With over eight years of tax filing experience and holding a CPA license in Texas, AZ leads our firm while bringing valuable insights from his experience as a finance and sales executive in the startup world. His unique combination of entrepreneurial spirit and technical expertise drives our mission to make tax efficiency accessible to all clients. Under AZ's leadership, we continue to blend professional excellence with innovative thinking to deliver outstanding results.

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Outside of work, AZ enjoys... playing golf (until it lowers his handicap too much!), and being outside with his wife, Maddie, and dog, Winnie.

Branson demonstrates an impressive enthusiasm for mastering the intricacies of tax preparation and compliance. His dedication to thorough research and commitment to maximizing client value through accurate tax reporting has made him a welcome addition to our team.

Outside of work, Branson... cherishes time with family and friends. He stays active through regular workouts and has a passion for both watching and playing sports, maintaining a balanced lifestyle that strengthens both mind and body.

A recent Finance graduate from Oral Roberts University, Isaac brings fresh perspective and energy to our bookkeeping services. His academic background and enthusiasm for helping businesses grow make him well-equipped to support our clients in their financial journey. Isaac's dedication to applying his knowledge in real-world situations demonstrates our commitment to combining education with practical experience.

Outside of work, Isaac is… an avid outdoorsman who finds joy in hunting, camping, and fishing adventures. Living an active lifestyle, he's often found on the pickleball court staying competitive. Isaac loves sports, especially when it comes to college football, he never misses an opportunity to catch a game. His dedication to community service shines through his meaningful work mentoring the youth at his local church.

With five successful tax seasons under his belt, Finn has been instrumental in our firm's growth and success. Currently serving as a market risk analyst at BP, he brings sharp analytical skills & dedication to excellence to our team. His exceptional ability to learn and adapt, combined with his commitment to doing things right, makes him an invaluable leader in our tax practice. 

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Outside of work, Finn enjoys... spending time with my girlfriend, Tayler, and our two dogs, Tormund and Tyrion. Traveling is also a passion of mine outside of my work; I love exploring new places and cultures, whether I’m scuba diving in beautiful waters or trying out local eateries during my adventures. I believe in balancing hard work with exploration, always eager to discover new experiences along the way.

Teresa serves as both our people advisor and bookkeeper, with an expanding role in operations. Her unwavering commitment to client satisfaction and natural ability to build lasting relationships have made her an essential part of our success. Teresa approaches every challenge with determination and ensures that our clients receive the attention and care they deserve.

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Outside of work, Teresa enjoys…staying active and engaged with a variety of interests. Whether it’s playing sports, spending time with horses, practicing yoga, or traveling to new places, I love exploring new adventures. Above all, nothing beats quality time with my family, making memories, and cherishing moments together.