Welcome to our website

Our firm is a specialty tax practice. Services include the following areas of emphasis:

1. Sales and use tax consulting, compliance and audit defense. 

2. Sales tax matrix creation/implementation and taxability research. 

3. Sales tax registration and voluntary disclosure agreement negotiation. 

4. Assistance with tax amnesty programs, private letter rulings and nexus studies. 

5. Sales tax refund studies and direct pay permit compliance. 

6. Property tax consulting and compliance services.

I have extensive experience in sales and use tax nationwide, including DC and Puerto Rico, but most of my work is in the following states; Oklahoma, Texas, Colorado, Wyoming, New Mexico, Wyoming, Pennsylvania and Louisiana. 

We also provide the following services for other tax types: Colorado severance tax compliance, Texas severance tax refunds, fuel tax compliance, hotel/motel tax consulting, excise tax consulting, and motor vehicle tax consulting.

We focus on the following industries: Oil and Gas, Construction, Manufacturing, Software and Healthcare.

As a Christian family business we offer personal and client-focused service with a high level of expertise. Our goal is to help our clients manage their business and tax affairs well, and to give them the advice and information they need to make good decisions.

Give me a call or email to discuss our service offerings and how we might be able to help you (please see the contact page). 

Our duty is to provide information to help our clients make informed decisions, and our commitment and promise to our clients is that they will always "drive the ship." 
What sets us apart from the competition? Well there are a few things that make us a different kind of firm:

First, unlike many other consultants, we do not approach our clients with a self-serving agenda, but instead focus on what our client's prioritize and need. Then we look for solutions using our knowledge and experience. Solutions that work best for them and their business. 

We LISTEN and we are objective. 

In reality, there are usually several options available for any tax situation. Knowing the risks and costs, possible benefits and implications is important if sound decisions are to be made. 

Secondly, we offer highly competitive (the best in the industry), flexible and transparent pricing. 

Our pricing is better than our competitors for simply 2 important reasons: 

1) We operate a highly-efficient cost structure, and 

2) We place value on things which are far more important than money. We value our clients as people, we appreciate the opportunity to serve their interests and meet their needs, and we are committed to protecting the public trust. 

Simply put, we don't have to charge a fortune because we do not spend a fortune. That's just not who we are. 

We are different because we measure success by our client's success.

What you can expect from us is honest and objective professional service with a high level of skill, fair and reasonable pricing, transparency and good communication.


Our promise to you


Professional and objective guidance on complex sales, use, severance and property tax matters.

I take my responsibility as a CPA to the public trust and to our clients seriously. You can count on us to provide exceptional services with the highest standard of integrity and objectivity. 
Learn more

Tax consulting for non-profit corporations and other tax exempt organizations.

Whether you’re a non profit organization or an individual looking to incorporate a new 501c3, you can benefit from a qualified and experienced tax advisor. Let us advise you and see how we can help save you manage risk and mitigate your tax liability.
Learn more
Share by: