Our CPA firm, is a full-service, tax preparation accounting firm focusing on family owned businesses and advanced personal taxation. We provide tax preparation with the personalization that is needed with high net wealth clientele's evolving needs. As a CPA firm, we keep up-to-date with the changing tax laws and adhere to certain ethical standards and codes of professional conduct established by governmental bodies and peer organizations.
Jackie began the CPA firm to serve the community after working with high net wealth and their businesses at international accounting/CPA firm, Deloitte Tax.
Specialties include private companies and their high net wealth owners, entity planning and selection, IRS representation, International Tax, Multi-State, TX Margin Tax, and Oil & Gas accounting. She has a passion for taxes and educating the public on their rights.
Going green with latest technologies and a paperless office, client's range from Dallas locals to international businesses. Jackie and her associates travel to client sites, maximizing client's time to stay focused on their business and personal needs.