Who We Are

We're more than just words. We're a culture. We're a team providing exceptional accounting and tax services.

Accessible. Attentive. Collaborative. Compassionate. Diligent. Distinctive. Dynamic. Efficient. Honest. Knowledgeable. Objective.

We are committed to delivering superior certified public accountant services to our clients while supporting the needs of our employees. We emphasize high ethical standards across our organization to provide comprehensive accounting services for high net worth individuals while nurturing our team.

For three generations, we have supported clients in the Dallas-metro area with trusted accounting and tax services. Our main priority is to build trust and deliver long-lasting, viable outcomes to our clients, offering tailored solutions for their unique financial needs.

Gabriella Morales

Director of Operations

Andrew Patten

Director, Transaction Services

Career Opportunities

Interested in joining our team? Check out our careers page.

Latest Blogs

Read up on some of our latest business news and useful information.
BOI Deadline

2024 BOI DEADLINE CHANGES: WHAT YOUR BUSINESS NEEDS TO KNOW NOW

Cutting costs in a business might seem easy at first—simply eliminate low-hanging fruit like free coffee, consulting services, or temporary employees. However, these quick fixes often lead to unsustainable savings and can hurt employee morale. To implement cost reductions that last, consider a different approach focused on adding value to your business processes.

Read More »
CEO Succession Planning

CEO Succession Planning For A Smooth Leadership Transition

Cutting costs in a business might seem easy at first—simply eliminate low-hanging fruit like free coffee, consulting services, or temporary employees. However, these quick fixes often lead to unsustainable savings and can hurt employee morale. To implement cost reductions that last, consider a different approach focused on adding value to your business processes.

Read More »

Achieving Sustainable Cost Savings by Adding Value to Business Processes

Cutting costs in a business might seem easy at first—simply eliminate low-hanging fruit like free coffee, consulting services, or temporary employees. However, these quick fixes often lead to unsustainable savings and can hurt employee morale. To implement cost reductions that last, consider a different approach focused on adding value to your business processes.

Read More »
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