Lucy Petry
CPA, Tax Attorney, Lawyer

Lucy has experience in both industry and public accounting, managing and consulting for businesses, assisting taxpayers from tax preparation to representation before the Tax Court, and representing clients at the federal, state, and local levels. Prior to becoming an attorney Lucy managed her CPA practice and worked as a Controller and Accounting Manager for public and International manufacturing companies.

Lucy earned her MBA from the University of St. Thomas in Houston, followed by her JD from the South Texas College of Law Houston. While at South Texas, she earned the University and Texas State Bar Pro Bono Honors award. She was also the President of the Tax Law Society and a member of the Board of Advocates. She then went on to become an Adjunct Tax Clinic Professor at South Texas.

In addition to her professional accomplishments, Lucy is an advanced diver and a pilot. She is fluent in Spanish and Portuguese and enjoys seeing and learning about the world, having traveled to more than 50 countries and has lived abroad.
Her accumulated experience as an attorney, business owner, CPA, and manager of a non-profit has fueled Lucy’s desire to help those in need and provide a holistic approach to business problems.

Lucy’s work comes to us a CPA only. Her Attorney/Lawyer Representation is by a separate personal engagement and representation to her law firm which is entirely a separate entity.

Education
• The University of St. Thomas – Master of Business Administration (MBA)
• South Texas College of Law Houston – Juris Doctor (JD)

Licenses• Admitted to Practice Law in Texas
• US Tax Court
• Certified Public Accountant

Memberships & Associations
• American Academy of Attorney-CPAs
• Texas Society of CPAs
• American Institute of Certified Public Accountants
• Texas Bar Association

Joe Hopkins, CPA

Joe has 25+ years as a Certified Public Accountant licensed in the State of Texas and solving IRS problems. Current member with the American Institute of Certified Public Accountants (AICPA), Texas Society of CPA’s (TSCPA), National Society of Accountants (NSA), Bachelor’s degree in accounting (BBA), Master’s degree in Business Administration (MBA) at Texas A&M Corpus Christi. Experience in a variety of industries as Controller, CFO and tax resolution issues for both business and personal tax cases.

Joe is experienced in all aspects of Tax Resolution cases regarding Currently Not Collectible, Offer in Compromise & Installment agreement cases. He has successfully resolved cases in all areas of tax resolution including liens, levies, tax audits & collection cases.

Joe has consulted with small to medium size companies on CFO / Controller accounting / tax strategies. Providing both an initial company analysis and continuing with monthly and quarterly consulting feedback to keep them on the right pathway.

QuickBooks certified with experience in both desktop and online versions. He has additional experience implementing software’s, creating budgets & analytical reports to suit your business needs. Plus, in-depth experience with tax preparation for both personal and business. Joe has previously overseen company operations with annual revenues exceeding $500 Million, Joe has found solutions that fit both the small business to mid-size company operational goals. These operational goals include but are not limited to: Policies, procedures, internal/external auditors, capital expenditure budgeting, fixed asset depreciation programs, GPS time card administration, accounts receivable/payable solutions, 3rd party software integrations, reviewing complex contracts, 401K plan administrations, periodic financial preparations and corresponding correcting adjustments as well as insurance policy reviews.

Joe and his team strongly believe when you are successful then our team is successful.

Joe has a passion for scuba diving and kayaking annually on multi-day ventures at remote destinations. Click link for one of the Adventures to the Pecos River in Texas. In addition, Joe enjoys his time in a joint weekly bible study with Michael Sullivan shown below

David Hoines
Tax Attorney and Civil litigation attorney

David graduated from Boston University with a Masters of taxation of law. David was fifth in his class.
He attended the University of Santa Clara with the jurist doctorate and graduated 19th in his class.
He graduated from the California State University with a bachelors of arts.
He was awarded first place in the Rebellion Forum first public policy about the “Taxman in the textbook.”

Mr.Hoines is admitted to the Supreme Court of the United States of America,
The Supreme Court of the state of California,
Supreme Court of the state of Florida, and the Appellate Division of the Supreme Court of the State of New York.

David also was admitted in the US Circuit Court of Appeals, the US Court of Claims and the United States Tax Court.

MEMBERSHIPS
David is a member of the American Bar Association, the Broward County Bar Association and a sustaining member the Association of trial lawyers of America.
David is a highly skilled tax attorney who can handle anything from a simple IRS notice or letter, representation before the Internal Revenue Service, and Tax Court as well.