Thank you for visiting us today! If you'd like to know a little more about the staff you'll find our summaries below:
CAROLYN ALLEN, CPA
Principal
Responsibilities:
Works with clients to provide accounting, tax compliance, research and planning services-Individuals, Trusts, Estates, Partnerships, S Corporations, and Corporations in various industries such as oil and gas, real estate, small business, and entrepreneurs.
Maintains personal contacts with clients and reviews all client requests. Professional Experience:
Started the firm in 1985.
Oil & Gas Controller and Tax Manager---1971-1984
Staff Accountant with National Firm---1968-1971 Education:
Certified Public Accountant-State of Texas---1971
BBA in Accounting-Texas A&M University---1968 |
LAURA BRYANT
Senior Manager
Responsibilities:
Provides general office support and bookkeeping services for clients. Works with both general issues and oil and gas. Professional Experience:
Joined Carolyn Allen, CPA---2000
Over 20 years experience in banking and bookkeeping. Education:
San Jacinto Junior College
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CRYSTAL C. WITT, CPA
Senior Tax Manager
Responsibilities:
Assist with managing and assigning tax returns, prepare and review various returns, correspond with clients daily to gather information and discuss tax related matters, prepare tax estimates, file extensions, and train staff members.
Maintains personal contacts with clients and assists with all client requests.
Professional Experience:
Joined Carolyn Allen, CPA-2007
Senior Tax Accountant with national accounting firm.
Tax Intern with national accounting firm.
Clerical Assistant with local accounting firm.
Over six years of experience in public accounting.
Education:
Certified Public Accountant, State of Texas-2004Texas A&M University-MS in Finance and BBA in Accounting-2003
Blinn College-AS in Business Administration-2000
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DIANA ORTIZ, CPA
Tax Accountant
Responsibilities:
Prepares bookkeeping reports and records for clients. Prepares tax returns, researches tax law, and maintains contact with clients to complete projects.
Professional Experience:
Joined Carolyn Allen, CPA-2007
Executive Assistant and staff associate with a moving and storage company.
Volunteer with VITA-YMCA assisting with the preparation of tax returns.
Education:
BBA/MBA in Accounting-University of St. Thomas, May 2007; Certified Public Accountant-2010
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Janie Medina
Office Manager
Responsibilities:
Provide general office administrative support. Process quarterly payroll reports, send ES vouchers to clients, light bookkeeping, and assist in preparation of 1099-s and W-2-s. Process of tax organizing and tax assembly, update and maintain client information in database.
Professional Experience:
Joined Carolyn Allen, CPA - 2007
Seven years experience of general bookkeeping such as: accounts payable, journal entries, cash flow, maintaining balance sheet books, processing 1099-s, bank reconciliation-s, and office administrative support with a real estate and oil & gas firm.
Education:
North Harris Junior College
Houston Community College Central
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Silvia Medina
Staff Associate
Responsibilities:
General bookkeeping.
Maintain cash flow analysis, monthly account reconciliation, balance sheets, income statements, and prepare journal entries for clients. Professional Experience:
Joined Carolyn Allen CPA- 2008
Education:
BBA in Accounting- University of Houston- Downtown |
June Xu
Staff/Tax Associate
Professional Experience:
Joined Carolyn Allen, CPA-2009
Intern with national accounting firm.
Education:
BBA/MSA in Accounting-University of Houston, December 2008
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