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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

Capital Gains Tax When Selling Your Home

Capital Gains Tax When Selling Your Home

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Strategies for Managing Student Loan Debt

Strategies for Managing Student Loan Debt

Five strategies for managing your student debt.

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

Becky Olds

Becky Olds

Administrative Professional

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

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