Embrace the entrepreneurial spirit while providing a streamlined, secure, and efficient alternative to the traditional CPA firm experience.
About
Our Mission
Meet the Founder
Marcus Sanchez, CPA, has been serving clients in the DFW area since 2008. Mentored throughout his career by fellow trusted advisor CPAs, Rebecca Pennington and Karen Ford, he has established trust and long-lasting client relationships with local entrepreneurial families across multiple generations.
In his words, “I enjoy talking about numbers, taxes, and people’s goals. When you care about the outcome, it makes for a really strong collaborative workspace with clients.”
In addition to my work with individuals and small businesses, I serve as the primary tax advisor and high‑level controller for a mid-market manufacturing group with annual revenues between $20M and $50M. This engagement includes ongoing tax planning and advisory services, tax preparation and compliance reporting, and strategic financial oversight. By combining hands‑on operational insight with forward‑looking tax strategy, I bring a level of depth and practicality to all client relationships.
Marcus graduated Cum Laude from Abilene Christian University with a degree in Biology and Accounting. He attended graduate school at the University of Texas at Dallas with a focus on Taxation. He and his family enjoy traveling and now call Dallas home.
