Broker Check

Tax & Accounting

What We Do

CONSULTING

Advisory Services, Business Succession Planning, Buying & Selling a Business, Mergers & Acquisitions

TAX

Tax Planning & Preparation for Individuals, Corporations, Partnerships, Trusts, Estates and Non-Profits

ACCOUNTING

Reviews, Compilations, Financial Statement Preparation, Cash Flow & Budgeting Analysis, Bookkeeping, Write-Up

PAYROLL AND QUICKBOOKS

Payroll Processing, Payroll Reporting & Compliance, QuickBooks Company File Setup, Installation, Training and Support

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Personal Finance Calendar

Personal Finance Calendar

Use this handy calendar to remember the year’s most important financial dates.

Your Tax & Accounting Team

Sheri DelMage

Sheri K. DelMage, CPA

Managing Shareholder, Financial Advisor

409.892.0233

409.347.2108

Josh LeBlanc

Josh H. LeBlanc, CPA

Shareholder, Financial Advisor

409.892.0233

409.347.2108

Peter Simon

Peter D. Simon, CPA

Shareholder, Financial Advisor

409.892.0233

409.347.2108

Charlotte Yeates

Charlotte A. Yeates, CPA

Manager/Retired Shareholder

409.892.0233

409.347.2108

Anna Avanzato

Anna Avanzato

Senior Professional Staff I

409.892.0233

409.347.2108

Kelly Adams

Kelly Adams

Senior Professional Staff I

409.892.0233

409.347.2108

Janet Cherry

Janet Cherry

Accounting Services Supervisor

409.892.0233

409.347.2108

Kimberly Sam

Kimberly Sam

Administrative Professional

409.892.0233

409.347.2108

Rebekah Sepulveda

Rebekah Sepulveda

Administrative Professional

210.592.4220

409.347.2108

Kayla Lewis

Kayla Lewis

Professional Staff

210.592.4220

409.347.2108

Have a Question?

Thank you!
Oops!