Roger specializes in strategic tax planning and preparation services for individuals, Partnerships, C Corporations, S Corporations, and Trusts. Roger gained tremendous tax
experience with the two largest local firms in San Antonio, Carneiro, Chumney & Company (predecessor to BDO USA LLP), and Padgett Stratemann & Company LLP (predecessor to RSM US LLP). While he has gained tremendous experience in both small firm and large accounting firm environments, he enjoys the daily interaction with clients that a small firm provides. Roger has also served as the Corporate Controller of a commercial real estate company owning 65+ office, retail, and health care properties in 5 states.
In service of businesses and high-net- worth individuals, Roger collaborates with a number of experts with specialties including law, real estate, and financial planning. Proactive planning is a signature of the service provided by the firm, which emphasizes tax planning and preparation in addition to fiscal management.
Roger grew up in San Antonio. He graduated from The University of Texas at Austin, where he earned a Bachelor of Business Administration in Accounting. He continued his business
education by earning a Masters of Business Administration with concentrations in Real Estate, Corporate Finance, and Investment Management from The University of Georgia. Roger,
wanting to experience the beautiful outdoor landscape and vibrant business community that the city offers, moved to Austin several years ago and has made it his home.