Over fifteen years in Alamo Heights
The office is at 4940 Broadway #225, working with individuals, small business owners, freelancers, contractors and real estate investors across the San Antonio area and the wider state.
Alamo Heights, since 2010
One practitioner, two federal and state licences.
I am a Certified Public Accountant, licensed by the state board, and an IRS Enrolled Agent, licensed directly by the federal government. The CPA covers accounting practice. The Enrolled Agent licence is the one that lets me represent a client in front of the IRS, in any of the fifty states, for audits, collections and appeals. Most preparers hold neither. I hold both, which means the person who learns your file is the same person who answers for it.
The practice
Locally and family owned, open since 2010.
No handoff to a junior in March
This is a solo practice by design. The person you meet at the consultation is the person who prepares the return and the person who answers the notice if one arrives later.
Better Business Bureau
The practice is a listed Better Business Bureau member, alongside the state CPA licence and the federal Enrolled Agent credential.
Free, and virtual across Texas
Consultations are free, in person at the Broadway office or by video for clients anywhere in Texas, using secure document upload for anything that needs to change hands.
Hours
Mon-Fri: 7:00 AM - 3:00 PM
Sat-Sun: Closed
After hours and weekends by appointment
Accessibility
- Wheelchair accessible entrance
- Wheelchair accessible restroom
- Wheelchair accessible parking lot
- Free on site parking