Catherine is a federally licensed Enrolled Agent with over 20 years experience at the IRS, where she conducted audits of small business owners. She later worked in Privacy and Online Services to drive Taxpayer Engagement while maintaining system integrity. A Texas native with a BS in Accounting from the University of Hartford, she offers strategic tax and accounting guidance backed by deep government experience. Her clients benefit from her insider knowledge, precision, and dedication. Outside of work, Catherine enjoys singing in her church choir, watching baseball, and spending time with her family.

Mark is a Certified Public Accountant with expertise in tax planning, compliance, and business consulting. At the IRS, he audited individual, partnerships and corporations, and advised on complex financial tax matters. After the government, he went on to work in public accounting and private industry. Originally from New England, Mark moved to Texas in 2020. He holds a BS in Accounting from the University of Hartford and is a licensed CPA in Connecticut. Outside of work, he enjoys hunting, fishing, baseball, and hockey.
Our mission is to provide exceptional accounting services tailored to your needs. We provide individuals and businesses with accurate financial insights and strategic guidance.
We believe exceptional financial guidance begins with high standards and thoughtful care. We deliver clear, actionable advice so you can make confident decisions—whether you’re managing day-to-day bookkeeping, resolving a complex tax issue, or planning long-term strategies.
Our goal is to simplify the complex and give you a roadmap you can trust. We don’t settle for anything less than excellence, and neither should you.