Darlene Plumly is the owner of this full service tax and business consulting firm serving the greater Houston area, utilizing more than 25 years of experience, including four years with the Internal Revenue Service working as a Revenue Agent. We concentrate on providing service that is specific to each of our clients. It is important to us that we get to know and take real interest in the business and financial affairs of our clients. Our goal is to help our clients' companies improve their position so the business owners improve their personal financial positions.
Darlene Plumly, CPA
Principal
Darlene founded the firm in 2003 when she decided to leave her position as Principal at a regional firm in order to more closely serve family owned businesses and their owners. Darlene enjoys working with those owners to maximize their company's profits while minimizing their tax liability within the limits of our tax system.
Matthew L. Buchta, CPA
Senior Tax Manager
Matthew brings over 15 years of tax and consulting experience. He is involved in tax planning and compliance and has a proven record of bringing innovative and creative ideas and solutions to help clients meet both their tax and financial objectives.
Jay Dingle, CPA
Tax Manager
Jay has 27 years experience in tax preparation for individuals, businesses, trusts and estates. His broad range of experience includes strategic planning, business valuations, mergers and acquisitions, tax planning and assisting businesses with growth.
Lan Ho
Tax Senior
Lan has six years of public accounting experience in individual tax preparation as well as business, trust and not-for-profit entities. His experience also includes preparing quarterly and annual tax planning for business clients.
Sushma Rao
Tax Senior
Sushma has handled various accounting activities using her comprehensive knowledge of tax practices and procedures. Her experience in tax compliance guides small business owners in achieving both their personal and business financial goals.
Office Manager
Laurel's analytical skills and years of administrative management experience assist both our clients and our firm in her multifaceted position. Her commitment to excellence and customer care adds greater value to our services.
Our Staff
Our skilled accountants are trained to also be astute business advisors. They keep abreast of changing requirements of state and federal governments through continuing professional education programs. We review each individual's capabilities and skills regularly and select special seminars to enhance their expertise.