was established as a full service CPA firm to serve the tax, accounting and consulting needs of individuals and small businesses in the Dallas area. We strive to strike the perfect balance between small, local, attentive service and professional experience and expertise. We believe that listening is the foundation of a lasting client relationship built on trust and respect. Our goal is to provide
financial leadership, guidance and advice that you can really use to help you grow your business and become more successful. Bradley, CPA: An accountant since 1994 when he graduated from Texas A & M University - Corpus Christi with a Bachelors Degree in Accounting. David joined a CPA firm that specialized in Physician Practice Management and then later became the Chief Financial Officer of a Physician Owned Organization providing services to its member Physicians. David earned the designation as a CPA in 1997. This has allowed him the opportunity to be an important source of advice and assistance for small business owners seeking proactive tax and business strategies as well as financing advice. David states, "I see us as a Trusted Advisor that should bring value to our clients by analyzing their whole financial picture. We must make recommendations that are forward thinking and not reactive which will cost our clients money. Our clients should expect that we are pursuing their success. We view every client relationship like a partnership, and truly believe that we cannot be successful without equally successful clients. Our Philosophy:
To provide quality accounting, tax and consulting services in a timely manner. To be associated with growing companies and individuals, and to help our clients reach their full potential. To be a firm that is enjoyable to work for and rewarding to work with. To contribute to our community and the profession to which we belong. To grow, but never to lose the local identity and personal relationships with clients that are the foundations of our practice. We are a member of the Texas Society of Certified Public Accountants and strive to support local and national charities with our resources.
