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Schedule a Meeting!

To schedule a meeting with one of our professionals, simply click on the link provided. Once there, you can choose the type of meeting that suits your needs from the available options. After selecting the kind of meeting, you will be prompted to pick a day and time that works best with your schedule. Our user-friendly interface makes it easy to find and book a convenient slot, ensuring that you get the assistance you need at a time that is most suitable for you.

David B. Plemons, CPA 

President and Owner

Rita McDaniel, CPC

Operations Manager - San Antonio Office, Certified QuickBooks Pro Advisor

Gloria McDaniel

Operations Manager - Victoria Office, Certified QuickBooks Pro Advisor

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