Licensed Certified Public Accountant
I am a full-service Accounting firm licensed in the state of Texas. I offer a wide range of services for individuals, business owners, independent professionals, and executives. I’ve had the opportunity to work for several reputable accounting firms, both in New Mexico and Texas; and have applied positive aspects from these into my own firm. I have worked in public accounting for over 12 years, with much of my time dedicated to Assurance Services.
I have experience working in many different industries within Assurance; including Not-For-Profit (with an emphasis on Church Audits and Reviews), Construction, Employee Benefit Plans, Dealerships, Financial Institutions, Manufacturing, and Governmental Entities.
Recently, I expanded my experience to include Individual, Corporate, Fiduciary, and Exempt Organization Tax Compliance. I also worked as a Financial Manager and Chief Financial Officer for a Not-For-Profit for over nine years.
Financial services include:
- General ledger, financial statements
- Accounting systems
- Personal financial statements
Tax services include:
- Estate, gift and trust
There are three levels of assurance services offered by CPAs: