About myself
My background is a balanced mixture of public accounting (audit and tax) and financial services (investment advisory, commodity futures and options, and insurance). I am a CPA licensed in the state of Texas and a CFP® professional. I help small & medium sized businesses, real estate professionals and others in the real estate industry, traders, and high net worth clients with tax planning and these other related services. I frequently work and collaborate with other tax professionals and financial advisors in a team oriented environment. The primary objective is to add value to clients' overall tax situation and net worth so they can achieve their goals.
Active 4 months ago