Natalie manages a vast client portfolio at her tax consulting practice
She draws on more than twenty years of experience in small business accounting. Her practice specializes in tax return preparation, tax planning and education for individuals and small businesses. She serves a broad client base with a focus on service industries, such as consultants, attorneys and physicians.
Natalie holds a Master’s degree in Accounting and a Bachelor’s in Business Administration. She completed both degrees as part of the Professional Program in Accounting, Financial Management, and Information Systems, Group VIII at Texas A&M University. Earlier in her career, Natalie worked as an audit manager at UHY Advisors. Her unique background with audit and tax is an asset to clients.
Natalie enjoys spending time with her family and volunteering. She founded P.M. Pals, a program that serves families of children with special needs. Natalie is an expert in the adoption tax credit and supports the DePelchin Children’s Center by teaching an annual class for those who are in the adoption process.
Before I even started my company, Natalie willingly met with me to guide me through my expectations for tax laws and preparedness. During this process, I felt as though Natalie served as my in-house tax advisor. She was always available to answer my questions and educate me on procedures and processes. Her guidance helped me proactively prepare for my business expenses. My communications firm has had a great start and Natalie has played an instrumental role in its success.