Partners & Clients

Listed below is a sampling of some of the Firm clients and trusted partners. Please feel free to contact any of them as a reference to inquire about the services their companies provide.

Business Support Services

Bill.com

Reduce bill approvals and payment time with paperless online bill management accounts payable system. Summary Description of Process.  Visit Bill.com here to test with free thirty-day trial; no credit card is required.

Yearli

Yearli is a complete federal, state and recipient W-2, 1099, and 1095 reporting platform designed to help you generate, file, print and mail all related forms. This site includes Understanding Affordable Care Act (ACA) Reporting with information and Forms 1095-B and 1095-C, Employer-Provided Health Insurance Offer and Coverage and their corresponding transmittal forms.

Copedia

Policy and Procedure Manual Templates.  Copedia provides a standard framework of policy and procedure templates for businesses and nonprofits. The templates help entities develop their internal manuals for accounting, human resource, employee, workplace safety, projects and sales.

Authorized Credit Card Systems provides businesses a means to accept electronic payments such as Credit Card, Debit Card and ACH via Website, Virtual Terminal, Shopping Card, Mobile/Smartphone, QuickBooks, POS Systems from its customers. We educate clients on industry scams and information, PCI Compliance and EMV transactions. Chargeback Coaching and much more.
Keith Miller, President
Anthony Truitt, Business Development
(512) 535-0120

Website, Infographic & Print Design Services

ekMEDIA - WordPress Websites, Infographic and Print Design Services

ekMEDIA – Melissa Taylor
Website Design, Infographic Design, and E-mail Marketing
512-751-5431 | contact@ekmedia.com

Banks

Chase Bank, Bruce MacKenzie-Graham
512-479-2008

American Bank, Lisa Killough
512-328-9900

Frost Bank, Mark Odom
512-473-4674

Financial Advisors

Asset Strategies Group, LLC, Sara Pantin, CLU and Bill Olsen, CLU
512-527-0671

Edward Jones Investments, Tim Coffey, AAMS
(512) 328-6263

Black Barn Financial, LLC
Sara E. Glakas, Founder & Investment Advisor
(512) 368-9179

Attorneys – Estate Planning

Brown & Lacallade, PC, Dick T. Brown
Board Certified – Estate Planning and Probate Law, Texas Board of Legal Specialization
512-330-9802

Law Office of Edward Gowett, Edward Gowett
Estate Planning and Business Law
512-473-8661

Steven D. Baker
Giordani Swanger Ripp & Phillips, LLP
Estate Planning Law
512-767-7100

The Wiewel Law Firm, Brad Wiewel
Board Certified – Estate Planning and Probate Law, Texas Board of Legal Specialization
(512) 480-8828

Attorneys – Corporate & Contract

Brown & Lacallade, PC, Dick T. Brown
Board Certified – Estate Planning and Probate Law, Texas Board of Legal Specialization
512-330-9802

Law Office of Edward Gowett, Edward Gowett
Estate Planning and Business Law
512-473-8661

Realtors

Capitol Area Realty, Inc., Jim Jackson, Jane Jackson, Brokers
(512) 328-6686

Best Life Real Estate, LLC, Colette Fitzgerald, Broker/Owner
512-294-1781

Keller Williams,  Jessica Licona, Realtor, CLHMS, ABOR
512-637-8434

Benefits

USI Southwest
Tom Ball and Danny Peoples
(512) 478-9595

Metro Austin Benefits
Bill Olsen, CLU, 512-527-0671, ext. 202

Architecture and Design

David Wilson Garden Design, Inc.
512-459-7909

Tim Cuppett, AIA, IIDA
512-450-0820

Technology

EmpactIT        1.877.514.7309

Specialty Tax Services

Particular areas of tax law are very highly specialized. We have relationships with companies that focus on each of the following specializations. As requested, we are glad to recommend their services. We are available to offer a teamwork approach with another professional to best serve clients’ needs.

  • Real Estate Investments 1031 Administrator
  • R&D Tax Credit Services
  • Sales Tax – exposure review, compliance and audit in multiple states, nexus mitigation, and other sales tax concerns in all state and local sales tax jurisdictions