Certifications
Certified Public Accountant since 1994
Certified Divorce Financial Analyst® since 2013
Master of Accounting - Rice University
Honors:
Marquis G. Eaton Graduate Accounting Fellowship
BA in Economics and Managerial Studies - Rice University
Honors: Magna Cum Laude
Phi Beta Kappa
Omicron Delta Epsilon Economics Honor Society
Experience
Private
Practice
2001 to Present.
Provide
professional consulting services with
respect to federal and state tax planning, financial issues of divorce, personal financial planning, and issues
related to small business. Prepare federal and state income,
franchise, sales, and payroll tax returns. Provide consultation and advice with
respect to the initial set up of accounting systems and/or periodic review of
transactions entered into system by client. Client base includes individuals,
estates, trusts, and small businesses. Business clients include both retail
and service providers with annual gross revenue ranging from $5,000 to over $15 million.
August 2016 to May 2019.
Lecturer
for RICE
January 2004 to May 2006.
January 2008 to May 2009.
Tax Manager
for DELOITTE & TOUCHE, LLP
1992 to 2001
Multiple Positions of Progressing
Responsibility from Staff Tax Accountant
through Tax Manager. Experience
was concentrated in areas pertaining to high
net worth individuals, including federal and
state individual income tax, small business
tax, estate and gift tax, taxation of
trusts, and succession planning. Notable
achievements included preparation and
presentation of seminars on numerous tax
topics for Deloitte & Touche LLP national
training conferences, The American Association of Hispanic
CPA’s,
Organizations and Memberships
American
Institute of CPAs (AICPA)
Texas Society of Certified Public
Accountants (TXCPA)