About Us

Our Founder

Phil Stephenson, CPA

Our Founder, Phil Stephenson is a retired Certified Public Accountant with a BBA from Texas Tech University. Phil has over forty years of experience in public accounting.

State Representative

Phil represented the 85th District in the Texas House of Representatives.

Our Leadership

Scott Stephenson, CPA

Partner

Julie Pfeil, CPA

Partner

Associations & Memberships

We are excited to be a part of our community not only by impacting our clients, but to support our local organizations as well.

Our Vision

It’s an honor to be part of our client’s lives. We strive to continue to thrive and be one of the best Accounting Firms in all of Texas.

Our Mission

1 Peter 4:10 “Each of you should use whatever gift you have received to serve others, as faithful stewards of God’s grace in its various forms.” We will provide the best service for our clients and have a positive impact on the lives of our team.

Core Values

We hold every client valuable, no matter what the fee. We know the importance of client retention and professionalism.

Our Team

Sharon Lindberg
Tax Accountant & Bookkeeper
Amanda Leopold
Tax Accountant
Lana Kurz
Tax Accountant | Management
Bailey Bock
Bookkeeper
Sally Huggins
Bookkeeper
Jessica Boerger
Bookkeeper
Amanda Barker
Tax Accountant
Veronica Rodriguez
Administration
Linda Skow
Administrative Assistant, Bookkeeper
Colleen Forasiepi
Receptionist

FAQS

We need your prior-year tax return for our initial tax planning meeting.

It is helpful to receive the most recent financial statements, payroll tax filings, and access to your general ledger.

In most cases, banks or regulatory authorities are the impetus behind an audit or review requirement.

Don’t panic – we can help address any IRS letters you receive for your business or personal return.

It depends! We commonly set up LLCs, S-Corps, Partnerships, and Corporations for our clients. Please contact one of our tax advisors to assist with this question.

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