Firm Profile

We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success.

We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.

HISTORY OF FIRM: The firm opened in June, 1995 to specialize in tax and financial issues related to individual and fiduciary clients. We have grown steadily from client referrals based on our strength of personalized service and specialized knowledge.

PRINCIPAL OF FIRM: Liz has over 34 years of experience in the tax and financial services business. She has a BA in Finance, an MBA in Tax and Investments and is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP). She is a member of the American Institute of CPAs, Texas Society of CPAs, and former board member of the Collaborative Law Institute of Georgia.

CPA, CFP