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Staff
AUDIT / TAX:
Kathy Jackson, CPA
Senior Audit Manager
Graduate of Centenary College of Louisiana with a Bachelor of Science in accounting. Joined firm in 1994 after 1-1/2 years experience with Spicer and Oppenheim, Dallas and 3-1/2 years experience with Arthur Andersen, Dallas. Active in firm's audit, consulting, and tax services for independent and cooperative telcos and nonregulated subsidiaries, with special emphasis on record retention.
Kathy Norwood, CPA
Senior Audit Manager
Graduate of Stephen F. Austin State University with Bachelor of Business Administration in accounting. Joined firm in 1995 after 2 years experience as an auditor for the Texas Alcoholic Beverage Commission. Active in firm's audit, consulting and tax services for independent and cooperative telcos and nonregulated subsidiaries, as well as labor law consultation. Provides various write-up and tax services. Special projects include HUB reporting and inventory controls.
Connie Wilson, CPA
Accounting Manager
Graduate of North Texas State University with Bachelor of Business Administration in accounting and holds a Master of Business Administration in accounting. Joined firm in 2000 after 16 years in public accounting and 4‑1/2 years in private industry. Active in firm’s tax and accounting services.
Keith Pfeffer, CPA
Senior Tax Manager
Graduate of Texas A&M University with Bachelor of Business Administration in accounting. Joined firm in 1998. Active in firm's audit, consulting, and tax services.
Tessa Filippazzo, CPA
Audit Manager
Graduate of University of Texas at Tyler with Bachelor of Business Administration in accounting. Joined firm in 2000. Active in firm's audit, consultling, and tax services.
Lori Hart, CPA
Certified Quickbooks ProAdvisor
Graduate of Oklahoma State University with Bachelor of Business Administration in accounting. Joined firm in 2004. Active in firm's audit, consulting, and tax services.
Quickbooks ProAdvisor since 2005.
Kristin Hildebrand, CPA
Graduate of Louisana Tech University with a Bachelor of Science in accounting and holds a Masters of Professional Accountancy. Joined firm in 2005. Active in firm's audit, consulting, and tax services.
Ben Cammack, CPA
Graduate of Oral Roberts University with a Bachelor of Science in accounting and holds a Master of Business Administration. Joined firm in 2007 after 3 years experience with Ernst and Young, LLP. Active in firm's audit, consulting, and tax services.
Rachel Day, CPA
Graduate of Southern Methodist University with a Bachelor of Business Administration in Accounting, Bachelors of Arts in Spanish, and holds a Masters of Science in Accounting. Joined firm in 2008. Active in firm's audit, consulting, and tax services.
Brinn Serbanic, CPA
Graduate of Baylor University with a Bachelor of Business Administration in Accounting and a Master of Taxation. Joined firm in 2009. Active in firm's tax services, accounting and other business consulting services.
Jared Patterson
Graduate of Stephen F. Austin State University with Bachelor of Business Administration in accounting and holds a Master of Professional Accountancy. Joined firm in 2005. Active in firm's audit, consulting, and tax services.
CLIENT SERVICES:
Mary Ochoa
Client Services Manager
Certified Quickbooks ProAdvisor
Joined firm in 1995 Bookkeeping Staff Performing primarily write-up and tax services. Provides on-site software assistance for Quickbooks and Creative Solutions. Quickbooks ProAdvisor since 2007.
Christy Smith
Joined firm in 2009. Bookkeeping staff performing primarliy write-up and tax services.
NETWORK ADMINISTRATOR:
Todd McElmurry
Network Administrator
Graduate of Texas State Technical College, Marshall with Associate Degree in Computer Networking. Duties include maintaining company network as well asinstallation, maintenance, and support for client networks.
SUPPORT STAFF:
DeboraRemy
Administrative Assistant
Performs administrative duties to all shareholders, handles firm's bookkeeping and payroll functions as well as human resource functions. Oversees tax related issues such as extensions and filing procedures.
Nancye Alston
Accounting & Audit Assistant
Provides assistance relative to audit procedures, valuation services, regulatory filings and accounting services. Oversees all audit-related processing. Provides payroll processing for clients as needed.
Carol Caldwell
Administrative Assistant
Performs secretarial duties, customer billing, accounts payable, processing of tax returns and assist clients as needed.
Tara Lawyer
Administrative Assistant
Performs secretarial duties, assists in data entry, provides write-up services, processing of tax returns and assist clients as needed.
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