I formed my own accounting firm with a single principle in
mind: to provide the highest level of personalized client
service possible. Simply put, I care about each and every one
of my clients. You will always be served by me, and will
never have to worry about how many others have access to your
private financial information or whether a new staff
accountant has the proper experience to give you the right
advice. If you would like to develop a relationship with an
accountant that will know your name, get to know mine. What
is my background?
Here are the highlights...
• 15 years with KPMG (left KPMG as a tax partner)
• 6 years with Ernst & Young (left EY as a tax
partner)
• 4 years with a local firm serving DFW area (left
as a tax partner)
• sole proprietor (since 2004) generally serving
clients in the DFW area
• clients served include real estate companies, flow
through entities, individuals, small and family owned
businesses
• extensive experience in real estate and flow through
entities (partnerships, S corporations, LLCs, etc.)
• vast familiarity with structuring purchases, sales,
forming entities, exit strategies, like-kind exchanges
• vast familiarity with troubled debt issues, including
cost recovery methods, income recognition rules, market
discount, OID, etc.
• author of articles for well-known tax magazines (The
Journal of Partnership Taxation, The Tax Advisor). Topics
included partnership special allocation rules, partnership
disguised sale rules, partnership liability allocation rules.
Deloitte, LLP selected article regarding partnership
allocation rules for its national partnership training
courses.
• frequent speaker and instructor on tax topics such as
like-kind exchanges, taxation of self-employed persons, real
estate topics, and partnership transactions
All this is to say, we've either seen it, done it, or we
have relationships with plenty of people who have. If we
don't know the answers, we likely can help you find
them.
With this extensive experience, we can help look at things
from the 30,000 foot level, and we can dive into the details
with you; whichever best suits the need of the moment. And,
we don't speak some tax language that sounds foreign to
our clients. We can plan and advise in terms you can
understand.
That is the "boring stuff"!
I also have a wonderful wife (married 45+ years), two fine
sons (and daughters-in-law) and grandchildren. One son
(married) is a
worship pastor in Wylie, Texas. The other son (married)
sells and writes music and consults bands and drum lines.
Special interests include music, snow-skiing, golf,
movies, friends and church.