About Us

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.