Proactive Tax Planning
Every decision you make directly and indirectly impacts your personal and business tax burden. Tax planning should be a proactive process that factors in your estate, investments, retirement, and business activities. If you are experiencing tax concerns that keep you up at night, we can alleviate your worries by developing a plan customized to your circumstances. Once a plan is in place, we will meet with you regularly throughout the year to assure your objectives are met.
Our objective in tax planning is to keep your liability down as much as possible while maximizing your cash flow so that your financial goals are achieved. We will communicate with you throughout the year, not just during busy season, to insure we develop a plan that benefits you the most.
“The decision to move our nine companies’ complete accounting finance and tax services to Saville, Dodgen & Company was not made lightly. The complications and interconnections of our entities with varying ownership structures had always proven difficult for our prior CPA firms. But since our decision two years ago was made and executed - it has been everything we needed. Not only did we get the clarity, timely reporting needed for operations, and the attention to detail we require for our service companies and ministries...we finally obtained something elusive to our ownership model for many years: peace. The personal attention, knowledge of all the moving parts in our world, succinct communication, and working relationships we enjoy with Korey and his team makes us feel right at home, like family. This allows us to focus on the critical results we need in our fast- paced businesses.”
A few of our services include:
- Cost Segregation
- Exempt Organizations
- Federal and State Tax Planning Preparation
- Mergers, Acquisitions and Reorganizations
- Multi-State and Local Tax Planning
- Pensions and Employee Benefit Plans
- International
- Individual
- Corporate
- Not-For-Profits
- Trusts and Estates
MANAGERS
Tax Manager
Adam Cain
Qualifications
EDUCATION
Bachelors of Science in Accounting - University of Texas at Dallas
Masters of Science in Accounting - University of Texas at Dallas
CERTIFICATIONS
Certified Public Accountant, Texas
MARKETS OF EXPERTISE
Energy, Gift and Estate, Non-Profit Organizations, Affluent Families and Individuals
SERVICE AREAS OF FOCUS
Tax Compliance, Tax Planning & Advisory, Business Advisory Services & Compliance
Background
Adam began his public accounting career at Saville in 2021. His areas of focus include energy, non-profit organizations, and gift and estate. He also has experience working with affluent individuals and families, allowing him to provide practical, well-rounded tax advisory and compliance services across a variety of industries.
Outside of work, Adam enjoys watching movies, reading, playing/listening to music, and spending time with his wife and kids.
Tax Manager
Adam Chambers
Qualifications
EDUCATION
BBA Accounting · Abilene Christian University
Master of Accountancy · Abilene Christian
CERTIFICATIONS
Certified Public Accountant, Texas
PROFESSIONAL ASSOCIATIONS
American Institute of Certified Public Accountants
Texas Society of Certified Public Accountants
MARKETS OF EXPERTISE
Real Estate, Estates & Trusts
SERVICE AREAS OF FOCUS
Tax Compliance, Tax Planning & Advisory, Business Advisory Services & Compliance
Background
Adam began his career with Saville in 2019 prior to graduation from Abilene Christian University in 2020 and has extensive experience providing tax compliance and advisory services for clients. His expertise centers on the real estate industry, estates & trusts, and tax planning/research to provide assistance to clients.
Adam lives in Godley, Texas and does not expect anyone to know where that is. He enjoys spending time with his lovely wife Marlee and their three beautiful daughters who keep them very busy and on their toes. They also enjoy spending time boating on Lake Granbury with family and friends or going on walks with neighbors.
Tax Manager
Adam Nelson
Qualifications
EDUCATION
Bachelor of Business Administration in Accounting: Texas Tech University
Master of Science in Accounting: Texas Tech University
CERTIFICATIONS
Certified Public Accountant, Texas
MARKETS OF EXPERTISE
Affluent Families & Individuals, Oil & Gas Taxation, Real Estate
SERVICE AREAS OF FOCUS
Tax Compliance, Tax Planning & Advisory, Business Advisory Services & Compliance
Background
Adam started his career at Saville in 2020 after graduating from Texas Tech University and has gained a wealth of experience in tax planning and advisory for affluent families and individuals. His main areas of focus include oil and gas taxation, commercial and residential real estate, and investment partnerships. Adam works with clients not only to ensure compliance with federal and state tax laws, but to plan and execute comprehensive tax planning strategies.
Outside of work, Adam enjoys golfing, cheering on the Red Raiders and DFW sports teams, and spending time with his wife and family.
Tax Senior Manager
Alex Liu
Qualifications
EDUCATION
BBA Accounting – University of Texas at Austin
MS Accounting - University of Texas at Austin
CERTIFICATIONS
Certified Public Accountant, Texas
PROFESSIONAL ASSOCIATIONS
American Institute of Certified Public Accountants
MARKETS OF EXPERTISE
Professional Services, Energy, Real Estate, Private Client Service
SERVICE AREAS OF FOCUS
Tax Compliance, Tax Planning & Advisory, Business Advisory Services
Background
Alex graduated from The University of Texas at Austin in May 2018 and started his career with Saville in January 2022. He has experiences in variety of industries including professional service providers, real estate, energy, and high net worth individuals.
When Alex isn’t working on tax returns, he is always outdoor and being active. He enjoys meeting new people and socializing through his involvement in “competitive” volleyball and football in Austin, TX. He also enjoys spending his time hiking, fishing, and biking around Lady Bird Lake and other nature trails Austin has to offer.
Tax Senior Manager
Alexandra Lister
Qualifications
EDUCATION
BS Accounting - University of Texas at Dallas
CERTIFICATIONS
Certified Public Accountant, Texas
MARKETS OF EXPERTISE
Professional Services, Healthcare, Gift and Estate
SERVICE AREAS OF FOCUS
Business Advisory Services & Compliance, Tax Compliance, Tax Planning and Advisory
Background
Ali graduated from the University of Texas at Dallas and began her career at Saville in 2019. Ali's experience concentrates on various areas within the professional services niche, focusing on compliance related to business acquisitions and formations within the healthcare field. Her expertise also includes tax planning for her clients.
Ali lives in North Dallas with her two pets and enjoys spending her free time learning a new recipe, practicing yoga, or spending time with friends and family.
Tax Senior Manager
Andrew P. Bender
Qualifications
EDUCATION
BBA Accounting – Texas A&M University
MS Financial Management – Texas A&M University
CERTIFICATIONS
Certified Public Accountant, Texas
PROFESSIONAL ASSOCIATIONS
American Institute of Certified Public Accountants
Texas Society of Certified Public Accountants
MARKETS OF EXPERTISE
Professional Services, Affluent Families and Individuals, Real Estate, Cryptocurrency & Digital Asset Taxation
SERVICE AREAS OF FOCUS
Tax Compliance, Tax Planning and Advisory, Business Advisory Services & Compliance
Background
Since joining Saville CPAs & Advisors in June 2019, Andrew has provided tax and advisory services to professional service entities and affluent families. His primary focus is on professional service entities, investment partnerships, and helping businesses and affluent individuals create and implement efficient tax strategies. Andrew's experience and knowledge of tax planning and entity structure allow him to advise clients in a variety of consulting areas, including cryptocurrency taxation and digital assets.
In his free time, Andrew enjoys traveling, spending time with his wife, and playing volleyball and pickleball.
Tax Manager
Annette Bitting
Qualifications
EDUCATION
BS Accounting – Texas Tech University
MS Taxation – Texas Tech University
CERTIFICATIONS
Certified Public Accountant, Texas
PROFESSIONAL ASSOCIATIONS
American Institute of Certified Public Accountants
Texas Society of Certified Public Accountants
MARKETS OF EXPERTISE
High Net-Worth Individuals, Non-Profit Organizations, Professional Services and Real Estate
SERVICE AREAS OF FOCUS
Tax Compliance, Tax Planning & Advisory, Business Advisory Services & Compliance
Background
Annette joined Saville in 2018 and has over 17 years of experience providing tax compliance and advisory services. She has experience in a variety of areas including high net-worth individuals, closely held businesses, professional services, and non-profit organizations.
Annette lives in Lake Highlands with her husband Marcus. They have two young children, Hazel and Teddy, and a dog named Callie. Annette enjoys spending time with her family, dining out in Dallas, and traveling. She is also involved in her local PTA and volunteers with the Children’s Ministry at Munger Place Church. As a proud Texas Tech alum, Annette has enjoyed active involvement in the Tech Alumni Association throughout the years.
Tax Manager
Brandon Horne
Qualifications
EDUCATION
Bachelor of Science in Business Administration: Southern Methodist University
Master of Science in Accounting: Southern Methodist University
CERTIFICATIONS
Certified Public Accountant, Texas
PROFESSIONAL ASSOCIATIONS
American Institute of Certified Public Accountants
MARKETS OF EXPERTISE
Professional Services (Legal Firms, Healthcare Groups, Financial Firms, and Entrepreneurs), Affluent Families and Individuals
SERVICE AREAS OF FOCUS
Tax Planning & Advisory, Tax Compliance, Business Advisory Services & Compliance
Background
Brandon joined Saville in 2021 after completing three years of experience at a large public accounting firm. During this time, he has developed expertise in providing clients with tax/business compliance and advisory services. His targeted experience areas include affluent families and individuals, closely held businesses, and professional services. Brandon enjoys problem-solving and building relationships with his clients.
Brandon and his wife reside in east Dallas with their dog, Winnie. They enjoy travelling, spending time with their friends and family, and attending sporting events and concerts. Brandon is a proud graduate of SMU and is happy to be in Dallas, where he can regularly attend their football and basketball games.
Tax Senior Manager
Brandon Horton
Qualifications
EDUCATION
Bachelor of Science in Accounting Louisiana State University - Shreveport
CERTIFICATIONS
CPA, CVA (Certified Valuation Analyst)
PROFESSIONAL ASSOCIATIONS
AICPA, LCPA (Society of Louisiana Certified Public Accountants), NACVA (National Association of Certified Valuators and Analysts)
MARKETS OF EXPERTISE
Finance, Healthcare, Affluent Families and Individuals, Insurance, Not-for-Profit, Oil & Gas, Real Estate, Retail and Transportation
SERVICE AREAS OF FOCUS
Tax Compliance and Planning
Background
Brandon Horton, CPA, is a Tax Manager specializing in individual, business, nonprofit, and fiduciary tax, as well as high net worth planning and consulting. Previously a Tax Partner at a Louisiana firm, he has been an essential partner across various industries, including energy, healthcare, affluent families and individuals, and real estate. Brandon has significant experience in merger and acquisition engagements, having worked on enterprise sales exceeding $100 million in roles that included tax structuring and valuation.
In 2018, the Shreveport Chamber of Commerce nominated him for the 40 Under 40 award, recognizing his professional achievements and community service. He has served on the Louisiana Advisory Council on Mental Health, advising the Louisiana Department of Health and Hospitals on allocating federal resources for mental health programs. His commitment to community impact extends to nonprofit organizations such as The Council on Alcoholism, Samaritan Counseling Center, and Rotary International, where he has focused on initiatives to address permanent housing needs for people experiencing homelessness.
Brandon enjoys coaching youth boxing in the Dallas area in his free time and loves hiking and traveling with his wife and their daughter.
Tax Manager
Brooke Goldsmith
Qualifications
EDUCATION
BS Economics • Duke University
MS Accounting • University of Texas at Dallas
CERTIFICATIONS
Certified Public Accountant, Texas
PROFESSIONAL ASSOCIATIONS
American Institute of Certified Public Accountants, Texas Society of Certified Public Accountants
MARKETS OF EXPERTISE
Professional Services
SERVICE AREAS OF FOCUS
Tax Compliance, Business Advisory Services & Compliance
Background
Before joining Saville in 2017, Brooke served as the assistant controller and firm administrator of small to mid-size law firms. Her experience and specific knowledge of law firm back-office accounting, enables Brooke to help professional service clients understand their financial health and walk through the tax preparation process with ease.
Brooke enjoys spending time with her husband, Kevin, and four children, Ellie, Nolan, Lena, and Henry. She also volunteers with the Children’s Ministry at Manchaca Baptist Church.
Tax Senior Manager
Cameron Small
Qualifications
EDUCATION
BBA Accounting – Texas A&M University
MS Accounting – Texas A&M University
CERTIFICATIONS
Certified Public Accountant, Texas
PROFESSIONAL ASSOCIATIONS
American Institute of Certified Public Accountants
Texas Society of Certified Public Accountants
MARKETS OF EXPERTISE
Energy, Professional Services, Non-Profit Organizations, High Net-Worth Individuals
SERVICE AREAS OF FOCUS
Tax Compliance, Tax Planning & Advisory, Business Advisory Services & Compliance
Background
Cameron started his public accounting career at Saville CPAs & Advisors in June 2020. Cameron’s main areas of focus are the Energy and Professional Service Industries. Cameron serves his clients by not only helping them comply with federal and state tax obligations, but also with a range of tax planning and consulting needs. Cameron also has experience with entity structuring, mergers and acquisitions, and multi-state entities.
In his free time Cameron enjoys reading, playing pickleball and rooting for A&M sports.
Tax Senior Manager
Caroline Dace
Qualifications
EDUCATION
B.A. in Accounting – University of Mississippi (Ole Miss)
Master’s in Accounting - University of Mississippi (Ole Miss)
CERTIFICATIONS
Certified Public Accountant, Texas
PROFESSIONAL ASSOCIATIONS
TXCPA, AICPA
MARKETS OF EXPERTISE
Affluent Families and Individuals, Real Estate
SERVICE AREAS OF FOCUS
Tax Compliance, Tax Planning & Advisory, Business Advisory Services & Compliance
Background
Caroline primarily focuses on affluent families and individuals, as well as a variety of industries including real estate, construction, professional services, energy, and others. She started her career at PwC in the audit department, where she worked on several fortune 500 public company audits. Caroline enjoyed the learning experience, but knew that tax is where she ultimately wanted to focus. Caroline joined the tax department at Saville in January 2018 and has not looked back. Caroline’s experience with a variety of industries allows her to advise clients in a number of consulting areas with expertise and care.
Caroline and her family live in Fort Worth. When not working, her hobbies include spending time with her husband and young children, getting together with friends and family, spending time outside, and cheering on the TCU frogs.
Tax Manager
Celeste Grande
Qualifications
EDUCATION
Bachelor of Science in Accounting- College of Staten Island
Bachelor of Science in Finance- College of Staten Island
CERTIFICATIONS
Certified Public Accountant, New York
Certified Public Accountant, Florida
PROFESSIONAL ASSOCIATIONS
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
MARKETS OF EXPERTISE
Entrepreneurs and Affluent Families & Individuals, Professional Services
SERVICE AREAS OF FOCUS
Tax Compliance, Tax Planning & Advisory, Business Advisory Services & Compliance
Background
Celeste has over 20 years of diversified tax experience in both public and private industries, specializing in closely held corporations and affluent entrepreneurs. Her expertise in tax compliance and advisory services complements her ability to strategically deliver effective outcomes that support clients’ goals. She prides herself on building long-lasting client relationships by taking the time to understand their needs and objectives and developing tailored plans of action to support them.
Outside of work, Celeste enjoys spending time with her husband and two children, catching up with friends, reading, and cheering on her kids at their various extracurricular activities.
Tax Manager
Jessica Huffman
Qualifications
EDUCATION
Bachelor of Arts in Kinesiology: The University of Texas at Arlington
Master of Science in Accounting: Texas A&M- Commerce
CERTIFICATIONS
Enrolled Agent
PROFESSIONAL ASSOCIATIONS
Texas Society of Enrolled Agents
MARKETS OF EXPERTISE
Affluent Families and Individuals
SERVICE AREAS OF FOCUS
Tax Compliance
Background
Jessica began her accounting career at Saville in 2016. Her targeted experience is with Affluent Families and Individuals.
When she's not working, she enjoys coaching for her girls' youth sports team, traveling, and reading.
Tax Senior Manager
John Barrett
Qualifications
EDUCATION
BBA Accounting – Texas A&M University
MS Entrepreneurial Leadership – Texas A&M University
CERTIFICATIONS
Certified Public Accountant, Texas (CPA)
PROFESSIONAL ASSOCIATIONS
American Institute of Certified Public Accountants (AICPA), European American Chamber of Commerce (EACC)
MARKETS OF EXPERTISE
International Tax Advisory & Compliance, Affluent Families and Individuals, Real Estate
SERVICE AREAS OF FOCUS
Tax Compliance, Tax Planning & Advisory, Business Advisory Services & Compliance
Background
John began his public accounting career at Saville in June 2019. He primarily focuses on assisting multinational companies, investors, and wealthy families to optimize and comply with their United States tax obligations. As a part of Saville’s Global Advisory group, John advises US companies and individuals on their cross-border transactions and advises international clients entering the US market.
Through Saville’s membership in the European American Chamber of Commerce (EACC), John takes an active role in helping to promote and stimulate transatlantic business development between Europe and the United States. John also sits on the board of ChristLife Ministries, a non-profit that assists people in living the life Christ has called them to. In his free time, John enjoys playing sports, cooking, traveling, spending time in Budapest (his home away from home), and seeing his family and friends.
Tax Senior Manager
Julee Singh
Qualifications
EDUCATION
BS Accounting, Missouri Southern State University, Joplin, MO
CERTIFICATIONS
Certified Public Accountant – Texas
Certified Public Accountant - Kentucky
PROFESSIONAL ASSOCIATIONS
American Institute of Certified Public Accountants
MARKETS OF EXPERTISE
Real Estate; Private Client Services (Affluent family units)
SERVICE AREAS OF FOCUS
Domestic Tax Compliance, Planning & Advisory
Background
Julee has over 10 years of public accounting experience. Her time has been spent servicing affluent families & individuals and small to mid-size businesses. Julee’s primary focus has been in tax compliance and advisory services within the real estate industry, but she enjoys helping clients from all walks of life.
Julee enjoys spending time with her family when she’s not working. They enjoy traveling and movie watching in their spare time.
Tax Manager
Katie Gilbert
Qualifications
EDUCATION
B.A. in Accounting · University of Texas at Tyler
Master of Accountancy · University of Texas at Tyler
CERTIFICATIONS
Certified Public Accountant, Texas
PROFESSIONAL ASSOCIATIONS
AICPA
MARKETS OF EXPERTISE
Affluent Families and Individuals, Estates & Trusts
SERVICE AREAS OF FOCUS
Tax Compliance, Tax Planning & Advisory, Business Advisory Services & Compliance
Background
Katie has been working in tax compliance and advisory services since beginning her career in 2020 at a mid-size public accounting firm. She knew early on in her career she wanted to continue to specialize in taxation and, while looking for a work-home that more aligned with her core values, joined the team at Saville in 2023. While she still works with several industries, her expertise focuses on affluent families & individuals and trusts & estates.
When not working Katie enjoys doing hot yoga, traveling, and taking her dog on fun adventures.
Tax Manager
Marcelo Maril
Qualifications
EDUCATION
Bachelor of Business Administration in Accounting: Stephen F. Austin State University
Master of Science in Accounting: Stephen F. Austin State University
CERTIFICATIONS
Certified Public Accountant, Texas
PROFESSIONAL ASSOCIATIONS
Texas Society of Certified Public Accountants
MARKETS OF EXPERTISE
Real Estate, Professional Services, Affluent Families & Individuals
SERVICE AREAS OF FOCUS
Tax Compliance, Tax Planning & Advisory, Business Advisory Services, State and Local Compliance
Background
Marcelo joined Saville in 2025, bringing extensive experience in public accounting and client advisory services. Prior to joining Saville, he worked at several middle-market public accounting firms, where he specialized in partnership taxation across a range of industries, including real estate, professional services, and asset management. At Saville, Marcelo applies deep technical expertise and a strategic mindset to deliver tailored tax solutions that align with clients’ business goals. His proficiency in navigating complex partnership structures, combined with a commitment to service excellence, makes him a trusted advisor to clients.In his free time, he enjoys spending time hiking and spending time with his son.
Tax Manager
Matt Hultberg
Qualifications
EDUCATION
Northern Illinois University - Bachelor of Science in Accounting
CERTIFICATIONS
Enrolled Agent
MARKETS OF EXPERTISE
Affluent Families & Individuals, Gifts, Estates, & Trusts, Retirement Plans, Real Estate
SERVICE AREAS OF FOCUS
Tax Compliance, Tax Planning & Advisory, Gift and Estate Planning & Advisory
Background
Matt joined Saville in 2020 and has since developed deep experience helping affluent families and individuals navigate complex tax matters with clarity and confidence. His practice focuses on family limited partnerships, commercial and residential real estate, and gifts, estates, and trusts. Matt partners with clients not only to meet federal and state tax compliance requirements, but also to design and implement thoughtful, forward-looking tax planning strategies tailored to their goals.
Living in northern Collin County, Matt enjoys playing pickleball, cheering on his favorite Chicago sports teams, and spending time with his wife and daughter.
Tax Manager
Preston Popoff
Qualifications
EDUCATION
Bachelor of Arts in Accounting - University of Oklahoma
Master of Science in Accounting - University of Oklahoma
CERTIFICATIONS
Certified Public Accountant, Texas
PROFESSIONAL ASSOCIATIONS
American Institute of Certified Public Accountants
Texas Society of Certified Public Accountants
MARKETS OF EXPERTISE
Estates & Trusts, Real Estate
SERVICE AREAS OF FOCUS
Tax Compliance, Tax Planning & Advisory, Business Advisory Services & Compliance
Background
Preston has been with Saville since 2019 and has over 6 years of experience providing tax compliance and advisory services for clients. His expertise centers on the real estate industry, estates & trusts, and tax planning/research to provide assistance to clients.
Preston lives in East Dallas and in his free time enjoys going to the movies, attending Mavs/Stars games, playing golf, (winning at) bar trivia, and spending time with friends and family.
Tax Manager
Ronnie Dunn
Qualifications
EDUCATION
Master of Science in Accounting - Texas A&M University at Commerce
Bachelor of Science in Business Administration - Texas A&M University at Commerce
CERTIFICATIONS
Certified Public Accountant, Texas
MARKETS OF EXPERTISE
Affluent Families & Individuals, Non-Profit, Professional Services (Legal Firms, Healthcare Groups, Physicians, & Entrepreneurs)
SERVICE AREAS OF FOCUS
Tax Compliance, Tax Planning & Advisory
Background
Ronnie joined Saville in 2018 and has over six years of experience providing tax compliance and advisory services to clients. He has experience in many areas including affluent families and individuals, closely held businesses, professional services, and non-profit organizations.
Ronnie is a former U.S. Marine where he met his wife, Tiffani, while stationed in Georgia. He currently lives in Sulphur Springs with their two boys. Ronnie enjoys listening to death metal, shooting guns, lifting weights, and long walks with sunsets."
Tax Senior Manager
Tanner McGill
Qualifications
EDUCATION
Bachelor of Science in Business Administration - Texas A&M University
Master of Science in Accounting - University of Texas at Dallas
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, Real Estate, Non-Profit Organizations
SERVICE AREAS OF FOCUS
Tax Compliance, Business Advisory Services, State & Local Income Tax Planning & Compliance
Background
Tanner joined Saville in 2018 and has extensive experience with tax planning and compliance for individuals and multistate businesses. His expertise focuses on affluent entrepreneurs, real estate entities, and non-profit organizations. Tanner's experience in these industries has allowed him to advise clients on optimal entity structures and help implement tax minimization strategies.
In his free time, Tanner enjoys golfing, walking his two dogs, and traveling with his wife Kaytlin. He is a loyal fan to the Cowboys, Mavericks, and Aggies, which admittedly can be tough at times.
Tax Manager
Tony Breitenbuecher
Qualifications
EDUCATION:
BS Accounting – Portland State University
CERTIFICATIONS:
Enrolled Agent
PROFESSIONAL ASSOCIATIONS
National Association of Enrolled Agents, Washington State Society of Enrolled Agents
MARKETS OF EXPERTISE
Affluent Families & Individuals, Manufacturing & Distribution, and Professional Services
SERVICE AREAS OF FOCUS
Tax Compliance, Tax Planning & Advisory, Business Advisory Services, State & Local Income Tax Compliance & Consulting
Background
Tony joined Saville in 2021 after working at a large Portland-based CPA firm for several years. He has extensive experience with tax planning and compliance for individuals and multistate businesses. Tony's expertise focuses on helping affluent entrepreneurs create and implement tax minimization strategies. He also has a wide range of experience in addition to his primary areas of focus, including technology, construction, and real estate.
Originally from Dallas, Texas, Tony lives in the Columbia River Gorge. In his free time, he enjoys mentoring young accountants through speaking engagements and participates in Portland State University's Accounting Mentor Program at his alma mater. Tony also enjoys going on walks with his dog and traveling with his wife, Emma. He remains a loyal Cowboy fan, despite living in Seahawk territory.
Tax Director
Tonya Braz
Qualifications
EDUCATION
B.A in Sociology & Criminal Justice from Stephen F. Austin State University
CERTIFICATIONS
Enrolled Agent
PROFESSIONAL ASSOCIATIONS
National Association of Enrolled Agents, Texas Society of Enrolled Agents
MARKETS OF EXPERTISE
Affluent Individuals & Families, Estate & Trust, Non-Profit Organizations
SERVICE AREAS OF FOCUS
Tax Compliance, Estates & Trusts Compliance, Tax Planning & Advisory
Background
Tonya recently joined Saville and has over 14 years of experience in tax compliance and advisory services. Tonya has worked with a variety of affluent families & individuals, trusts, family partnerships, and non-profit organizations.
Tonya lives in Sunnyvale with her husband and two daughters. When Tonya isn't working, she enjoys spending time with family and friends, reading, and watching movies."