a Texan.  

Accounting Services

the Success of Your Business depends on Good Accounting practices

“The more your money works for you, the less you have to work for money.”
― Idowu Koyenikan, Wealth for All: Living a Life of Success at the Edge of Your Ability

Whether you are a business owner or your work for a business you shouldn’t have to focus on taxes and compliance. Don’t get me wrong – they are extremely important for your future and for the future of your business, but you can’t be an expert in all things. 

I can’t run your business or your life, but I have the experience and knowledge to help minimize your tax burden. Let me worry about the accounting and tax planning and you worry about the rest. 

Everyone has to pay taxes – whether individual income tax or business tax. However, pre-planning is the key to minimizing the amount of paid. Effective tax planning, submitting the correct documentation and being timely in that submittal can help minimize your tax liabilities and avoid costly penalties or late fees. 

Don’t take chances with your taxes. Let me help develop a tax plan before it’s too late. 

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Let’s talk. I will be glad to discuss your needs and give you a quote.