About Us

We take pride in our personalized approach, getting to know you and your unique financial situation. Our main goal is to provide clarity and confidence through accurate and beneficial tax returns for you, meticulous record keeping and organization. We know that accurate financial records are the backbone of sound decision-making, and we are here to ensure your tax returns reflect your true potential for success.

Whether you’re an individual looking to simplify your finances or file a basic return, or a business seeking to refine your strategies, we offer tailored solutions that fit your needs. We believe that building lasting relationships with our clients is essential, and our commitment to excellence and attention to detail set us apart as a trusted resource.

We are two sisters who returned to Texas to honor our family heritage. With deep roots in this vibrant state, we are committed to carrying on that legacy. Our shared passions for hiking, the outdoors, and an active lifestyle reflect our dedication to both health and community. On weekends, you’ll find us attending church and enjoying quality time with our families, as family is at the heart of everything we do.

Each of us brings a unique set of experiences to our firm. Cassandra has a diverse background in various sectors, including banking, legal, restaurant administration, and the medical field. Sarah specializes in construction, with additional experience in the sports industry, restaurant accounting, and a range of other businesses.

Welcome to our firm! With over 35+ years of experience in tax and finance, we’re not just your advisors—we’re your partners in navigating the often-complex world of tax preparation, bookkeeping, and business strategy.

We look forward to connecting with you and exploring how our specialized expertise can support your growth and success! Let us help you navigate your financial journey with ease. Together, we can unlock opportunities for growth and empower you to focus on what you do best. We’re excited to be part of your success story!