Andrea has been in public accounting since 1987 and has been licensed as a CPA in Texas since 1989. Andrea graduated Cum Laude with a Bachelors in Business Administration, Major: Accounting, with equivalent minors in Finance and Economics from Texas A&M University in 1987. She has prior experience working for the Fort Worth office of KPMG both in the audit and tax departments. She joined our firm in 1990, and now manages and runs the office. Andrea developed the tax practice into a more comprehensive, full-service tax and accounting firm. She specializes in personal, business, and estate taxation and planning. Under her direction, the firm now offers accounting services to the firm's small business clients which allows clients to receive comprehensive service from our firm. In addition to being a CPA, Andrea is also licensed as a Registered Investment Advisor with New Century Partners and offers investment advisory services. Andrea works closely with her clients, evaluating issues to provide planning opportunities to help them achieve tax savings as well as their long-term financial goals.
MAKING LIFE A LITTLE LESS TAXING
We are a firm you can trust. Our staff has extensive experience in QuickBooks, Accounting, Tax, Investment Advising, Retirement Planning and Estate Planning. Our overall goal is to make your life a little less taxing. We strive to provide you with the best service possible and are known to go above and beyond when it comes to our clients. For a closer look at our talented staff, take a look at their bios below.
Tom has been with the firm since inception after founding the tax practice in 1987 which now is merged with the firm. He has a degree in Management from Elmhurst College and has passed the Enrolled Agents exam. Tom both manages and operates the business interfacing with clients in tax preparation and planning. He primarily works with clients identifying their planning needs ranging from tax and retirement to insurance and investment planning services.
Maria has been with the firm since 1993. She grew up in Fort Worth and is a 1984 graduate of Diamond Hill. She specializes in individual and small business tax preparation and accounting services. Maria works with clients heading up the payroll reports and W-2 filings for our small business clients and supervises and instructs the office staff in documentation of client records.
Tonya is the firms bookkeeping and payroll supervisor. She joined the firm in 2011 as a tax preparer and has nine years of experience. Tonya works with clients doing compilation and preparation of small business records and returns. She is responsible for bookkeeping staff training and client consultation regarding their recordkeeping systems.
Naomi joined the firm in December 2014 as a tax accountant with experience working for VITA. Naomi has dual Bachelors degrees in accounting and human resource as well as a Masters in Accountancy from Missouri State University. She has experience with individual tax preparation while working with VITA. And she currently is working on the CPA exam with one more part to pass.
Sandy joined the firm in 2018. Sandy has 16 years of experience preparing and reviewing tax returns for individuals, partnerships, and corporations. She has experience in both public accounting and oil and gas industry. Sandy also volunteers during tax season preparing tax returns for AARP.
Nick comes to us from Houston where he owned an accounting practice. Nick relocated to the area to be closer to family. He has been in the business for over 40 years and enjoys working with clients with a focus on ways to minimize their taxes. He has experience with individual, partnership, corporate, and gift and estate returns.
Diane comes to us this year after working with H&R Block since 2014. Diane has experience working with individuals who have small businesses and rental properties. Her past experience includes working as a paralegal and she has worked in the health insurance field over the years.
Ashlee joined the firm July 2017. She earned her degree in Accounting from the University of North Texas and has been working in the accounting field for 18 years. She works with both cash and accrual basis clients to report and maintain their books for both reporting and tax purposes.
Cassandra joined the firm in 2014 and has 4 years experience in bookkeeping and payroll. She is a 2014 graduate of Springtown High School. She attended Tarrant County College and has completed accounting classes. Cassandra is responsible for client ACH payments, understands accrual accounting, and supports payroll tax reporting for clients.
Roxanna relocated to the area from Houston and joined the firm November 2017. She has over 20 years experience in accounting and payroll. She is responsible for client sales tax reporting in the office as well as reporting state tax withholding. She is knowledgeable in cash and accrual accounting and works with QuickBooks online as well as desktop.
Jodi, a 2013 graduate of Azle High School, has worked with the firm since September 2017. She works with a variety of books including pharmacies, truck drivers, and restaurants. In addition to bookkeeping, Jodi has experience with payroll reporting.
Katie graduated from Azle High School in 2017 and joined the firm in the fall. She has had management and employee scheduling experience prior to joining our firm. Katie is a payroll clerk responsible for the client payrolls, setting up new employees, adding in benefits, and posting direct deposits.
In addition to handling the front desk during tax season, Kari supports the bookkeepers and payroll clerks. She understands employee benefits, including health insurance and employer-provided HSAs. Kari joined the firm in January 2018 and is a 1998 graduate of Bandera High School.
Karen is the office manager and has been a member of the firm since 2003. She has prior experience managing offices for physicians. Karen handles the office staff’s needs, resolves client and staff questions, and handles the office’s electronic filing.
We know how important it is that your finances are handled by someone you trust. That is why we partner with New Century Investments for all of your investment and financial planning. New Century Investments was founded in 1995 by Andrea Ward to provide investment and financial planning services for her clients.