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.
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
CPA, CGMA, CITP, CAAS
Website, Infographic & Print Design Services
ekMEDIA – Melissa Taylor
Website Design, Infographic Design, and E-mail Marketing
512-751-5431 | contact@ekmedia.com
Banks
American Bank
Joe Petet, 512-306-5552
Francisco Albornoz, 512-326-5576
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 – (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
512-527-0671
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
512-330-9802
Steven D. Baker
Giordani Swanger Ripp & Phillips, LLP
Estate Planning Law
512-767-7100
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
512-330-9802
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
Realtors
Best Life Real Estate, LLC, Colette Fitzgerald, Broker/Owner
512-294-1781
Social Security Planning
Back Nine Financial
David Zander – (260) 615-0078
Medicare Planning

Michelle Feibus
512-585-1122
Benefits
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.
512-459-7909
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