Our firm was founded with a focus on family
Our firm was founded with a focus on family. David wanted to spend more time with his young children, coach them in sports, work a flex schedule and be the best father and husband possible. He was tired of sitting in Austin traffic, working long hours and missing important family events. Working for the man wasn’t working for him. There was only room for one boss in his life – his wife Samantha holds that title. The decision was made, and he hit the ground running.
After some early success, he quickly realized there was an incredible opportunity to do something much bigger. His first hire was his sister, Kaycee, who runs daily operations today. Each year the firm brings in hundreds of new clients and a handful of experienced accountants. As the firm grows, there is a commitment to a culture that prioritizes family.
Employees are offered the freedom that David was searching for when he founded the firm. Our team members are invested in each other and that allows us to thrive as an organization.
From a client perspective, we focus on legacy planning, working with the next generation and understanding every one of your financial goals. For us, it has always been about building great relationships and helping our clients and their families succeed. Our dedication and commitment to our clients is what sets us apart. There is a great sense of duty and responsibility and it shows in our work. We view ourselves as an extension of your organization and take the time to understand your operations, key employees, and long-term goals.
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Our Founder
David grew up in a hard-working family in Harrison, New York. When he was eleven, he started his work career at the local country club as a golf caddy. When he wasn’t lugging golf bags around, he was in the weight room or on the football field. He was a captain on his high school team and an all-conference player in college at Salve Regina University. He finished up his college studies at Roger Williams University, majoring in Accounting.
David and his high school sweetheart, Samantha, have three young children (Hudson, Ryder, and Hazel). Outside the office you can find David coaching his sons in youth sports or sneaking in a quick round of golf with buddies. He loves being outdoors, whether it’s hunting in the Hill Country or deep-sea fishing in the Gulf of Mexico. Above all, David is a family man who believes in hard work and no excuses.
David’s experience spans across all industries, but some specialties include working with tech and E-commerce startups, oil and gas partnerships, investment funds, and real estate developers. David has extensive experience with corporate restructurings and M&A deals. He is a closet tax nerd and can be found reading tax code in the middle of the night; just ask his wife.

Meet Our Tax Team

Kaycee relocated to Austin after attending the University of North Carolina. Although she’s held several jobs during her career, by far her favorite is working alongside her brother at the firm. In her spare time Kaycee enjoys reading, volunteering, spending time at the beach and traveling the world.

When she’s not working, she enjoys spending time with her husband, Robert, and their two dogs and four cats. She also enjoys gardening, hiking, kayaking, and watching horror movies.

When she is not working or studying, Suzanne enjoys spending time with her husband, Conelius, and their two children, Lasiah and Camden. Whether it’s jokes or pranks, there is never a dull moment with their boys. While Texas doesn’t always have the cold weather they truly love, they do enjoy all the amazing outdoor activities Austin, TX has to offer.

When she is not working or studying, Sara enjoys spending time with her family – her husband, Andy, and their two children, Caeden and Luna. They enjoy watching movies and going to Pinballz. One of Sara’s favorite pastimes is showing her Samoyed, Emma, in dog shows.


An avid world traveler, he's been to more than 20 countries, once opened a business in Kazakhstan, and speaks Russian fluently. When not in the office, you can find Brandon out-and-about making dreams come true as he is also a local Austin Realtor®. He loves to talk stocks, play tennis, and prefers a good latte.