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.
As a small business starting up in 2008, going through the recession of 2009 and finally out of the other side in 2010, we’ve seen a lot of changes and faced many challenges in a short amount of time. One constant through all of this has been the steady and dependable services of our accountant, Natalie Kubik. As a business partner and as a trusted advisor, Natalie’s sound guidance and accounting stewardship has been invaluable for our company as we’ve transitioned from inception to development and now towards growth and expansion. I am pleased to share my experiences with Natalie as our accountant, and will gladly offer for her my highest recommendations to anyone that would ask for them.
Natalie is a person who is great with numbers and a “people person” too. I first hired her for my personal tax return. Then, when I started my consulting business, she was very helpful in guiding me through all the things I needed to set up my business accounting processes. I value her as a tax accountant and as a consultant/advisor for my business. She makes the financial side of my business easy for me to manage so I can focus more on my core business.
Surrounding myself with talented, highly-skilled professionals is crucial to my growth as an entrepreneur. Natalie has proven to be a tremendous asset to our firm’s continued success. Not only has she recommended sound strategies to minimize our tax liabilities. Natalie has continually provided us with valuable advice, concerning various aspects of our operation. I consider Natalie a Trusted Advisor. In addition to Natalie’s expert guidance, I choose to engage her because of her relationship-based business model. She is very thorough and responsive to my calls and emails.