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Dallas/Fort Worth Five Star award winner
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PROFESSIONAL ACCOMPLISHMENTS

AWARDS

  • Texas Monthly Five Star Investment Professional award winner 2023 & 2024(Aug Edition)
  • Member of Leadership Texas 2024
  • Finance Monthly Tax Resolution Specialist of the Year 2024(Sept Edition Cover)
  • Nominated for the Top 50 Women In Accounting 2023
  • Featured April Issue Buisness View Magazine 2023
  • ASTPS Certified Tax Resolution Specialist since 2017
  • IRS Enrolled Agent since 2016
  • Bachelors Degree in Accounting from University of North Texas 2006
  • USTCP Candidate since 2021
  • NTPI Fellow since 2019
  • NAEA Member
  • NSTP Executive Member
  • NATP Member 
  • Resolved over $50 Million in tax debt
  • Recovered over $11 Million in Employee Retention Credit 

Services

We offer Tax compliance, Tax resolution, Payroll, Bookkeeping, DOT compliance, New business/Non-profit startups, Employee Retention Credit, Property renditions and cost segregation studies.

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*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
The investment professional award goes to estate planning attorneys, insurance agents and select others in the financial industry. Eligibility Criteria – Required: 1. Credentialed with appropriate state or industry licensures. 2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years. 3. Favorable regulatory and complaint history review. 4. Accepting new clients. Evaluation Criteria – Considered: 5. One-year client retention rate. 6. Five-year client retention rate. 7. Number of client households served. 8. Recent personal production and performance (industry specific criteria).9. Education and professional designations/ industry and board certifications. 10. Pro Bono and community service work. This year, we honored 8 Dallas/Fort Worth-region investment professionals with the Five Star Investment Professional award.