Our firm was founded with a focus on family
Our firm was founded with a focus on family. David wanted to spend more time with his young children, coach them in sports, work a flex schedule and be the best father and husband possible. 他厌倦了坐在奥斯汀的交通中，长时间地工作，以及错过重要的家庭活动. Working for the man wasn’t working for him. 他的生活中只有一个老板——他的妻子萨曼莎拥有这个头衔. The decision was made, and he hit the ground running.
After some early success, 他很快意识到，这是一个不可思议的机会，可以做一些更大的事情. 他的第一个员工是他的妹妹凯茜，她现在负责公司的日常运营. 每年，该公司都会引进数百名新客户和一批经验丰富的会计师. 随着公司的发展，公司形成了一种重视家庭的文化.
员工们得到了大卫创立公司时一直在寻找的自由. 我们的团队成员相互投资，这让我们作为一个组织茁壮成长.
From a client perspective, we focus on legacy planning, 和下一代一起工作，理解你的每一个财务目标. For us, 我们一直致力于建立良好的关系，帮助我们的客户和他们的家庭取得成功. 我们对客户的奉献和承诺是我们与众不同的地方. 这是一种强烈的责任感，体现在我们的工作中. 我们将自己视为贵公司的延伸，并花时间了解贵公司的运作, key employees, and long-term goals.
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Our Founder
David grew up in a hard-working family in Harrison, New York. 11岁时，他在当地的乡村俱乐部当高尔夫球童，开始了他的职业生涯. 当他不拖着高尔夫球袋到处跑的时候，他就在健身房或足球场上. 他是高中球队的队长，大学时是Salve Regina大学的全联盟球员. 他在罗杰威廉姆斯大学(Roger Williams University)完成了会计专业的大学学业.
大卫和他的高中恋人萨曼莎有三个年幼的孩子(哈德森、莱德和黑兹尔). 在办公室外面，你可以看到大卫给他的儿子们辅导青少年运动，或者偷偷地和朋友们打高尔夫球. He loves being outdoors, 无论是在山地狩猎还是在墨西哥湾的深海捕鱼. 最重要的是，大卫是一个顾家的男人，他相信努力工作和没有借口.
David’s experience spans across all industries, 但一些专业包括与科技和电子商务初创公司合作, oil and gas partnerships, investment funds, and real estate developers. David在公司重组和M&A deals. He is a closet tax nerd and can be found reading tax code in the middle of the night; just ask his wife.
Meet Our Tax Team
Since 2012, 苏珊娜一直在为各种行业的地区会计师事务所执业税务公共会计. 她于2013年获得德克萨斯大学达拉斯分校(University of Texas at Dallas)会计和工商管理双学位. Her dedication to her clients, great attitude, and work ethic helped her move up quickly in her career. While she continued to advance, she knew becoming a CPA was something she wanted to do; therefore, 她回到学校完成了注册会计师考试的要求. 她于2018年获得德克萨斯女子大学(Texas Woman’s University)的会计工商管理硕士学位，目前正在学习注册会计师考试.
When she is not working or studying, Suzanne enjoys spending time with her husband, Conelius, and their two children, Lasiah and Camden. 无论是玩笑还是恶作剧，和他们的儿子在一起从来都不会无聊. While Texas doesn’t always have the cold weather they truly love, they do enjoy all the amazing outdoor activities Austin, TX has to offer.
Brandi is a CPA with 4 years of experience in public accounting. Through her time in public accounting, she has serviced a range of clients in the tax sector, 主要是在房地产和另类投资行业. 她于2015年获得Texas State University的会计工商管理学士学位.
When she’s not working, she enjoys spending time with her husband, Robert, and their two dogs and four cats. 她还喜欢园艺、徒步旅行、皮划艇和看恐怖电影.
As a visionary with excellent management skills, 以及指导公司运营以增长为导向的技巧, Kaycee has been working for the firm since it opened its doors. As the current Director of Operations, 她充分利用自己出色的领导能力和团队合作能力，确保目标按时完成并交付给客户. Kaycee直接负责确保公司日常流程的有效运行，没有错误.
Kaycee在北卡罗来纳大学(University of North Carolina)毕业后搬到了奥斯汀. Although she’s held several jobs during her career, by far her favorite is working alongside her brother at the firm. In her spare time Kaycee enjoys reading, volunteering, spending time at the beach and traveling the world.
Already equipped with a degree in Business Administration, 萨拉目前正在努力完成成为注册会计师的各项要求. 她的勤奋和正直使她在过去的工作中获得了快速的晋升, 并赢得了客户和同事的信任和信心.
When she is not working or studying, Sara enjoys spending time with her family – her husband, Andy, and their two children, Caeden and Luna. They enjoy watching movies and going to Pinballz. 萨拉最喜欢的消遣之一是带她的萨摩耶犬艾玛参加狗展.
A woman of many talents, Somyong (Noi) was born into a farming family in Isaan, the Northeast region of Thailand. 她是家里第一个完成高中教育的人, 诺伊后来在曼谷的拉姆汉姆行大学(Ramkhamhaeng University)获得会计学士学位. 在来到美国之前，她做了4年的审计工作. Her goal was to improve her English skills during a one-year stay, 打算回泰国继续她的会计生涯. During her stay, she met her now-husband, and together they opened a Thai Food Restaurant, “Thai How Are You”. 她成功地经营了六年的餐厅，担任厨师，总经理和簿记员. Noi is now providing bookkeeping services professionally. 在她的空闲时间，Noi喜欢园艺和烹饪泰国菜的家人，朋友和邻居.
希望提高会计行业的客户服务标准, 萨曼莎最近加入了我们的团队，将她以客户为导向的技能添加到已经蓬勃发展的业务中. 拥有7年以上的客户服务经验和肯特州立大学的教育背景, Samantha is motivated, empathetic, and well-organized. In her free time, Samantha enjoys spending time with her daughter, hiking at the metro parks, and learning new hobbies.
