Finch CPA Firm, PLLC
AccountingTexas, United States2-10 Employees
Finch CPA Firm, PLLC is a small accounting practice based in Spring, Texas, serving Houston-area businesses. It collaborates with engineers, construction, retail, and other local companies with up to $20 million in sales, delivering proactive tax planning and strategies aimed at reducing annual taxes and supporting exit planning. The firm notes notable client outcomes, including a recent example of saving $1.2 million in taxes for owners and enabling a tax-free transfer of ownership to the next generation, with several million dollars reserved for retirement. Sandra, the firm’s lead practitioner, brings more than 30 years of accounting and tax experience and is among the few CPAs who passed the exam before completing a college degree. She has practiced in the Houston area since 1989, has been published in The Practical Accountant Magazine, and has served as a national tax speaker and instructor since 1990. In addition to tax and accounting services for family-owned businesses—emphasizing multi-entity structures, trusts and estates, and owner-optimized compensation and retirement plans—she is a Certified Financial Planner who helps mom-and-pop business owners set retirement and legacy goals.