Broker Check

Who We Are

We pride ourselves on building real relationships with our clients. We are a local firm based in Allen, TX, with a rich history that spans over several decades. We embarked on our journey in December 2012, and along the way, we've grown and expanded. In January 2020, we joined forces with another firm, bringing together the best of both worlds. This collaboration has enabled us to combine the strengths and expertise of multiple firms, ensuring that we deliver top-notch service to our valued clients.


Understanding
Not just about
the numbers.

Our work is not just about numbers; it's about understanding who you are and what you need. We strive to go beyond the traditional role of a CPA by offering a personal touch. We will be there to hold your hand, guide you through financial complexities, and provide the support you need to achieve your goals.

Our team is comprised of experienced professionals who have a wealth of knowledge in the field of accounting. Led by Alesa Downing, our team brings together a diverse range of skills and expertise. With a strong focus on customer service, approachability, integrity, and a teaching mindset, we are dedicated to ensuring that our clients receive the best possible service and advice.

Contact Us
We Want to Hear
From You

We combine our tax knowledge and long-term planning expertise to help clients pursue their unique personal and family goals.

Hours
Mon: 9:00am - 5:00pm
Tue: 9:00am - 5:00pm
Wed: 9:00am - 5:00pm
Thur: 9:00am - 5:00pm
Fri, Sat, Sun: By appointment

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