Jim founded the firm in 1991. After working out of his dining room for 18 months, he opened an office near Starcrest and Loop 410 in 1993, then moved the firm to its present location in 2005. Jim is a member of the Texas Society of CPAs (TSCPA) and CPA Connect, a national organization of CPA firms. He has participated in a variety of charitable services over the years, most notably as a board member of the Financial Literacy Committee of the San Antonio Chapter of the TSCPA, which was named Charitable Group of the Year in 2006. He has served as a speaker and panel member of the Texas Automobile Dealers Association and the local chapter of that organization, and has published articles on automobile dealer accounting for that organization’s publication, Texas Dealer. His expertise in IRS Collections Division representation is well known, as he has negotiated dozens of settlement offers with the IRS, set up hundreds of installment agreements, and has successfully defended clients on a wide variety of IRS examinations.
Jim’s primary function is the management and oversight of all aspects of the firm, the review of all tax returns prepared by the firm, and the preparation of tax returns and financial statements that are of a complex nature.
Kathleen Guerrero, Staff Accountant
Kathy joined the firm in January, 2002. She earned her B.B.A. in Accounting from the University of Texas at San Antonio in 2001, and furthered her studies with an additional 28 hours of graduate level accounting courses and an internship with Carniero Chumney.
Kathy’s primary functions here include:
- Preparation of State and Federal Income Tax Returns for individuals and businesses
- Work with business clients to ensure that entries on self-maintained bookkeeping systems are error-free
- Tax Planning for individuals and businesses
- Training on the popular QuickBooks accounting software
- Full bookkeeping services for businesses
- Complete payroll services
Kathy has been a tremendous asset to this organization from day one, and her cheerful attitude and willingness to help, even in difficult situations, makes her a pleasure to work with.
Marleene Chapko, Tax Preparer/Bookkeeper
Marleene joined the firm in December, 2007. She brings over 30 years experience working for public accounting firms and private companies, including four years with Grant Thornton. Her primary functions include:
- Preparation of State and Federal Income Tax Returns for individuals and businesses
- Work with business clients to ensure that entries on self-maintained bookkeeping systems are error-free
- Tax Planning for individuals and businesses
- Training on the popular QuickBooks accounting software
- Full bookkeeping services for businesses
- Complete Payroll services
Marleene’s cheerful attitude, dedication to accuracy, and strong work ethic make her an extremely valuable employee and someone we’re very happy to have around.
Stephanie Green, Receptionist
Stephanie joined our firm just recently and has done a great job learning about all of the things we do. Her primary functions include:
- Answering and routing phone calls and taking messages
- Accepting and scanning client paperwork
- Advising clients regarding documents needed for returns and the status of returns that are in progress
- Processing payments and maintaining the web portal accounts
Stephanie is quickly getting to know all of the clients we serve and has been a welcome addition to our team.
