Taking Individuals, Real Estate Professionals, and Businesses to the Next Level
On-Call Tax Advice
Have a tax-related question, or ten? We offer on-call tax advice and guidance when you need it.
Strategic Tax Planning
We identify tax savings and tax deferral opportunities that will help you today and in the future.
Solutions Specialists & Connectors
Opportunities won't do anything for you without being implemented by a solution specialist.
We advise on these tax strategies & solutions...
to name a few
Tax Deductions & Credits
Entity & Tax Election Optimization
Cost Segregation Studies
Fill the Gap with Customized Tax Planning and Advisory Services
Over 20 years experience covering: tax planning, financial planning, investment advising, retirement plan selection and advising, entity & tax filing status selection, insurance selection & planning, tax preparation, audit & attest services, bookkeeping/accounting.
Licenses & Certifications
CERTIFIED FINANCIAL PLANNER™ Professional
- Certified Public Accountant (Texas)*
- Investment Advisor Representative
- Series 3, 30
- General Lines Agent - Life, Accident, Health and HMO
- General Lines Agent - Property and Casualty
- Surplus Lines Agent
- NMLS #1823367
- Bachelor of Arts, Political Science - University of Oklahoma
- Master of Taxation - Mississippi State University