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Jennifer Steele Partner, Business Tax & Advisory

Jennifer_Steele

What I Know

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. By being proactive and spending the appropriate time mapping a strategy, it enables my clients 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. My clients continually express appreciation for the attention I and my team give them, and for the knowledge and expertise we provide. They also value our ability to explain things in a manner that is easy to understand so they can make good decisions based on simple and clear information.

Client Successes

I have worked with clients on a variety of projects, including the sale of their business. I have helped clients achieve the financial success they’d been working towards, whether through an acquisition of a new business, obtaining financing or through involved tax consulting and planning with a client who 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.

Additional Insight

How does your experience in working across many different industries enable you to add value to 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.

How does entrepreneurial thinking play a role in your guidance to clients?

Working with clients that are in the early stages of their business 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 work with them to simplify their accounting systems so they have the accurate and useful information for making the decisions that support rapid and significant growth, while freeing them up to do what they do best – drive the growth.

What has been your greatest lesson learned over your career?

The value of good communication can’t be over-emphasized.  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.

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.

Profile

Practice Group

Business Tax & Advisory
Partner-in-Charge of Business Tax Operations and Quality Control

Major Practice Area

Consulting, Advisory and Compliance in Income Taxation for Closely-Held Businesses and Their Owners

Industries Served

Real Estate, Professional Services, Technology, Retail, Healthcare

Professional and Community Involvement

American Institute of Certified Public Accountants
Texas Society of Certified Public Accountants
Women’s Finance Exchange
ManeGait Finance Committee

Professional Background

Travis Wolff, LLP
Cain Watters
Follmer Rudzewicz (joined UHY in 2000)

Education

Walsh College (Bachelor of Accountancy)

Credentials and Certifications

Certified Public Accountant (CPA), Texas



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