CHRISTI SHIELDS, EA

One of our principal income tax specialists, she holds her Enrolled Agents certificate from the IRS and a Bachelors of Science in Accounting & Information Management from University of Texas at Dallas. She has a decade of experience in individual and business income taxes and two decades of general bookkeeping.

The team you create with your accountant is a partnership and key to any successful business. The better the communication channels, the better the results.

Having a knowledgable and educated individual income tax advisor makes the difference in whether or not you get all the deductions you are entitled to.

INDIVIDUAL
ATTENTION

KNOWLEDGABLE
PLANNING

Creating a life of reduced stress is important. And having a numbers person in your corner makes all the difference. AccountWise provides you with the guidance and encouragement needed to get your individual and business taxes done accurately and timely as well as taking care of your business bookkeeping and payroll needs.

TEAM
EXPERIENCE

STRATEGIC TAX AND BUSINESS PLANNING

ROBIN LOTZ, MS

One of our founders, she has over ten years of experience with income tax, property tax, employment tax and bookkeeping. She holds a Bachelors of Science in Accounting and a Masters of Science in Taxation from University of North Texas.