About Me & TNFS

And TaxNest Financial Services

About Me Continued…

Motivated to make a meaningful impact, I earned a Bachelor of Science in Accounting from Colorado State University and spent more than a decade advancing within a global corporate environment. Over the course of my career, I progressed from Staff Accountant to Corporate Controller, overseeing full-cycle accounting operations, ensuring GAAP-compliant financial reporting, and leading Sarbanes-Oxley (SOX) compliance initiatives. These roles refined my ability to deliver accurate, ethical, and dependable financial oversight.

Beyond titles and credentials, my work has always been about people—supporting those who are building something meaningful, often from the ground up. I understand what it means to start with limited resources and high responsibility, and I bring that understanding into every client relationship.

Today, I specialize in providing tax planning and preparation, monthly bookkeeping services, financial record reconciliation, and ongoing financial advice for individuals, entrepreneurs, and small business owners. My approach is rooted in integrity, attention to detail, and genuine care for those that I serve. 

Whether you need dependable tax services, consistent bookkeeping support, or a trusted partner to help manage your financial operations, I am committed to delivering exceptional service with integrity and care. Thank you for taking the time to learn more about my journey. I look forward to the opportunity to support yours.

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Our Approach

At TaxNest Financial Services, our approach is intentional, proactive, and grounded in trust. We combine technical expertise with real-world understanding to deliver tax and accounting services that feel steady, organized, and supportive.

    • Clear, Organized Financial Foundations
       We bring structure and clarity to your finances through accurate accounting and tax preparation. Additionally, this allows you to always know where you stand and can move forward with confidence.
    • Proactive, Year-Round Tax Planning
       Tax planning isn’t a once-a-year conversation. We work proactively to help individuals and businesses reduce surprises, stay compliant, and make informed financial decisions throughout the year.
    • Precision You Can Rely On
       Our accounting services are detail-driven and ethically grounded. From reconciled records to reliable reporting, we deliver work you can trust, every time.
    • Personalized Support, Not One-Size-Fits-All
       Your financial needs are unique. We tailor our tax preparation, tax planning, and accounting services to your goals, industry, and growth stage. At the same time, helping you build relationships designed to last.
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Our Philosophy

At TaxNest Financial Services, we believe financial support should bring clarity. Our philosophy is rooted in integrity, thoughtful guidance, and steady systems that help individuals and small businesses feel confident in their finances. We meet you where you are, simplify what feels complex, and support decisions that create long-term stability.

Our Focus

We focus on helping Houston-area individuals, entrepreneurs, and small to mid-size businesses build organized financial foundations through proactive tax planning, accurate accounting, and dependable support, so you can spend less time worrying about numbers and more time growing what matters.

Trusted by Happy Clients

Working with TaxNest Financial Services completely changed how I approach my business finances. Before, tax season felt reactive and stressful. Now, I have a clear tax plan, organized bookkeeping, and financial reports that actually help me make smarter decisions.

Maria G., Small Business Owner, Houston, TX

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