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.
Christopher D. Saddock practices business and individual tax planning for high-net-worth individuals and closely held corporations and partnerships. Chris has an extensive history serving high net wealth clients as a tax and investment adviser. His areas of specialty include outbound tax planning for US persons, nonresident pre-immigration planning, Offshore Voluntary Disclosures, foreign and domestic trust and estate planning, and partnership and corporate tax planning.
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.
Scott joined our firm in 2020. His primary focus is on auditing financial statements of employee benefit plans and nonpublic companies. In addition to performing audits Scott also performs reviews and compilations. Scott has over 18 years of experience in public accounting serving a wide array of clients and industries. Clients served range from $1 million in revenue to over $800 million. He is a graduate of the University of Texas at Dallas. On his free time Scott enjoys golfing, fishing and spending time with his friends and family.
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.
Rameesha started her accounting career at PwC and has over five years of experience in public accounting. She joined Saddock Advisory in 2021 and focuses on strategic tax planning and compliance for corporations, partnerships, and high net-worth individuals in a wide variety of industries including professional services, transportation, real estate, and healthcare.
Rameesha lives in the DFW Metroplex with her husband and two kids. Outside the office, Rameesha likes to spend time with family and friends and enjoys cooking, running, and traveling.
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 in Accounting and is currently working toward his CPA. Doug enjoys going on jogs and spending time outdoors.
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.
Anna joined our firm in 2021 As Executive Assistant to the President and Partners. She received her Bachelor of Fine Art from The University of North Texas, Denton. She enjoys spending time with her family, art and exercising.
Evani joined our firm in October of 2020. To support us, she has over 10 years of customer service and administrative assistant experience. When she isn’t attached to the computer, Evani enjoys reading and baking.
Practice servant leadership that fosters a high-touch, high-quality and high-return relationship for our client partners, every day.