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
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
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 Bill.com 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.
Website, Infographic & Print Design Services
ekMEDIA – Melissa Taylor
Website Design, Infographic Design, and E-mail Marketing
melissa@ekmedia.com
Banks
American Bank
Francisco Albornoz (512) 306-5576
Texas Partners Bank: The Bank of Austin
Mark D. Odom (512) 956-5251
Cost Segregation
Cost Segregation Services, Inc.
Tom Campbell | (512) 689-6306
Mcguire Sponsel
Alan Smith | (678) 831-4062
Asmith@mcguiresponsel.com
Financial Advisors
Asset Strategies Group, LLC
Bill Olsen, CLU | (512) 637-6233
Wtolsen@finacialguide.com
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 | (512) 368-9179
RBC Wealth Management
John J. Riffle, AWM | (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
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
Armbrust & Brown, PLLC
Frank Brown | (512) 435-2300
Jackson Walker, LLP
Erin Tuggle | (512) 236-2065
Brooke Hardie Law
Brooke Hardie | (512) 374-4922
Attorneys – Corporate & Contract
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
Social Security Planning
Back Nine Financial
David Zander | (260) 615-0078
Medicare Planning
Michelle Feibus | (512) 585-1122
Benefits
AFLAC Supplemental Medical Insurance
Mike Coy, RFC, CPBA | (512) 554-3778
Architecture and Design
Tim Cuppett, AIA, IIDA | (512) 450-0820
1031 Intermediary
Sydney A. Miller, CES | (830) 608-1031
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