Our mission is to:

Protect, Maintain, Develop, and Increase our Clients’ Wealth through means of Tax Services, Bookkeeping, Consulting, and Financial Services.
Sim R. Portnoy
Financial Advisor
Raymond Saluga
Payroll & Benefit Admin
Carey Courtney
Tax Specialist
Tax Services Bookkeeping Services Retirement Health Insurance Payroll
About Our Group

Carey Courtney
Tax Specialist

Graduate from University of Texas at Dallas achieved a Bachelors Degree in Business Administration and Accounting.

Carey is a staff manager and served with the company since 2003.
 Her main experience and focus is in preparation of Individual and  Business tax returns. Carey is managing and assisting company staff on a daily base.
 
Professional advancement is focused on mastering the IRS tax code and obtaining a CPA designation.

Carey moved to Dallas in 2002 from Norman Oklahoma where she was born and raised.  She is a mother of a 4 years old daughter Alexandra and they live in Plano, Texas

Carey is a big fan of OU football team and her hobby’s and interests include outdoor activities, reading and spending time with her daughter.
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