We provide CPA Services for Individuals, Businesses

& Real Estate Investors

Professional Services

 

Tax Preparation & Planning

We prepare income tax returns for individuals, partnerships, corporations, trusts and estates. We also help with income tax projections, and tax savings strategies. 

 

Attestation Services

We provide audits, compilations, reviews, agreed upon procedures, and other attest services as requested for non-public entities.

 

Business Consulting

We provide business consulting in a variety of areas, including: business entity selection and formation, internal controls and process improvements, budgeting and cash flow management, retirement plan selection and construction, and executive compensation and succession planning.

 

Accounting Services

We provide bookkeeping, payroll processing, services, and financial statement preparation for businesses and real estate investors.

 

Our Team

 

Tyler Hodgson, CPA

Tyler, a Marine Corps Veteran, is a Founding Partner of our firm. Tyler's background includes corporate accounting, management consulting, and financial analysis for small and mid-sized firms in various real estate related industries. In addition to being a CPA, Tyler is an active real estate investor and licensed mortgage broker. Tyler earned a Master's of Accounting from University of North Texas. You can learn more about Tyler's professional experience by visiting his LinkedIn profile (below).

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Jeff Nash, CPA, CFP®

Jeff is a Founding Partner of our firm. Jeff acquired extensive experience and a broad background in auditing, tax preparation and planning while working in public accounting for Big-4 and regional firms, as well as working on the corporate side for complex family-owned and operated businesses.      In addition to being a CPA, Jeff is also a CERTIFIED FINANCIAL PLANNER™ professional and provides comprehensive financial services. Jeff earned his Master's of Taxation from Mississippi State University. You can learn more about Jeff's professional experience by visiting his LinkedIn profile (below).

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Megan King, CPA

Megan King has been a CPA for over 15 years. Megan began her accounting career at KPMG and then moved to corporate accounting with a focus in real estate. Megan has experience in audit, tax, and financial analysis. In addition to being a CPA, Megan is an active real estate investor and licensed real estate agent. Megan is a native Dallasite and graduated from Southern Methodist University. You can learn more about Megans's professional experience by visiting her LinkedIn profile (below).

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Kelsey Steele

Kelsey began her professional career as an accounting clerk for an international oil and gas service company, and then moved into the treasury department of the parent company to manage bank accounts and credit cards for several companies across different industries. Prior to this her background was primarily in fast food as a Shift Manager. Kelsey earned her Associates of Arts from Collin College in 2012 and is currently attending The University of Texas at Dallas expected to graduate Fall 2019 with a bachelor’s degree in Business Administration. You can learn more about Kelsey’s professional experience by visiting her LinkedIn profile (below).

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Privacy Policy

Effective July 1, 2001, the Federal Trade Commission began requiring all tax professionals and financial planners to advise their clients about their privacy policies and not share nonpublic information with third parties without their clients’ permission.

 

It is our policy to keep your personal and business information confidential to the extent permitted under law.

 

Our Privacy Policy

 

We collect nonpublic personal information about you from the following sources:

• Information we receive from you on applications or other forms;

• Information about your transactions with us, our affiliates, or others; and

• Information we receive from a consumer reporting agency.

 

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law or with your permission.

 

We restrict access to nonpublic personal information about you to those employees who need to know that information to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

 

If you decide to close your account or become an inactive client, we will adhere to the privacy policies and practices described in this notice.

 

If you have any questions about our privacy policy, please contact us.