ABOUT

Our Business

When it comes to business and financial goals, one size does not fit all--we get that! Our menu of services is tailored to meet your personal and business needs. We work with you to understand your vision and provide the products and services to accomplish it. We believe relationships matter, and when you win, we win. Let Affinity help you today!

Our Team

We've long been passionate about helping others and taking the worry out of the equation. Our client-centric approach means that we spare no effort in offering all possible options and finding the right solutions for your needs. We want our clients to feel confident in their choices and the service they receive, and we realize that this requires a knowledgeable and competent team. Committed to forward progression and continuing education, we offer over 15 years of combined experience and have included some highlights below:

Notary Public Commissioned by the State of Texas
Member of the American Association of Notaries

Certified QuickBooks ProAdvisor
Intuit Certified Bookkeeping Professional
Internal Revenue Agent (former) - Bank Secrecy Act/Anti-Money Laundering & Fraud
Internal Revenue Agent (former) - Examination/Tax
Staff Accountant/Auditor (former) - Profit & Non-Profit Companies
Other Experience: Bookkeeping, Tax Preparation, Banking, Customer Service, Data Entry, Document Creation/Editing

Volunteer work benefitting: Paso Del Norte Fine Arts Academy, Combined Federal Campaign (CFC; in support of various charities), The Salvation Army, Regis House, Habitat for Humanity, Independent Television Service (ITVS), IRS Volunteer Income Tax Assistance (VITA)