REAL ESTATE INVESTMENT PARTNERSHIPS: WHY THEY’RE A POWER MOVE FOR LONG-TERM WEALTH
You want real estate exposure without the headaches of property management. That’s the appeal of real estate investment partnerships – they let you pool capital
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.
Mark Patten
CPA
Daniel L. Lyke
CPA
Chelsea Ngo
CPA
Gabriella Morales
Director of Operations
Kort Kuenstler
Associate
Latest Blogs
Read up on some of our latest business news and useful information.
BUYING SHARES IN A BUSINESS: WHAT EVERY INVESTOR AND OWNER NEEDS TO KNOW
You’re looking at an opportunity. Maybe it’s a stake in a Dallas real estate partnership or a growing oil and gas operation. The numbers look
TRUST & ESTATE TAX MADE SIMPLE: HOW TO PRESERVE WEALTH ACROSS GENERATIONS
You’ve spent decades building something meaningful. Your business. Your investments. Your real estate portfolio. Maybe oil and gas interests or agricultural land passed down through