Finch CPA Firm, PLLC Information

We work with engineers, construction, retail and other Houston companies with up to $20 Million in sales, typically saving $20 - $100K in annual taxes with innovative tax and EXIT strategies. Most recently, we used specialized strategies to save $1.2 million in taxes for the owners, while shifting ownership to the next generation tax-free and putting almost $3 million aside for their retirement. Our clients leverage my ability to come up with creative solutions to help them save taxes and proactively tax plan, to determine their optimal structures for tax savings and exit strategies. Sandra has over 30 years of experience in accounting and tax. She was one of the few people to pass the CPA exam before completing a college degree, has been published in The Practical Accountant Magazine, and been a national tax speaker and instructor for CPA's since 1990. She has been in practice in the Houston area since 1989, helping business clients get better control over their costs and providing proactive tax planning strategies. Also a Certified Financial Planner, Sandra helps couples, especially mom-and-pop business owners to set and maintain goals for retirement and legacy. She is a regular contributor to The Price of Business Radio Show. Specialties: Individual and Business Tax and Accounting for Family-Owned Businesses, especially Multi-Entity, Trusts and Estates, Entity Choice and Structure, , Owner-optimized Compensation & Retirement Plans, QuickBooks, IRS Representation, Speaking on Tax Matters www.finchcpafirm.com sandra@finchcpafirm.com 281-379-1040