Partner

Jennifer Steele, CPA

Contact Me

Partner

Meet Jennifer

Jennifer plays a vital role in the success of her clients. She understands their business, provides proactive client service, and delivers solid tax planning, forecasting and analysis. She has more than 20 years of public accounting experience and works with a variety of companies, ranging from small entrepreneurial ventures to large enterprises in the healthcare, real estate and professional services industries.

She is a member of the American Institute of Certified Public Accountants and the Texas Society of Certified Public Accountants, and has a bachelor’s degree in accounting from Walsh College.

Contact Jennifer Steele

Experience

Professional History

Associations

  • American Institute of Certified Public Accountants
  • Texas Society of Certified Public Accountants

Community

  • Finance Committee, ManeGait

Education

  • Walsh College

Experience

  • Travis Wolff, LLP
  • Cain Watters
  • Follmer Rudzewicz
Q&A
Q. How does your experience with many different industries help you serve your clients?
I have had the good fortune to work with many different people, with varied backgrounds, which gives me multiple perspectives to consider when addressing my clients’ issues. It has also allowed me to see the many paths that lead to success, as well as those that don’t.
Q. What is the greatest lesson you’ve learned over your career?
The value of good communication can’t be overemphasized. It is important both internally and externally. All the great and complex tax planning a CPA does won’t mean much if it can’t be communicated in a way that is understood by the client.
Q. What is the most rewarding part of your work?
Knowing that I helped a client keep the most dollars in their pocket, so they can redeploy those funds into expanding their business, developing new ventures or moving into retirement.
Q. What is your approach to serving your clients?
Clients need accurate and timely information and analysis, to keep them aware of changes in the tax law that have a direct impact on them and their business. This allows them to focus on what they know best: their products, their services, their customers and their employees. In other words, their business.

My clients rely on me to keep them up-to-date and find ways to minimize their taxes. Planning is a crucial component to obtaining the best results. Being proactive and spending the appropriate time mapping a strategy enables them to make informed decisions that will help minimize potential tax liability down the road.

Part of my job is to raise issues that my clients may not have considered. I also explain things in a manner that is easy to understand, so they can make good decisions based on simple and clear information. 
Q. What is your favorite client success?
Helping clients achieve the financial success they’d been working towards, whether it’s through the sale of their business, an acquisition of a new business, obtaining financing, or involved tax consulting and planning. For example, one of my clients sold his stock in a closely held corporation. We were able to save him individual taxes in the year of sale, as well as provide estate planning services to help him save future estate taxes.
Q. How does your experience with entrepreneurs play a role in your guidance to clients?
Working with clients in the early stages of their businesses has given me insight into important issues that are unique to start-ups, things that take into account rapid and dynamic changes, which are central to entrepreneurial businesses. I help them simplify their accounting systems, so they have accurate and useful information for making the decisions that support rapid and significant growth. This frees them up to do what they do best, which is drive the growth.
Read More
Industries Served