About Us
Choosing the right CPA firm for your business and tax consulting is an important decision. You need a firm with knowledgeable staff, wide-ranging experience, a commitment to integrity, and a whole lot of great ideas. We provide all of that and more.
Sandra Finch, CPA, CFP
Sandra is a Certified Public Accountant and Certified Financial Planner with over 30 years of experience working with complex tax issues for individuals, corporations, trusts, estates, and partnerships. She has been published in The Practical Accountant Magazine, is the author of 50 Ways to Leave Your Business and has been a national tax speaker and instructor for CPA's since 1990.
Sandra teaches regular classes on Understanding Your Financial Statements and Tax Issues for Selecting a Business Entity at the University of Houston Small Business Development Center.
As an author and lecturer, Sandra has written and taught courses, including Starting Your Own Business (GLS Outplacement Center) and Estate and Trust Taxation (Enrolled Agent CPE). Her article "Using Alt Min Tax Credit" was published in Practical Accountant magazine in 1991. She most recently wrote a book on how to exit your business which you can buy on Amazon here.
Crystal Fanning
Crystal is an experienced accounting professional that has managed general ledgers and financial records for over 10 years. Her organizational skills and attention to detail have helped small businesses establish structure and procedures within their accounting departments. She is highly proficient in QuickBooks and Excel and not afraid to learn new software. She thrives on problem-solving and finding solutions that create more accuracies and efficiencies.
Alena Dyson
Alena has over 20 years of Senior Administrative experience, including office management, corporate development, paralegal and legal office support. Alena has effectively managed people and processes within multiple industries over her career. She has numerous years of experience with accounts receivables, payables, purchasing and payroll administration.
Debbie Finch Rowley
Debbie is an Enrolled Agent (tax specialist) with over 25+ years of public accounting experience, and 14 years of experience as a private industry Controller. She is certified in QuickBooks Online and works heavily in QuickBooks for business accounting, refining and optimizing accounting records to help ensure compliance with all levels of local, state and federal taxation.
Debbie officially retired in May 2024 but still assists us on short-term projects and with clients for which she has gathered institutional knowledge over her many years with the firm.
Cara Phelps
Cara has a Bachelor's Degree in Education (minor in Math) from Abilene Christian University. Cara has over 10 years of experience in general ledger accounting, and SEC, legal, and administrative support.
Senior Accounting and Tax Specialists comprise our additional in-house staff and provide clients with tax and accounting support.