Five Star award winner Christina Ramser, CPA

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Dallas/Fort Worth Five Star award winner
                
                    Big Firm Capability. Small Firm Personality.
                                
Smallwood & Associates, PLLC (formerly Dan Lee Smallwood, CPA) was founded in 1976 and is a full-service accounting firm proudly serving business and individual clients across the country while placing an emphasis on working proactivity with its clients on tax mitigation strategies. With almost 30 employees across its two locations in Colleyville, Texas and Plano, Texas, the firm provides its clients all the capabilities of a larger public accounting firm, but with a small-firm personality.

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        *Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
    
                    The investment professional award goes to estate planning attorneys, insurance agents and select others in the financial industry. Eligibility Criteria – Required: 1. Credentialed with appropriate state or industry licensures. 2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years. 3. Favorable regulatory and complaint history review. 4. Accepting new clients. Evaluation Criteria – Considered: 5. One-year client retention rate. 6. Five-year client retention rate. 7. Number of client households served. 8. Recent personal production and performance (industry specific criteria).9. Education and professional designations/ industry and board certifications. 10. Pro Bono and community service work. This year, we honored 8 Dallas/Fort Worth-region investment professionals with the Five Star Investment Professional award.