Our Mission

Embrace the entrepreneurial spirit while providing reliable accounting solutions to local small business owners and families through valuable advisory and compliance services.

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 don’t like talking about myself, but I love talking about numbers, taxes, and peoples’ goals. When you care about the outcome, it makes for a really strong collaborative workspace with clients.”

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.