This Laredo, TX tax and accounting profile is supported by public source text describing a practice focused on tax planning and compliance, accounting, bookkeeping, advisory, assurance, and litigation support services. The supplied facts identify CPA-related services and a service mix that includes tax services, accounting services, bookkeeping, and CPA accounting advisory.

The source material describes work with closely held businesses and large family groups, with listed industries including farm and ranch, oil and gas and energy, professional services, real estate and construction, restaurants, and personal and family office clients. It also references experience dating to 1982 and services such as mergers and acquisitions support, forensics, valuation, and litigation support.