About Us

What we do

We provide business support that can save you time and money with our Tax Advisory and Consulting Advisory Services.

Accounting Services

Client Accounting Services

Client Accounting Services is process of looking inward at your operations and devising long term strategies in the company that will increase efficiency which leads to success. We offer a monthly or weekly recurring engagement.  
 
Goals:
-Increase Revenue
-Increase Profit
-Increase Business Value
-Save Money on Taxes
-File Tax Returns

TAX ADVISORY SERVICES

Our team will assess your tax position and develop strategies to minimize your local, state, and federal taxes. It is our job to give you peace of mind by providing monthly or quarterly consulting so you can pay the least amount of tax possible. We offer a Quarterly or monthly recurring engagement.  
 
Goals:
Save Money on Taxes
File Tax Reurns

SMALL BUSINESS ADVISORY

Whether you are a start up or have been in business for years, we are here to help you!

TAX PREPARATION

Our team will assess your tax position and develop strategies to minimize your local, state, and federal taxes. It is our job to give you peace of mind.

ACCOUNTING AND BOOKKEEPING

We offer Small Business Accounting and Bookkeeping including Financial Statement preparation and QuickBooks consulting.

Meet the Professionals

David Plemons, CPA

President

David was born and raised in Texas. In 1981, he received his BBA in Accounting from Baylor University and was licensed as a Certified Public Accountant in 1983. In 1996, David earned his MBA in Purchasing and Contract Management from the University of Dallas. His early career experience includes field auditing for a Big 8 accounting firm, management positions with Defense Contractors and was the CFO of a medical electronics company.

Rita McDaniel

Operations Manager

Rita was born in Alaska and spent her early and middle childhood years in both Alaska and Hawaii. Before graduating from High School, she was selected for internships with Alaska State Senator Carl Moses, and in Washington D.C. for United States Senator Ted Stevens of Alaska. She attended the University of Alaska- Anchorage. She is a small business owner and a certified QuickBooks ProAdvisor and has a Cornell University Certificate of Accounting. Rita has been instrumental in building the client base, as well as the firms processes, policies and procedures. Away from the office, Rita is a sports enthusiast who loves bicycling, zip lining, and playing volleyball. She enjoys music, painting, movies and most of all, spending time with her family and friends.
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We can help YOU too

“You all hit a “homerun” with this presentation. People are still letting us know how well you all presented. They thought it was great because you guided a discussion and did not just read slides to them! Special thanks to you and Rita for always being there for me in my endeavors!

Our MBDA team has expressed gratitude that we were able to do this webinar! Forever grateful and indebted to you, my friend!”

Halbert Brown, DBA(c), MBA, Project Manager

Minority Business Development Center / COVID -19 Business Resilience Center

Ready to Start?