Choosing the right CPA for your tax preparation is a daunting task. Where do you start? The right fit is important. If you choose a CPA firm that’s too large, you may get lost in the shuffle or pay for services you don’t need. A small firm may not have the depth of experience or specialties you need.

I offer an extensive background in tax working with national CPA firms, prestigious local CPA firms, a private independent oil & gas company,  and family offices. My educational background includes an Accounting degree as well as a Masters in Taxation, both from University of Houston. I have experience with income tax returns with eight-figure tax liabilities as well as the smallest returns with just a single W-2, and everything in between.

In my CPA practice, I mainly focus individual income tax returns that are complex and data-intensive. If you are concerned about, or subject to, the Alternative Minimum Tax (AMT), you are definitely in the right place —  I may well be the only AMT specialist in town. I often discover over-payments when AMT is involved, often when my clients are unaware they are subject to AMT. Let me review your tax return to let you know if you can benefit from this area of expertise.

Let’s talk about your needs for a CPA who is a tax planning and preparation specialist. Call me now at (713) 800-6069. I look forward to meeting you!

Tax Planning & Preparation Specialist

I  prepare most types of tax returns, including income tax returns for individuals, trusts, partnerships, LLCs, S-corporations, and private foundations. I can also assist with state income tax returns, sales tax filings, franchise tax returns, and a variety of others.

Learn more about the accounting services I provide and related financial and accounting services I do not provide.