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Tax Partner with Karlins & Ramey, LLC
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a licensed CPA firm and is a licensed CPA in the state of Texas. |
Professional Experience:
Tax expertise in the following areas:
Partnership Taxation
Corporate Taxation
Individual Taxation
Business State Taxation
Technical Experience:
Quickbooks
RIA & CCH Federal and State
Adobe
Excel
Word
Peachtree
ProFx Tax, Engagement
Background:
B.B.A. in Accounting, Stephen F. Austin University, Nacogdoches, TX, 2002
Master in Professional Accounting, Stephen F. Austin University, Nacogdoches, TX, 2002
Gainer, Donnelly & Desroches, LLP 2002-2007
Joined firm in 2007
Active and Prior Professional Memberships:
American Institute of Certified Public Accountants
Texas Society of Certified Public Accountants
Houston Chapter American Institute of Certified Public Accountants
Montgomery County Better Business Bureau Board Member
Awards:
2010 Five Star Wealth Manager
2011 Five Star Wealth Manager
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Areas of Focus
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Five Star Professional, as a third-party research firm, administered a survey, by mail and phone, to 1 in 4 high-net-worth households (over 136,500 consumers) and registered financial services representatives (over 10,000 financial services professionals) to evaluate the approximately 2,500 wealth managers in the Houston Region (includes Austin, Brazoria, Calhoun, Chambers, Colorado, Ft. Bend, Galveston, Grimes, Harris, Jackson, Liberty, Matagorda, Montgomery, Polk, San Jacinto, Trinity, Walker, Waller, Washington, and Wharton counties in the state of Texas). The evaluation was based on nine criteria, including customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post sale service, quality of recommendations, and overall satisfaction. After review by a panel of local industry experts and a review of regulatory history, Five Star Professional determined the final list of 2011 Five Star Wealth Managers scoring highest in overall satisfaction and representing less than 7% of the wealth managers in the Houston Region.
• Five Star Wealth Managers do not pay a fee to be included in the research or the final list of Five Star Wealth Managers.
• Only wealth managers with more than five years of experience in the financial services industry are considered.
• The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client's experience.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Texas Monthly (Houston Region).
• Please keep in mind that working with a Five Star Wealth Manager is no guarantee as to the future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future. For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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