Olney Financial Solutions provides tailored financial services including tax preparation and planning, bookkeeping, payroll, life insurance, CFO advisory, and litigation support services. With a focus on clarity, integrity, and confidence, we empower decision-makers to create clarity around opportunities, integrity in their numbers, and confidence in their decisions. Our Firm is not a CPA firm and its services are not regulated by the Texas State Board of Public Accountancy.
Rewind all the way back to the late 90's. I watched my father go through a tax audit which ultimately led to the loss of his business. Match that with wanting to be a "businessman" as a kid, and I traveled down the path to becoming a CPA.
Through years of hard-work and dedication, I earned in my CPA credential in 2011.
Fast forward almost 20 years. I am now face-to-face with an auditor from the same organization that led to the closure of my father's business. This time, I am representing a much larger organization with far more on the line. Through diligent work and tight processes that we had put in place, I was able to support my work and come away without any adjustment or levy imposed on the business.
It was one of the most gratifying moments of my career.
OFS was started to help decision-makers create clarity around opportunities, integrity in their numbers, and confidence in their decisions so that they aren't faced with unforeseen consequences or missed opportunities.