We combine the experience of a large firm with the personal attention that only a small firm can provide. Our clients come back to us year after year because they know they are in good hands. We work to develop long-term relationships; whether your needs are simple or complex, we can help.
Please take a moment and read more about our people, our credentials, and our areas of specialization. If you have any questions or would like more detailed information about how we can help you, don't hesitate to contact us. We would be happy to serve you.
Jim passed the CPA exam the first time he sat for it and received an Honorable Mention for a top-tier national score. With many decades of experience in auditing, accounting and tax, his career includes positions at Haskins & Sells (now Deloitte) and Burton & Miller CPAs, where he developed expertise in audits, complex tax work, and business advisory.
Beyond technical skills, Jim brings 25+ years with Dale Carnegie Training as an instructor in all their core programs and as a trainer of new instructors. This background creates a rock-solid foundation in human relations, communication, and leadership—translating to better listening, clearer explanations, and stronger client partnerships.
Christina adds 10+ years of experience as an auditor for the State of Texas, providing deep insight into audit standards, compliance requirements, and risk mitigation. Her expertise as a Certified Fraud Examiner (CFE) status ensures our clients are audit-ready.
Clean, accurate books that give you a real-time view of your business performance. We handle daily transactions, reconciliations, and monthly financials so you don’t have to…now you can focus on your One Thing of growing your business.
Year-round tax strategy—not just April filing. We minimize your tax liability legally through proactive planning, entity structure optimization, and smart deductions. We not only prepare your returns, but we proactively help you implement the strategies you need to lower your taxes.
Guidance on S-Corp elections, payroll compliance, quarterly estimates, safe harbor planning, and IRS correspondence. We keep you compliant and protected. (Yes, we help you with payroll also.)
On time reporting, cash flow analysis, expense management, and financial forecasting to help you make better decisions and build long-term wealth.
Sometimes, our clients need help at the start of our engagement to “clean up” records and “catch up” on old bookkeeping and filing overdue tax returns so that we have a good starting point to help them.
Yes, we do this and we do it well.
