Contact

Contact Us

PARTNERS
Brett Morrison, CPA
Managing Partner
361-884-8894 ext. 16
EMAIL

Misty Mata, CPA
Tax Partner
361-884-8894 ext. 24
EMAIL

TAX
Kimberly Green, CPA
Tax Manager
361-884-8894 ext. 21
EMAIL

Sofia Lowe
Senior Tax Associate
361-884-8894 ext. 14
EMAIL

Susan Isbell
Tax Associate
361-884-8894 ext. 25
EMAIL

Celestina Gonzales
Tax Associate
361-884-8894 ext.15
EMAIL

FINANCIAL ASSOCIATES
Candace McKinzey
Senior Financial Associate
361-884-8894 ext. 12
EMAIL

Ann Fields
Financial Associate
361-884-8894 ext. 17
EMAIL

Natalia Olguin
Financial Associate
361-884-8894 ext. 18
EMAIL

Bobbi Ramirez
Office Manager
361-884-8894 ext. 11
EMAIL

Victoria Gonzales
Administrative Assistant
361-884-8894 ext.10
EMAIL

ADDRESS

500 North Shoreline Blvd., Suite 1010
Corpus Christi, TX 78401-0352

CONTACT INFO

(361) 884-8894
FAX (361) 888-6009

THANK YOU FOR VISITING OUR SITE

Phone

361-884-8894

Fax

361-888-6009

Location

PRIVACY POLICY
CPAs, like all providers of personal financial services are required by law to inform their clients of their policies regarding the privacy of client information. CPAs are bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, we are committed to protecting your right to privacy.

NONPUBLIC PERSONAL INFORMATION WE COLLECT
We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization.

PARTIES TO WHOM WE DISCLOSE INFORMATION
We do not disclose any nonpublic information obtained from current and former clients in the course of our practice except as required or permitted by law. Permitted disclosures include providing information to our employees and in limited situations to unrelated third parties who assist us in providing services to you. In all such situations, we stress the confidential nature of the information being shared.

PROTECTING THE CONFIDENTIALITY AND SECURITY OF CURRENT AND FORMER CLIENT'S INFORMATION
We retain the records relating to professional services that we provide so that we are better able to assist you with your professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.

Your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.