Meeting Preference: Email
Languages: English, Spanish
As a CPA and tax specialist for 33 years, I have helped many small business clients with planning, budgeting, projections, accounting, and Federal income tax issues. The structuring of businesses, the transfer of businesses between generations, and preparing for the sale of a business were a natural part of the overall planning process. Having grown up on a farm/ranch in a small farming community has provided me with an appreciation of the agricultural sector of the Rio Grande Valley and the importance of working together with neighbors and friends. Throughout the years of obtaining an education, adaptability and working with others was important because of the many different part time and summer jobs that I had including as maintenance and construction leader at a feedlot, welders helper, welder, coal car cleaner at a gravel pit, operator at a rice dryer, and teachers assistant of accounting while attending college.
Areas of Expertise
- Accounting & Finance
- Management & Operations
- Strategy Development
Industry Experience
- Agriculture
- Construction
- Manufacturing
- Real Estate
- Transportation