Partner
CurrentAs a partner at Mohle Adams, I work with clients throughout the year, providing guidance on assurance, consulting, and tax compliance matters, especially recent developments that are critical to their operations. My client service areas include:- Assurance services ( Audits, reviews and compilations)- Agreed Upon Procedures for Trust Companies for compliance with Texas Department of Banking requirements- Surprise examination for compliance with Rule 206 (4)-2 of Investment Advisers Act of 1940 - Service Organization Control (SOC 1) audits- Strategic and tactical planning- Risk analysis- Tax planning and return preparation- Merger and acquisition support/ due diligence