Director of Operations
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 graduating from 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.
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.
Before attending Texas State University, Kelley was a small business owner providing services to fashion designers, retail, photographers, and the film industry for over 9 years. She gained experience in start-up, maintaining, and closing a small business.
After receiving her accounting degree, she worked for a small accounting firm in central Austin that focused on forensic accounting for litigation and tax preparation. While there, she assisted in tracings for litigation clients and prepared both individual and corporate tax returns. She then worked for a local business as a project cost accountant, building cost-based invoices covering 100+ employees. After about a year Kelley went back to tax and worked for a tax practice in Southwest Austin for two years preparing individual, business, not-for-profit, trust, and estate returns.
"Dave continuously exceeds our expectations on level of knowledge, professionalism, and responsiveness. As a startup we have limited resources to tackle, what seems like unlimited tasks, Dave has been instrumental being a team member to help take us to the next level. Without question, I’d recommend Dave to anyone within my network; overall he’s a great guy and pleasure to work with."
"I’ve been working with David to serve our mutual clients for several years now. As a corporate, securities, and tax attorney, it’s critical that my clients have skilled, diligent, and personable tax advisors and CPAs, not only skilled and knowledgeable with tax matters, but also business matters. David has consistently provided practical, cutting edge advice regarding both general and complex tax and business matters. He is a pleasure to work with and I highly recommend him and his team for your professional tax services."
"David is an experienced professional who has consistently gone above and beyond to meet our needs. Being a startup, it’s hard to find business service providers that are can move fast and be flexibly. David is there when we need him and always delivers. He has been a pleasure to work with and we highly recommend him to meet your accounting and tax prep needs."
508 W 12th Street
Austin, TX 78701
River Place Satellite Office
10815 Ranch Rd. 2222
Bldg. 3B Ste.100
Austin, TX 78730