Partners & Clients

Listed below is a sampling of some of the Firm clients and trusted partners. Please feel free to contact any of them as a reference to inquire about the services their companies provide.

Business Support Services

T2 Financial Solutions

T Squared Financial Solutions, LLC
Bookkeeping services managed by experienced CPAs to support your business. Contact us to request a free evaluation to determine if we are a good fit to serve your needs.
Dan Tarrillion, CPA
(512) 827-0771 | info@t2finsol.com

Veem

International business payment system. Mangold Anker Phillips has teamed up with Veem to streamline international payments. Your company now has an easy way to send or receive payments to over 90 countries at a better rate than what the banks charge. Veem syncs with the software you use for business, like QuickBooks, Xero and other systems.

Bill.com

Reduce bill approvals and payment time with paperless online bill management accounts payable system. Summary Description of Process. Visit Bill.com here to test with free thirty-day trial; no credit card is required.

Yearli

Yearli is a complete federal, state and recipient W-2, 1099, and 1095 reporting platform designed to help you generate, file, print and mail all related forms. This site includes Understanding Affordable Care Act (ACA) Reporting with information and Forms 1095-B and 1095-C, Employer-Provided Health Insurance Offer and Coverage and their corresponding transmittal forms.

Copedia

Policy and Procedure Manual Templates.  Copedia provides a standard framework of policy and procedure templates for businesses and nonprofits. The templates help entities develop their internal manuals for accounting, human resource, employee, workplace safety, projects and sales.

Website, Infographic & Print Design Services

ekMEDIA - WordPress Websites, Infographic and Print Design Services

ekMEDIA – Melissa Taylor
Website Design, Infographic Design, and E-mail Marketing
melissa@ekmedia.com

Banks

American Bank
Joe Petet (512) 306-5552
Francisco Albornoz (512) 326-5576

Cost Segregation

Financial Advisors

ML&R Wealth Management
Vanessa McElwrath, CPA, CFP | (512) 275-2716

Attorneys – Labor and Employment

Oberti / Sullivan LLP ,
Mark Oberti & Ed Sullivan | (713) 401-3555

Attorneys – Estate Planning

Brown & Lacallade, PC
Board Certified – Estate Planning and Probate Law, Texas Board of Legal Specialization
Dick T. Brown | (512) 330-9802

Giordani Swanger Ripp & Phillips, LLP
Estate Planning Law
Steven D. Baker | (512) 767-7100

The Wiewel Law Firm
Board Certified – Estate Planning and Probate Law, Texas Board of Legal Specialization
Brad Wiewel | (512) 480-8828

Attorneys – Corporate & Contract

Attorneys – Real Estate

Realtors

Best Life Real Estate

Colette Fitzgerald | (512) 294-1781

Social Security Planning

Medicare Planning

Michelle Feibus | (512) 585-1122

Benefits

AFLAC Supplemental Medical Insurance
Mike Coy, RFC, CPBA | (512) 554-3778

Architecture and Design

1031 Intermediary

Specialty Tax Services

Particular areas of tax law are very highly specialized. We have relationships with companies that focus on each of the following specializations. As requested, we are glad to recommend their services. We are available to offer a teamwork approach with another professional to best serve clients’ needs.

  • Real Estate Investments 1031 Administrator
  • R&D Tax Credit Services
  • Sales Tax – exposure review, compliance and audit in multiple states, nexus mitigation, and other sales tax concerns in all state and local sales tax jurisdictions