"As an engineer, I am good with numbers and problem solving, so I've always chosen to do my taxes myself. But one of my recent investments was an oil and gas MLP (master limited partnership) and my standard tax software was not up to the task. I was using Excel to try to keep track of things, but could not figure out how to enter all the data from the K1s into my tax software. Google only confirmed that everyone else complained about the same problem—that my “Name Brand” tax software could not handle this!
So I paid my estimated taxes April 15th and applied for an extension, and then began searching for an accountant to help out. In comes Marci! “You have not kept track of the depletion.” I did not even know that came into play. So after going back through the last 4 years of my taxes to correct my work, she saved me from making a $33,000 over payment to the IRS. Hats off to Marci!" Edward J, Austin, Texas
Marci Shafto has delighted clients and built an excellent reputation during her 20 year career in Austin, Texas. Her private corporation experience included Dell, Applied Materials, and Trammel Crow before she became a partner with a small accounting firm. After 12 years of developing her tax expertise, Marci launched her own practice in 2014. Part of Marci’s desire to begin practicing privately stems from her belief that clients, like you, deserve to get more value from their CPA relationships. She believes that developing a strong relationship will allow you to focus on your family or business priorities while trusting her to focus on the numbers. Marci has a BBA in Accounting from Texas A&M University and an MBA from St. Edwards University. She is also a proud mother of three wonderful children who excel in math and … Read More About Marci Shafto