Finch Exit Strategies

Sandra has over 30 years of experience in accounting and tax. She was one of the few people to pass the CPA exam before completing a college degree, has been published in The Practical Accountant Magazine, and been a national tax speaker and instructor for CPA's since 1990. She has been in practice in the Houston area since 1989, helping business clients get better control over their costs and providing proactive tax planning strategies. Also a Certified Financial Planner, Sandra helps couples, especially mom-and-pop business owners to set and maintain goals for retirement and legacy. She is a regular contributor to The Price of Business Radio Show. Sandra is also a Certified Tax Coach, which means she has received extensive training in looking to your future tax needs and utilizing special and unique methods to enhance your overall tax picture. She lives to give back to her alma mater by teaching classes at the University of Houston Small Business Development Center. Finch Exit Strategies works with engineers, construction, and other Houston companies with up to $20 Million in sales, typically saving $20 -$100K in annual taxes with innovative tax and EXIT strategies. Most recently, we used specialized strategies to save $1.2 million in taxes for the owners, while shifting ownership to the next generation tax-free and putting almost $3 million aside for their retirement. Our clients leverage Sandra’s ability to come up with creative solutions to help them save taxes and proactively tax plan, to determine their optimal structures for tax savings and exit strategies. See also our sister company Finch CPA Firm PLLC, which is an accounting and tax firm for your regular accounting and tax preparation needs.