University of Texas at Arlington Almeda University
BBA in Accounting MBA in Accounting
Certified Public Accountant
ACHIEVEMENTS Outstanding Young Men of America
Who's Who in Finance and Industry
CIVIC Former Board Member of Bright Foundation
Former Advisory Board Member of Thurgood Marshall
Recreation Center and Dallas Metro Athletic Club
Former Board Member - Child and Family Guidance Center,
The Chance Center (Center for the Help of Abused
and Neglected Children) & LKB Memorial Foundation
SERVICE Former member of Rotary Club – Dallas
Founder and Principal
Tax Team Plus
Consulting, Tax Financial Planning Practice
[2013 – present]
Founder and principal of firm providing tax consulting and preparation of business, nonprofit and fiduciary (trusts and estates) federal and state income tax returns and individual income tax returns for the person(s) involved with these entities; IRS tax resolution and consulting; consulting and financial accounting to small businesses in home health and other industries.
* * Chief Financial Officer
Virtual Home Care
[2013 – 2014]
Home Care Network Group
Home Care Management
[2005 – 2013]
Chief financial officer of Home Care Management and Home Care Network Group, one of the largest home health agencies in North Texas. Hired by the owners of this highly respected, successful and emerging home health group to help manage the financial growth and control budgets. Had the autonomy to guide daily and long-term operations and planning under the guidance of the CEO.
Also oversaw long-term financial planning and the budgeting process.
* * Founder and Principal
Healthcare Consulting Financial Planning Practice
[1984 - 1989; 1995 – 2005]
Founder and principal of firm providing business consulting and financial accounting to small businessesin home health and other industries; financial and estate planning; tax consulting and preparation of individual, partnership, corporate and fiduciary federal and state income tax returns.
* * Accounting Instructor
Mountain View College
[1997 – 2000]
* * Benefits Accounting Manager
Employee Benefits Department
[1989 – 1995]
Responsibilities included coordination with outside investment managers the portfolio of a $100,000,000 master trust; accounting for employee benefit plans; also making certain the plans were compliant with laws and regulations and coordination of the plans with the in-house legal department; supervision of two to four employees in employee benefits group.
* * Business Advisory Group Senior Accountant
Ernst & Young and Company
[1979 - 1984]
Responsibilities included supervising staff accountants; consulting small businesses in accounting and tax; review and preparation of corporate, individual, partnership, fiduciary and estate income tax returns; preparation and review of financial statements; work on personal computer using spreadsheets and various tax planning programs; auditing of large corporations.
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