Vicki “Frances” Faust…..
I’ve adopted Frances after my favorite loving Gramma who taught me how to listen intently.
BA in Economics and an MBA in Pennsylvania in the 80’s – both Labor emphasis. Mostly I was
there to play ball; basketball, softball, tennis and even field hockey.
MPA – University of Texas – 1991,
tax emphasis – the ultimate degree, little did I know UT was the top accounting school in the nation, tough, but I made it - CPA certification 1992 – passed all 4 parts in one sitting.
Tax preparation – individuals, businesses, trusts and estates
Tax review – explanation of return after it is prepared
Year-end tax preview – examination
of your tax situation at year end before we file
Tax Planning – long term planning strategies to minimize tax and maximize wealth
Financial planning – setting concrete goals and working with advisors to attain them
Retirement planning and social security optimization – coordination and timing is everything!
Estate planning – working with attorney to properly arrange assets and documents
Trustee services – administrator assuring proper alignment and distribution of asset
The Vintage Difference
As much as I love numbers, I love people more. When I decided to return to public practice my desire was to create an opportunity that allowed me to continue to do what I have always done best and enjoyed most – strategizing and collaborating with clients to enhance their financial well-being. After almost 30 years as a CPA I want to bring my knowledge of tax law, financial products, and business acumen to the table to benefit my clients in the most personal way possible. Technology is a tool that will be used behind the scenes to create administrative efficiencies allowing me to spend more time serving each and every client. My intention is to create a small, intimate practice of clients who desire to have a better understanding of their financial life and who value having me as their financial partner.