Our Team
Meet our expert team
Our diverse team of professionals brings a wealth of experience and expertise to every client engagement, ensuring comprehensive financial solutions tailored to the unique needs of Richardson businesses and individuals.
“As CEO, I believe that our success is rooted in our unwavering commitment to integrity and innovation. With a dedicated team, we strive to empower our clients by tailoring solutions that drives growth and ensures financial peace of mind. Together, we are not just a number; we’re partners in success.”
Poonam D Sandhu
Jagruti Shah
CA (CPA Equivalent), Senior Associate
krina doshi
CPA, CA
Matthew Reeves
Senior Associate Accountant
Jessica Arredondo
Staff Accountant
hiral shah
Staff Accountant
sheri proske
Office Manager
PEGGY VERRY
Payroll/Billing
satgur singh
Admin Support
brent sutcliffe
IT Support
our team
speaks
“As the office manager with over 40 years of experience in operations, I find great joy in collaborating with our clients. Building lasting relationships and helping them navigate their financial journeys is what drives me. Our commitment to excellence and personalized service ensures that each client feels valued and understood.”
TEJINDER SINGH,
“As the office manager with over 40 years of experience in operations, I find great joy in collaborating with our clients. Building lasting relationships and helping them navigate their financial journeys is what drives me. Our commitment to excellence and personalized service ensures that each client feels valued and understood.”