Qualifications
EDUCATION
BS Accounting: East Texas A&M University (Formerly Texas A&M University – Commerce)
CERTIFICATIONS
Certified Public Accountant, Texas
PROFESSIONAL ASSOCIATIONS
American Institute of Certified Public Accountants
Texas Society of Certified Public Accountants
MARKETS OF EXPERTISE
Affluent Families & Individuals, Corporate Executives, Family Offices, and Entrepreneurs
SERVICE AREAS OF FOCUS
Tax Compliance, Strategic Tax Planning, Business Advisory Services & Compliance
Background
With over 20 years of public practice experience, Korey D. Green has developed exceptional tax planning strategies. His attention to interpersonal relationships has earned a loyal client base. He is proficient in creating customized tax strategies for affluent individuals and families, executives, and closely held business owners. Korey also provides his clients with expertise in retirement planning and business advisory services.
Korey’s philanthropic pursuits include serving on non-profit boards in the Dallas area and taking on a mentorship role for the Big Brothers Big Sisters organization. Korey earned a bachelor’s
degree in accounting from Texas A&M University-Commerce and is a Certified Public Accountant in the state of Texas.