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
As a visionary with excellent management skills, and a knack for directing company operations in a growth-minded direction, Kaycee has been working for the firm since it opened its doors. As the current Director of Operations, she leverages her excellent leadership and teamwork skills in order to ensure that objectives are completed on time for delivery to the client. Kaycee is directly responsible for ensuring that day-to-day processes at the company run efficiently and without error.
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.
Brandi is a CPA with 4 years of experience in public accounting. Through her time in public accounting, she has serviced a range of clients in the tax sector, primarily in the real estate and alternative investment industries. She received her Bachelor of Business Administration in Accounting from Texas State University in 2015.
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.
Since 2012, Suzanne has been practicing tax in public accounting with regional accounting firms for a wide variety of industries. She received her double Bachelor of Science in Accounting and Business Administration from the University of Texas at Dallas in 2013. Her dedication to her clients, great attitude, and work ethic helped her move up quickly in her career. While she continued to advance, she knew becoming a CPA was something she wanted to do; therefore, she went back to school to complete the requirements to become eligible for the CPA exams. She received her Master of Business Administration with Accounting emphasis in 2018 from Texas Woman’s University and is now currently studying for the CPA exams.
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.
Tyler was born and raised in Montgomery, Alabama and attended Auburn University. He started his accounting career at his father's CPA firm in Montgomery in 2008. After receiving his CPA in 2013, Tyler moved to Austin to start a new chapter of his life. Since moving to the Lone Star State, Tyler has gained invaluable experience serving clients across a wide range of industries. One primary focus throughout his career has been to build meaningful relationships with clients and be more than just a numbers guy.
Outside of the office, he spends his time socializing and being outdoors. Since moving to Austin, he’s been involved with several local non-profits. He enjoys helping the community while also getting to know people from all walks of life. He likes spending his weekends exploring the outdoors with his husky, relaxing on the golf course or floating down a Texas river.
Already equipped with a degree in Business Administration, Sara is currently working on completing the requirements to become a CPA. Her hard work and integrity have helped her to advance quickly in past employment, and have gained her the trust and confidence of clients and colleagues.
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.
Brandon is an eight-year Navy veteran with a Bachelor's in History from UCLA. After too many less than ideal meetings with tax preparers, he saw the opportunity to act on the phrase “when you want something done right, do it yourself”. Brandon passed all three parts of the Special Enrollment Examination in three months and now has his sights set on the CPA exam. He takes pride in providing excellent service and communication.
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.
A woman of many talents, Somyong (Noi) was born into a farming family in Isaan, the Northeast region of Thailand. As the first person in her family to complete a high-school education, Noi then went on to obtain a bachelor’s degree in accounting from Ramkhamhaeng University in Bangkok. She then worked as an auditor for four years before coming to the United States. Her goal was to improve her English skills during a one-year stay, with the intention of returning to Thailand to continue her career in accounting. During her stay, she met her now-husband, and together they opened a Thai Food Restaurant, “Thai How Are You”. For six years she successfully ran the restaurant as the chef, general manager, and bookkeeper. Noi is now providing bookkeeping services professionally. In her free-time, Noi enjoys gardening and cooking Thai food for family, friends, and neighbors.
