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 |


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.

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


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.


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.

Authorized Credit Card Systems provides businesses a means to accept electronic payments such as Credit Card, Debit Card and ACH via Website, Virtual Terminal, Shopping Card, Mobile/Smartphone, QuickBooks, POS Systems from its customers. We educate clients on industry scams and information, PCI Compliance and EMV transactions. Chargeback Coaching and much more.
Keith Miller, President
Anthony Truitt, Business Development
(512) 535-0120

Visionating provides business coaching to empower you to create a thriving, well-rounded business that enhances the lifestyle you want. We go beyond the just the figures to focus on your future.

Lisa A Sretenovic


Website, Infographic & Print Design Services

ekMEDIA - WordPress Websites, Infographic and Print Design Services

ekMEDIA – Melissa Taylor
Website Design, Infographic Design, and E-mail Marketing
512-751-5431 |


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

The Bank of Austin, Mark D. Odom

Cost Segregation

Cost Segregation Services, Inc.
Tom Campbell – (512) 689-6306

Mcguire Sponsel
Alan Smith – (770) 427-9677 ext. 11

Strategic Tax Consultants
Harvey Bilisoly – (757) 533-4125

Financial Advisors

Asset Strategies Group, LLC, Sara Pantin, CLU and Bill Olsen, CLU

Edward Jones Investments,
Tim Coffey, AAMS – (512) 328-6263

Edward Jones Investments,
Mike Grindle, CFP – (512) 302-3279

Black Barn Financial, LLC
Sara E. Glakas, Founder & Investment Advisor
(512) 368-9179

RBC Wealth Management 
John J. Riffle, AWM, Senior Vice President – (512) 708-6316

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, Dick T. Brown
Board Certified – Estate Planning and Probate Law, Texas Board of Legal Specialization

Steven D. Baker
Giordani Swanger Ripp & Phillips, LLP
Estate Planning Law

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

Armbrust & Brown, PLLC
Frank Brown – (512) 435-2300

Jackson Walker, LLP 
Erin Tuggle – (512) 236-2000

Brooke Hardie Law 
Brooke Hardie – (512) 374-4922

Attorneys – Corporate & Contract

Brown & Lacallade, PC, Dick T. Brown
Board Certified – Estate Planning and Probate Law, Texas Board of Legal Specialization

Almanza, Blackburn, Dickie & Mitchell LLP, Julie K. Lane
(512) 474-9486

Attorneys – Real Estate

Armbrust & Brown, PLLC
Frank Brown – (512) 435-2300

Almanza, Blackburn, Dickie & Mitchell LLP, Julie K. Lane
(512) 474-9486

Cook Brooks Johnson, PLLC
Michael L. Cook – (512) 381-3001

Jackson Walker, LLP 
Lenora DuBose – (512) 236-2079


Best Life Real Estate, LLC, Colette Fitzgerald, Broker/Owner

Social Security Planning

Back Nine Financial
David Zander – (260) 615-0078

Medicare Planning

Michelle Feibus


USI Southwest
Tom Ball and Danny Peoples
(512) 478-9595

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

Architecture and Design

David Wilson Garden Design, Inc.

Tim Cuppett, AIA, IIDA

1031 Intermediary

Sydney A. Miller, CES

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