About Us
Providing financial awareness with a personal, proactive touch.
Carlee Perez, CPA
With over 20 years of experience in Finance & Accounting roles, Carlee has built a wealth of experience. Along with an extensive background in public accounting, she has also served as Chief Financial Officer, Vice President & Finance Director for top tier national & regional engineering and architecture firms. These leadership roles gave her valuable insight into business operations, financial management, and strategic planning that will allow her to provide her clients with a level of guidance that goes beyond traditional tax services.
Carlee graduated with honors from the University of the Incarnate Word with an accounting degree and is a CPA licensed in Texas.
In her free time, you will most likely find her traveling to a college softball field somewhere in the northeast to cheer on her daughter who goes to Bucknell University. She also enjoys any sort of travel, hiking or biking around Central Texas, camping, doing CrossFit or cooking.
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