When you put your clients first, they tend to stick around. The long-standing tenure of most Saddock clients speaks volumes about the trust we earn every day.
We have been in business for 37 years, facing a variety of challenges for our clients. It’s doubtful there is a problem we can’t help solve together.
If we have a secret sauce, it’s the investment of time we put into every client relationship. Saddock is definitely not a vendor. We’re a partner in your success.
At the end of the proverbial day, it’s all about results. We create value for our clients by guiding them to better decisions and achieving better outcomes.
David founded Saddock & Company in 1980. He has practiced continually as a CPA for over 35 years and brings a wealth of knowledge and experience in tax planning for individuals and businesses, estate planning, wealth and investment advisory, asset protection, business consulting and succession planning. In his spare time, David enjoys spending time with his wife, children and grandchildren, as well as spending time outdoors.
Stephen joined our firm in 2014. He focuses on profitability enhancement services and business operations consulting. Stephen brings over 15 years of real-world CFO and COO experience. He is a graduate of the University of Texas at Austin with a BA in Economics and Business and received his MBA from Southern Methodist University, graduating with highest honors. Stephen is an avid golfer and enjoys spending time with family and friends.
Atulya joined our firm in 2019. Her focus is on Corporate, Personal & Estate Tax Compliance and Consulting issues, including the post-closing stage of mergers/acquisitions. Atulya comes with several years of tax experience in a variety of industries including family groups, transportation, and healthcare. She received her Master of Science degree in Accounting from the University of Texas at Dallas in addition to earning her CPA designation. During her free time, Atulya enjoys spending time with her husband and two daughters.
Caylin joined our firm in 2018. She focuses on Accounting Services, Managing Family Office and Business Consulting. Caylin brings over 10 years of accounting experience in a variety of industries. She has an Honors Degree in Accounting and is originally from South Africa.
Douglas joined our firm in 2019. His focus in our accounting department is on recording and reconciling cash activity, booking certain journal entries and gathering information for financial statement compilations. Recently graduating with honors from The University of Texas at Dallas, he received his Master of Science degree in Accounting. Doug enjoys going on jogs and spending time outdoors.
Jana joined our firm in 2019. As David Saddock’s Executive Assistant, Jana helps manage the team while actively supporting David in all his projects. She comes with over 15 years of Executive Assistant experience. Jana thrives on staying fit, traveling and enjoys watching sports with her family.
Jay joined our firm in 2019. As senior tax associate, his primary focus is tax preparation and planning. Jay has experience preparing various tax forms (1040, 1065, 1120S, 1120 & 990). Graduating from the University of Texas at Dallas in 2013, his degree is in Accounting. He enjoys spending time with his family and friends, loves sports primarily basketball and football, and traveling.
Tiffany joined our firm in 2018. To support us, she has over 20 years customer service and administrative assistant experience. When she isn’t glued to a computer screen, Tiffany enjoys spending time with her family, watching movies and cooling off at the pool.
Zach joined our firm in September 2019. Our clients benefit from Zach’s unique blend of tax, legal, business, M&A and investment experience. At Saddock, Zach creates tax efficient plans and structures for firm clients, guides our tax staff through implementation and compliance, and resolves disputes with tax authorities. He provides guidance to operating companies on transactions and capital raising. For high-net worth individuals and family office clients, he assists in the evaluation of investment opportunities, with a primary focus on unique private funds and real estate.
Practice servant leadership that fosters a high-touch, high-quality and high-return relationship for our client partners, every day.