Embrace the entrepreneurial spirit while providing accounting solutions to local small business owners and families through advisory and compliance services.
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 also serve as the primary tax advisor and high‑level controller for a manufacturing client group with approximately $50M in annual receipts. This engagement includes ongoing tax advisory, tax preparation and other compliance reporting, as well as strategic financial oversight. The combination of hands‑on operational insight and forward‑looking tax strategy allows me to 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.
