Carl is the firm's managing partner and is the director of tax planning and compliance. He is a Certified Public Accountant and a Certified Financial Planner. He has over 38 plus years of public accounting experience. Carl has a BBA in Accounting from the University of Texas at Austin and considers himself a native Houstonian having resided in Houston since his elementary school days.
Carl's technical expertise encompasses individual, corporate, partnership and fiduciary income tax planning and compliance. His personalized approach to tax planning focuses on creative solutions specific to each client's unique set of circumstances.
Carl is a member of Tallowood Baptist Church and his volunteer activities have included coaching youth baseball, softball and basketball. In the past he has served as a commissioner, program director, treasurer and board member for the Spring Branch Memorial Sports Association and past president of the Memorial High School Booster Club. He has also served as direcor for his homeowner association.
American Institute of Certified Public Accountants (Tax practice section)
Texas Society of Certified Public Accountants
Licenses and Designations:
Certified Public Accountant -Texas
Certified Financial Planner