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We provide accurate, timely tax return preparation for individuals, families, and businesses. Our team carefully reviews your financial information, identifies available deductions and credits, and helps ensure your return is complete and compliant.
We provide accurate, timely tax return preparation for individuals and businesses, with a focus on compliance, planning, and minimizing surprises. Our team helps you navigate changing tax requirements while keeping the process clear and manageable.
Strategic tax planning before year-end can help reduce your tax liability and uncover opportunities that may no longer be available after December 31. Our advisors work with you to identify proactive strategies designed to align with your financial goals and maximize tax-saving opportunities.
We help individuals and businesses calculate and plan estimated tax payments throughout the year. Our team considers income, deductions, and changing circumstances to help you stay on track and avoid unnecessary surprises.
We provide accurate, timely tax return preparation for individuals and businesses, with a focus on compliance, planning, and minimizing surprises. Our team helps you navigate changing tax requirements while keeping the process clear and manageable.
We provide tax preparation and guidance for estates and trusts, helping fiduciaries navigate complex filing requirements and tax responsibilities. Our team works to keep the process organized, identify planning opportunities, and provide clear guidance for fiduciaries and beneficiaries.
Receiving a notice from the IRS or another taxing authority can be confusing and time-sensitive. We help you understand the notice, determine the appropriate response, and work toward resolving the issue efficiently.
We provide accurate, timely tax return preparation for businesses of all sizes and entity types. Our team helps you navigate complex filing requirements, identify tax-saving opportunities, and stay compliant while keeping the process clear and manageable.
Tax-exempt organizations face unique reporting, governance, and compliance requirements. We help nonprofit organizations maintain their tax-exempt status, meet annual filing obligations, and navigate tax issues with confidence..
Accelerating tax savings through strategic asset classification.
Tax Manager
Cost segregation can help real estate owners accelerate depreciation by identifying building components that may qualify for shorter recovery periods instead of depreciating the entire property over the traditional building life.
A cost segregation study separates qualifying building components into shorter tax-life categories, such as 5-year, 7-year, and 15-year property.
Cost segregation may be appropriate for a variety of real estate acquisitions, construction projects, and property improvements.
A well-supported cost segregation study requires detailed review of construction costs, building information, and property records.
Effective cash flow management provides the foundation for financial stability and growth. AFairchild helps organizations improve visibility into cash movement, forecast future needs, and develop strategies that support informed decision-making and long-term success.
We provide accurate, organized bookkeeping for businesses that need dependable financial records and a clearer view of day-to-day activity. We keep your books current and easy to review, helping you stay informed and prepared for important business decisions.
We help businesses complete their monthly close with accurate, timely financial records and fewer surprises. We organize and review financial activity so you can start each month with information you can rely on.
We prepare clear, useful financial reports that help business owners understand their financial position and performance. We turn your accounting information into organized reports you can use to evaluate results and plan ahead.
AFairchild CPA provides dependable payroll support for businesses that want accurate, timely payroll processing and organized records. We help keep payroll responsibilities on track so you can focus on running your business and supporting your team.
We help businesses stay organized with incoming and outgoing payments, supporting healthier cash flow and more efficient financial operations. We keep receivables and payables moving so you have a clearer picture of what is owed and when.
We provide experienced financial oversight and strategic support for businesses that need more than routine accounting. We help strengthen financial processes, interpret results, and provide practical guidance without the cost of maintaining a full-time financial executive.
We help businesses set up, organize, and maintain QuickBooks so their accounting records are accurate and useful. We provide practical support to help you get more value from your accounting system without adding unnecessary complexity.
Annie Fairchild founded AFairchild CPA in 2009 after building extensive experience in corporate and public accounting. Her background includes leading tax compliance and strategy for businesses and individuals, as well as advising companies on complex structural and transactional matters. Annie is known for providing practical, high-level tax guidance while maintaining a strong focus on client relationships and responsive service. Her experience working with organizations ranging from emerging businesses to companies with hundreds of millions in revenue gives her a broad perspective on the financial and tax challenges clients face as they grow.
Annie has been married to her husband, Brad, since 1986. She enjoys camping and crafts, as well as spending time with her family, her grandchildren, and her church.
Troy Womack serves as Tax Director at AFairchild CPA, Troy is attentive and creative in working with clients. Troy has over 10 years of experience in the financial arena, consulting with clients and strategizing on structure and tax impact.
Troy received his bachelor’s degree in accounting in 2013, along with graduate level classes at UT Dallas, to contribute to his CPA license. He is also an active member of the professional network of the Texas Society of CPA’s.
Troy has been married since 2020 and enjoys spending time with his wife, traveling, and power lifting.
is a CPA with more than 20 years of experience providing tax and accounting services to individuals and small businesses. As a trusted advisor and entrepreneur, he brings practical business insight gained from founding and operating several successful ventures, including manufacturing, mergers and acquisitions, and retail businesses.
Nicholas holds an MBA and a degree in Economics from The University of Dallas and is a member of the Texas Society of CPAs. He specializes in helping small and mid-sized businesses navigate complex accounting and tax matters while building strong, lasting client relationships through personalized service and trusted guidance.
Sheri Headrick is a CPA with more than 20 years of public accounting experience in the Dallas area. She specializes in tax planning and compliance for business owners and serves clients in industries including professional services, oil and gas, manufacturing, retail, and construction.
Sheri earned her Accounting degree from Oklahoma State University, holds a Texas CPA license, and is a member of the AICPA. Her experience includes advising both venture-backed and family-owned businesses on accounting, tax, and financial reporting matters.
Suyee Chen joined A. Fairchild, LLC in 2019, shortly after earning her Master of Business Administration from Dallas Baptist University with a concentration in accounting. Soon after joining the firm, she became part of the audit team and quickly distinguished herself as an effective Audit Manager. Known for her strong analytical and problem-solving abilities, Suyee excels at examining financial information, identifying issues, and developing practical solutions. She enjoys learning new aspects of her profession and is always willing to try new approaches to help her clients succeed.
Outside of work, Suyee enjoys traveling with her husband and spending time with their baby girl. She also enjoys swimming, gardening, and preparing delicious meals for her family.
Education:
Alyson Brands, CPA, serves as Audit Director at AFairchild, LLC, where she combines technical expertise with a relationship-focused approach to client service. Alyson holds a Bachelor of Science, Master of Science, and MBA degrees from the University of Texas at Dallas. She specializes in helping employee benefit plans, businesses, and nonprofits navigate audits with confidence and clarity. In addition to leading audit engagements, Alyson is deeply involved in developing her team, growing the firm’s assurance practice, and creating meaningful connections within the community. She believes the best client relationships are built on trust, responsiveness, and a genuine desire to help organizations succeed.
When Alyson is not at work, she enjoys skiing on Texas lakes and Colorado mountains, concerts with friends, and travel.
Credentials and Education:
DeAnn Huegele, CPA, MAFF is an Accounting Manager at AFairchild, LLC with expertise in client accounting services, financial reporting, QuickBooks implementations and conversions, construction accounting, sales tax compliance, and financial forensics. She advises business owners on improving accounting processes, strengthening internal controls, and enhancing the accuracy and reliability of financial information. Through her combination of technical expertise and practical business insight, DeAnn helps clients navigate complex financial and operational challenges while supporting their long-term growth and success.
As our CAS Senior Manager, Stephanie has been working at AFairchild since 2022 and has been in the accounting profession since 2007. She received her Bachelor’s in Accounting from the University of Louisiana at Monroe and her Master’s in Accounting from the University of Notre Dame. Soon after, she received her CPA license and began working in corporate accounting. Along with her experience in the corporate world, Stephanie worked in public accounting with small accounting firms for six years. Her versatile experience has led her to discover her passion for working with small businesses. She enjoys helping small and family businesses make their ideas come to life and believes they are a valuable aspect of our economy. Stephanie is motivated to bring success to her clients by using her detail-oriented skills and staying up to date with new research and legislation.
In her free time, she enjoys spending time with her 5 kids and husband of 15 years. She also enjoys cooking the delicious food she has made from her garden.
Caleb bringing 18 years of experience in public accounting with a focus on taxation. His expertise includes partnership taxation, real estate, and healthcare services, serving clients ranging from growing small businesses to large organizations with revenues exceeding $1 billion. Caleb is known for delivering practical tax guidance and building trusted client relationships.
He holds a Bachelor of Science in Accounting from Oklahoma Christian University and is a licensed CPA in both Texas and Oklahoma. Caleb is also a member of the American Institute of Certified Public Accountants (AICPA).
Outside of work, Caleb enjoys spending time with his wife and two dogs, watching movies, playing games, and learning pickleball.
Regina Rennhack, CPA, is a Tax Director with more than 30 years of public accounting experience providing tax compliance, planning, and consulting services to individuals, business owners, family offices, and high-net-worth clients. She specializes in helping clients navigate complex tax matters while identifying opportunities that support their financial and business goals.
Outside of work, Regina enjoys spending time with her husband, three adult children, friends, and pets. She loves being outdoors and can often be found relaxing on the porch with a good book, taking long walks, growing flowers, attending musicals, or cheering on her children as they pursue their passions.
Credentials and Education:
Ricardo is the Client Accounting Services Technology Manager at AFairchild CPA and has been a valued member of the team since 2019. He specializes in accounting technology, process improvement, and helping clients understand complex financial and operational concepts. Ricardo is known for his clear communication, strategic planning, and innovative approach to solving challenges.
He holds a Bachelor of Business Administration in Accounting and Finance from Texas A&M University-Commerce and has experience working with commercial and rental investment properties.
Outside of work, Ricardo enjoys spending time with family and friends, practicing archery, and reading
Denise is a CPA with more than 30 years of experience in accounting, finance, and business leadership. She began her career in public accounting and later held leadership roles in both public and private equity-backed companies, specializing in financial reporting, process improvement, and accounting system implementations.
Denise has served clients across manufacturing, distribution, real estate, technology, retail, and nonprofit organizations. She is a member of the Texas Society of CPAs and enjoys spending time with her husband, Blas, their growing family, traveling, gardening, and cheering on TCU athletics.
Since joining the firm in 2020, Jasmine has helped business
owners, real estate investors, developers, and property owners identify
strategic tax-saving opportunities through cost segregation studies, tax
credits, and proactive tax planning. Jasmine enjoys breaking down complicated
accounting concepts in way that is easily understood by her clients. She not
only helps people with their finances but empowers clients to make informed
decisions that support their long-term business and financial goals. Jasmine
has been working in the accounting profession since 2017 and currently serves
as Tax Manager at AFairchild CPA. She holds advanced accounting and taxation
education from the University of North Texas and Keller Graduate School of
Management, where she focused on accounting, finance, and taxation.
Outside of work, Jasmine enjoys exploring new destinations
around the world and has a goal of visiting a new country each year. When she's
not traveling, she enjoys spending time at home with her two beloved fur
babies, Teddy and Sophia.
Our Tax Manager, Debra, has been working with AFairchild CPA since 2018. She received her Bachelor’s Degree of Accountancy from Oklahoma Baptist University in 2017 and has been growing in her tax and accounting skills ever since. Debra’s experience has allowed her to gain skills in both the accounting and tax departments. She is an expert in sales tax setup, audits, and research over a variety of states; financial analysis; 990s and nonprofits; and state and federal tax returns. Debra enjoys helping people understand their business in a way that will make them succeed not only professionally, but also with their personal goals. She finds researching difficult federal, Texas franchise, and sales tax laws interesting and uses that skill to put her clients on the path to success.
Debra enjoys spending her free time on the beach with her family, which includes her husband and their two dogs. She also enjoys cooking with her husband, hanging out with friends, and volunteering at the local church.
Caroline Bogard earned her bachelor's and master's degrees in Accountancy from Southern Methodist University in 2014 and became a licensed CPA shortly after. She has spent the past 12 years working in public accounting, specializing in tax services for individuals and businesses, with a particular focus serving clients in the commercial real estate, professional services and construction industries.
Caroline enjoys helping clients understand complex tax issues, solve challenges, and implement proactive tax planning strategies that support their financial and professional goals. She is passionate about building lasting client relationships and providing practical, value-driven advice that empowers clients to make informed decisions and achieve long-term success.
Outside of work, Caroline enjoys spending time with her husband and two children. She also loves traveling, cooking, and reading.
Rebecca Haynie, CPA, is a Senior Tax Manager with over 15 years of public accounting experience specializing in partnership, corporate, and individual taxation. She advises business owners, real estate investors, private equity groups, and high-net-worth individuals on tax compliance, planning, and complex transaction matters. Known for her client-focused approach and commitment to team development, Rebecca combines technical expertise with practical solutions to help clients navigate evolving tax challenges and achieve their business goals.
Medical practices face tax, payroll, cash flow, reporting, compliance and growth challenges while also delivering patient care. AFairchild CPA provides year-round guidance designed to improve financial clarity, reduce risk and support informed business decisions.
Services address financial statements, payroll and provider compensation, federal and state tax obligations, budgeting, profitability, entity selection, major purchases, expansion, ownership transitions, IRS notices, audits, and internal accounting processes.
AFairchild CPA offers proactive tax planning, accounting, reporting, payroll assistance, profit and loss analysis, budgeting, and cash-flow planning. The stated aim is to maintain compliance, identify tax-planning opportunities, provide timely financial information, and help owners manage expenses and performance throughout the year.
Tax Staff
Subject Matter Expert
Advisory guidance is available for starting or expanding practices, adding partners, purchasing equipment, restructuring ownership, and preparing for a sale. The firm serves medical and dental practices, outpatient facilities, group practices, sole practitioners, pharmacies, therapy providers, long-term care facilities, and other healthcare organizations.
Practical guidance for S Corporation shareholder-employees.
Accounting Technology Manager
At AFairchild CPA, we help S Corporation business owners evaluate reasonable compensation as part of a broader tax and payroll planning strategy. Our approach considers the owner's role, responsibilities, business economics, and relevant compensation data.
Compliance, planning, and strategic tax guidance for growing businesses.
Tax Senior Manager
At AFairchild CPA, we help businesses navigate complex tax requirements while identifying opportunities to improve tax outcomes, manage risk, and support long-term growth. Our team combines accurate compliance with proactive planning tailored to each company's structure, ownership, and goals.
Structure your business today for greater tax efficiency tomorrow.
Managing Partner
Chief Experience Officer
As a business grows and evolves, its entity structure should be reviewed to ensure it continues to support financial, operational, and tax objectives. AFairchild CPA helps business owners evaluate restructuring opportunities and understand the potential tax effects before changes are made.
ASC 740 guidance for accurate, compliant financial reporting.
Tax Senior Manager
AFairchild CPA helps companies navigate ASC 740 and income tax accounting by connecting financial reporting with the tax consequences of current and future transactions.
Cross-border tax guidance and reporting for growing businesses.
Tax Senior Consultant
Multination tax requirements can become relevant quickly as businesses expand across borders, work with foreign owners or vendors, earn income abroad, or provide multination tax information to their owners. AFairchild CPA helps businesses understand and manage their US reporting obligations as part of a broader tax strategy.
Modern systems for accurate, secure, and efficient accounting operations.
Accounting Technology Manager
AFairchild CPA helps businesses evaluate and improve the technology supporting their accounting operations. The right systems can reduce manual work, improve financial visibility, strengthen controls, and create a more scalable foundation for growth.
Better project visibility. Better forecasting. Better decisions.
Audit Manager
CAS Manager
A well-prepared WIP schedule gives construction companies a clearer picture of project progress, earned revenue, billing status, profitability, and expected results at completion.
Clear financial answers when the records do not tell the whole story.
CAS Manager
Forensic accounting helps clients understand financial concerns involving suspected fraud, disputes, insurance claims, litigation support, missing documentation, or unusual activity. We review the records objectively, identify what happened, quantify the impact, and present clear, supportable findings.
Understand the story behind the numbers.
Financial ratio analysis compares information from a company's financial statements to evaluate financial condition and operating performance. When viewed in context, ratios can help identify trends, strengths, weaknesses, opportunities, and potential financial risks.
Accurate trust accounting. Clear records. Greater confidence.
CAS Staff
Managing client trust funds requires accurate records, consistent reconciliations, and strong oversight. AFairchild CPA helps law firms maintain organized trust records, identify discrepancies, and strengthen the accounting processes that support responsible trust-account management.
Turning qualifying innovation into potential tax savings.
Tax Manager
The Research and Development Tax Credit rewards businesses that invest in developing or improving products, processes, software, techniques, formulas, or inventions through a qualifying process of experimentation.
Credit availability and treatment depend on the taxpayer's facts, eligibility, expenses, and applicable federal and state requirements.
Give with greater purpose, confidence, and tax efficiency.
Managing Partner
Chief Experience Officer
At AFairchild CPA, we help individuals, families, and business owners make charitable giving part of a thoughtful tax strategy. With proper planning, charitable gifts can support the causes you care about while also creating tax-saving opportunities.
Understand how your business compares — and where opportunity may exist.
Managing Partner
Industry benchmarks compare a company's financial and operational results to similar businesses, industry averages, and internal performance goals. These comparisons provide valuable context for understanding where a business is performing well and where opportunities may exist.
Benchmarking helps provide context for evaluating financial and operational performance relative to similar businesses and industry expectations.
Internal benchmarking compares current results to prior periods within the organization, while external benchmarking compares performance to industry peers. Using both approaches can provide a more complete view.
Raw financial data rarely tells the complete story. Industry benchmarks help business owners understand whether results are strong, weak, or simply typical for their industry.
AFairchild CPA helps clients evaluate profitability, financial ratios, key performance indicators, and peer comparisons to better understand competitive position and identify opportunities for improvement.
Turning strategy into results.
Chief Operations Officer
As businesses grow, operational complexity grows with them. A COO helps create structure, improve efficiency, strengthen accountability, and turn strategic goals into practical action.
A COO helps leadership translate strategy into consistent execution by aligning people, processes, technology, and financial performance.
Many businesses have a strong vision but struggle with execution. As organizations grow, unclear processes and responsibilities can create inefficiencies, missed opportunities, and inconsistent results.
AFairchild CPA works alongside owners and leadership teams to evaluate operations, improve processes, implement practical solutions, and build systems that support long-term growth.
Strategic financial leadership for growing businesses.
CAS Manager
CFO advisory gives growing businesses the financial insight needed to improve cash flow, profitability, forecasting, risk management, and strategic decisions.
CFO advisory turns financial information into practical insight for owners and leadership teams.
Benchmarks help leadership understand how financial performance compares to expectations and where opportunities or risks may exist.
We provide strategic financial leadership without requiring a full-time in-house CFO.
Clear, supportable revenue accounting under ASC 606.
Audit Director
Revenue recognition is one of the most judgmental and highly scrutinized areas of financial reporting. AFairchild CPA helps organizations evaluate contracts, document accounting conclusions, and support revenue recognition practices under ASC 606.
We work with management to evaluate revenue streams, contract terms, performance obligations, transaction price considerations, and the appropriate timing of revenue recognition.
Revenue accounting conclusions should be supported by clear policies, consistent processes, and documentation that can withstand external review.
Revenue is often a significant driver of business valuation. Understanding the quality, sustainability, and timing of revenue can be critical during mergers, acquisitions, ownership transitions, and capital transactions.
Kristi Coffey, CPA, brings more than 30 years of public accounting experience, providing comprehensive tax compliance, planning, and advisory services to individuals and businesses. Her expertise spans both federal and state taxation, with extensive experience serving business owners across a variety of industries, including healthcare, professional services, and retail.
Kristi specializes in individual taxation, with a particular focus on high-net-worth individuals, helping clients navigate complex tax matters and develop strategies to preserve and grow their wealth. She is committed to building long-term relationships and delivering practical, personalized solutions that align with her clients’ financial goals.
Outside of work, Kristi enjoys spending time with her family, gardening, and participating in Zumba classes.
Credentials and Education:
Kristi Weber, EA, is a Senior Tax Preparer at AFairchild with extensive experience in tax compliance, tax planning, and small business advisory services. She works closely with individuals and businesses across a variety of industries, helping clients navigate complex tax matters and make informed financial decisions with confidence.
Known for her collaborative approach, attention to detail, and commitment to exceptional client service, Kristi takes pride in building strong relationships and providing practical solutions tailored to each client's unique needs.
Kristi enjoys international travel and exploring her new Texas surroundings. She values opportunities to experience new cultures, discover local destinations, and create memorable experiences along the way.
Natalie Petree is a Tax Senior Manager at AFairchild who provides tax compliance and advisory services to individuals and businesses. With more than 10 years of experience in public accounting, she has been dedicated to helping clients navigate complex tax matters through responsive service, attention to detail, and practical guidance tailored to their financial goals.
A graduate of Midwestern State University, with a Bachelor of Business Administration in Finance. Natalie values building trusted relationships through clear communication, collaboration, and exceptional client service.
Outside of work, Natalie enjoys spending time with her husband, Alex, and their chocolate Labrador Retriever, Shiner. She can be found gardening, playing golf, and embracing a variety of "grandmillennial" hobbies that reflect her appreciation for tradition, creativity, and the outdoors.
Understanding margin tax, deductions, exclusions, and available credits.
Tax Manager
Texas Franchise Tax is a margin tax calculated separately from federal income tax. The calculation begins with federal revenue and applies Texas-specific rules for deductions, exclusions, rates, and credits.
Texas Franchise Tax uses a margin calculation that is separate from the federal income tax calculation. The process begins with revenue from the federal return and then applies Texas-specific calculation methods.
Texas rules determine which amounts may be excluded from revenue and which businesses qualify for the Texas Cost of Goods Sold deduction.
Texas Cost of Goods Sold is calculated under Texas Franchise Tax rules and should not be assumed to match the federal Cost of Goods Sold calculation.
Certain businesses may qualify for reduced franchise tax rates or credits that can reduce Texas tax liability.
