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Links to helpful resources

Client Center

Strategic Partners

legal


Tim Hardesty
469-336-5227
www.hardestylawoffice.com  

Kevin Ross 
972-341-1322
www.jonesdavis.com 

accounting


Ashlea Lincoln 
214-692-5878
www.cpataxteam.com 

Craig Hausz
214-692-5878
www.cpataxteam.com 

Kevin Gardner
214-389-9787
www.whiterocktaxservice.com 

Justin Varnon
972-590-5372
www.armaninollp.com 

Insurance


Mark Lowey
214-558-2727
www.stonebridgeinsurancegroup.comm 

Heather Bowers
214-619-0932
www.lsbinc.com 

banking


Herb Ziev (Lending)
972-728-3341
www.fcloans.com 

Brandon Ward (Banking)
972-735-3511
www.bbvacompass.com 

John Terenas (Banking)
972-624-7108
www.bbt.com

Resources

IRS Website 
This is a link to the IRS website. Logon to stay informed about filing dates and new changes in the law. When in doubt about a rule change consult the source.

The Dallas Morning News 
If you can tolerate the popups get the newspaper for free.

Wall Street Journal Link 
Click here to get to the Wall Street Journal online.

Bankrate.com savings website 
Bankrate.com allows you to search locally for the best banking and cd rates. It's a useful tool to ensure your being adequately compensated for save money. Also, you can check mortgage and loan rates.

Social Security Websites

Collin County Appraisal District 
Log on to check your appraisal information, tax rates, and filings.

Dallas County Appraisal District 
Log on to check your home appraisal, tax rate, and filings.

Texas Department of Insurance 
A website to verify an active insurance license.

FINRA Broker Check 
Review Professional Backgrounds of Brokerage Firms and Advisors.