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 Investments 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.
Naomi joined the firm in December 2014 as a tax accountant with experience working for VITA. Naomi is a CPA with a dual Bachelors degree in accounting and human resource. Naomi also has a Masters in Accountancy from Missouri State University. She has experience with individual tax preparation while working with VITA.
Chris joined the firm in the fall of 2020 after working for the KPMG Denver office. Chris' original concentration at KPMG was in pass-through entity tax, more specifically asset management. Chris now works predominantly on Federal and State Tax engagements for pass-through entities (S-Corporations and Partnerships) as well as individual 1040's. Chris handles our state and local income tax filing as well as certain state-specific gross receipts taxes. Chris attended the University of Texas at Austin as well as the University of Colorado at Boulder and is a licensed CPA in the state of Colorado.
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.
Melissa comes to us with 7 years experience in managing workforce teams within multiple retail service industries. Melissa is a 2012 graduate of Grapevine. Melissa is our team's bookkeeper and payroll admin. Melissa is currently enrolled and has completed her Financial Accounting course from the University of California, Berkeley Extension and is continuing her path towards advanced accounting and beyond. Melissa is very clearly driven to both better herself and to deliver exceptional service to all of our clients.
Madeline is our team's lead payroll processor. She handles all payroll and ensures our business clients are paid both timely, and accurately. Madeline has over 3 years experience working with our firm, and in the industry.
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.
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.
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.
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.
We know how important it is that your finances are handled by someone you trust. We provide financial planning and investment services through New Century Investments. New Century Investments was founded by Andrea Ward and Mike Fletcher in 1995, as an Investment and Financial Planning Service for her clients. Click the link below to learn more about New Century Investments, your Trusted Financial Partner.