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Client Portals

New Client Acceptance Request

In connection with our potential engagement to be appointed as the registered independent accounting firm of your company, we request the following form be completed in order for us to complete our client acceptance procedures. test test test test

Additional Resources

  • Use the W-4 form to determine an employee’s Federal income tax withholding.
  • All employees must complete the I-9 form at the time of hire for the Immigration and Naturalization Service.
  • Both forms require PDF Reader – download it here.
  • Microsoft MoneyCentral | the best source for all your personal finance needs. Get quotes, stock research, portfolio tracking, news, and online bill payment. Keep informed and on track with a broad range of personal finance topics
  • CBS Marketwatch | provides links to stock quotes, IRA information, financial news, mutual funds, stock recommendations, investment message boards and much more.
  • Travelex | The largest airport foreign exchange, foreign currency, currency exchange, Bureau de change and foreign money provider. Also provides competitive exchange rates and online currency converters.
  • The Internal Revenue Service | Downloadable tax forms and publications as well as a lot of great tax advice.
  • Social Security Administration | Learn how the Social Security Administration can help with your retirement, medicare, disability, survivorship and other benefit questions.
  • U.S. Small Business Administration | You don’t need an MBA to use the SBA. This site outlines everything in plain English. The SBA site contains a wealth of information for entrepreneurs and small business owners.
  • U.S. Department Commerce | A thorough overview of the Commerce Department and the organizations under its banner
  • Federal Consumer Information Center | Not only a catalog of free and low-cost federal publications of consumer interest, but also a wealth of information on other subjects such as product recalls, the latest scams and frauds, and more.

Don’t Be A Stranger…

Just write down some details and our customer success heroes will get back to you in a jiffy!

Contact Info

John Thayer, CPA

Managing Partner

John is an accomplished Tax Partner with 40+ years’ experience.  He personally oversees the preparation of over 1500 annual tax returns.

John received his Bachelor of Business of Administration Degree from the University of Houston where he is an active alumnus.

Areas of Expertise
  • Tax Returns
  • IRS Audit & Negotiations
  • Public & Private  Accounting
  • Corporate Finance
  • Mergers & Acquisitions
  • Medical Practices
  • Business Valuations
  • Bankruptcy Proceedings
  • Litigation Support & Expert Testimony
  • Buy & Sell Agreements
  • Estate & Gift Tax

Frank R. Parrish, III

Audit & Administrative Partner

Frank R. Parrish, III., has more than twenty years of professional experience including over eight years in Big Four public accounting and four years on the PCAOB Global Inspections Team. Having broad European and Southeast Asian insights, Frank has assisted U.S. and foreign based companies in their journey to list on U.S. public markets, M&A and other transactions.  

His passion about the spirit of entrepreneurship and significant experience in SEC reporting, initial public offerings, revenue recognition, lease accounting, internal audit, and business valuations makes him an integral part of our team. 

He has experience in serving both privately and publicly held enterprises, in industries including biotechnology, pharmaceuticals, high tech, oil & gas, construction, manufacturing, software, telecommunications, real estate, broker-dealers and other service industries.

Contact him today to discover what his extensive knowledge can do for you. 

Areas of Expertise
  • Public & Private  Accounting
  • Internal Auditing
  • Corporate Finance
  • The US Generally Accepted Accounting Principles
  • International Financial  Reporting Standards
  • Broker-Dealer Audits
  • Forensic Accounting
  • Business Valuations
  • Real Estate Appraisals

Iqbal Safdar - CPA, FCA

Audit Partner

Iqbal Safdar has over 20 years of professional experience in both International and Domestic markets including 10 years of experience in Big Four public accounting firm serving various assurance clients which are publicly traded as well as privately held entities.

Having served in oil & gas, manufacturing, hospitality, utility & power generation, information technology, home building & construction, private equity funds, brokerage enterprises and not-for-profit entities, his diverse technical knowledge and experience is unmatched.


He looks forward to adding your success to his repertoire.

Areas of Expertise
  • Public & Private  Accounting & Auditing
  • Internal Auditing
  • Corporate Finance
  • The US Generally Accepted Accounting Principles
  • International Financial  Reporting Standards
  • Anti-Money Laundering Audits
  • Forensic Accounting 

Curt Vaculik, AE  

Tax Principal

Curt is an accomplished tax partner with 15 years of professional experience with strong expertise in healthcare, construction, and real estate.

He graduated from the University of Houston with a BBA in Accounting in 2003. 

Contact him today to discover what his extensive knowledge can do for you.

Areas of Expertise
  • Income tax planning
  • Income tax preparation
  • Choice of entity and business structure planning
  • Tax minimization and credit strategies        
  • Business purchase, sale, or mergers
  • Sale or purchase of real property
  • Property exchanges
  • Lease/Buy analysis
  • Financing alternatives
  • International issues
  • Consolidated returns
  • Tax credits (R & D, work opportunity, earned income, foreign, etc.
  •  Payroll, property and sales tax issues
  • IRS audit representation
  • Estate & Gift Tax

Ricky Anderson – CPA

Tax Partner

Ricky brings more than ten years of accounting experience to the team and has worked with multiple large firms including PMB Helin Donovan and McEvoy & Company.

His primary responsibilities include tax preparation, strategy development, client interaction, and counsel as well as providing guidance to members of his team and members of other teams when their activities overlap with the tax department.

Ricky is a Certified Public Accountant (CPA). He is also a member of multiple professional organizations including:

  • American Institute of Certified Public Accountants (AICPA)
  • Texas Society of CPAs (TSCPA)
  • Houston CPA Society

Faisal Siddiqui - CPA

Audit Partner

Faisal Siddiqui boasts over 18 years of professional experience, including his tenure at Big Four accounting firms and his involvement in audit inspections with PCAOB. His extensive background encompasses leading both International and Domestic engagements. These engagements range from Emerging Growth Companies to Fortune 500 enterprises, where he has guided companies through IPOs, evaluated and implemented Internal Control Environments, and assessed Audit Quality & Remediation.

With a history of service across various industries such as oil & gas, manufacturing, hospitality, utility & power generation, home building, information technology, construction, and private equity funds & brokerage enterprises, Faisal Siddiqui possesses an unparalleled wealth of diverse technical knowledge and experience.

His impressive portfolio encompasses clients from both the privately held and publicly-traded realms. No task is deemed too small or too large; feel free to reach out to him at any time to discover solutions tailored to your needs.

Areas of Expertise

  • Public and Private Accounting
  • External and Internal Auditing
  • Internal Control Auditing
  • Implementation of COSO Framework
  • Financial Analysis
  • Marketing Research Consultation
  • Assessment and Consultation on Audit Quality
  • Consultation for Remediation
  • Consultation on PCAOB Comment Forms