Penny Morgan is an Enrolled Agent, licensed to practice before the IRS, and specializing in helping her clients to get the best legal deductions on their tax returns. Penny is also an NTPI FELLOW, specializing in Representation before the IRS. She is a member of National Association of Enrolled Agents (NAEA) and Texas Society of Enrolled Agents (TxSEA).
North Richland Hills Office
Jay is a tax professional with specialized training and experience in tax reduction that helps clients retain their wealth. Jay has an MBA from the University of North Texas and a bachelor’s degree from Baylor University. Jay is an Enrolled Agent and is federally licensed in all fifty states to represent taxpayers before the IRS. Jay is also a Certified Tax Master™ which provides training for tax professionals to help taxpayers reduce their personal income taxes to the minimum amount allowable by law, utilizing the full power of the IRS tax code in a moral and ethical manner.
Sean is our business specialist assisting clients in the management of their business. He often acts as a virtual CFO for many of our clients allowing them to focus on their core business. Sean is a graduate of the University of Texas at Arlington. He holds a bachelor’s degree in Management Information Systems. His employment history includes companies such as: Shimadzu, TPG Capital and HCVT. Sean has multiple years working in business, accounting and information technology.
Thao is an Enrolled Agent, CPA and a Certified Internal Auditor (CIA). In addition to being a tax professional, Thao worked as an auditor for several years. She has developed a wide breadth of knowledge, experience and a deep understanding of multiple industries and businesses. Thao provides a lot of expertise and thought to each case.
Christine is an Enrolled Agent with experience in taxes and also specializes in IRS problem resolution. Christine has represented many of our clients and has helped win beneficial settlements. She is very detailed and organized and prepares tax returns with a focus on taking every legal deduction and credit beneficial to the client.
Carole cares deeply about her work and clients and has held an Enrolled Agent designation for over 30 years. She also has the National Tax Practice Institute Fellow credential. Carole is semi-retired.
Sharon is our office manager who maintains our scheduling and is often the first point of contact with our clients. She handles the day to day operations and helps our office run smoothly. She has a servant’s heart and will take the time to assist each person she comes in contact with.
Belinda holds a degree in accounting and has multiple years of experience working in the private sector. She recently joined our team to handle special projects and has offered great insights since joining. We are delighted to have her on the team.
Jordan adds youth and energy to the staff. He is a graduate of UT Arlington and is working on gaining valuable experience in the tax consulting profession. He has worked behind the scenes for the past several years while working towards a degree.