Darlene Plumly is the owner of this full-service tax and business consulting firm serving the greater Houston area, utilizing more than 30 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 a 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,CEPA
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.
Kelly Kucharek, CPA
Kelly has 35 years of experience in public accounting, including both national and local firms. She has extensive experience in many areas of taxation, including tax compliance and consulting for individuals, estates, trusts, and closely held businesses in a variety of industries. Kelly enjoys working with multi-generational family groups, businesses, and other entities to help them achieve their goals.
Matthew L. Buchta, CPA
Jay Dingle, CPA, CGMA
Lan Ho, EA
Lan has 14 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.
Sarah Haisten, CPA
Sarah has 10 years of public accounting experience focusing on tax compliance for high net worth individuals and closely held companies. She enjoys working with entrepreneurs and small business owners on wealth management and business succession planning.
Dung Le, CPA
Le received his CPA license for Five years and has previous tax experience preparing individual and business returns on a federal, state, and local basis. Le is a QuickBooks ProAdvisor and is a great addition to our team.
Cindy's experience includes 12 years of administrative tax support and 26 years in various administrative support positions in a number of fields. She brings dedication and focus to this multi-tasking position.
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 our expertise.