12720 Hillcrest Road, Suite 800
Dallas, Texas 75230-2081
P: 214-739-0888 | F: 214-369-4816

Relationships

We take pride in our relationships with clients and associates. Our partner level involvement on all client engagements provides a personal touch that also translates into more experience focusing on your special, individualized needs. In addition, our open-door policy with our associates facilitates their development and encourages creative new ideas.

Our Partners

Catherine L. Bard, CPA
Cathy worked in the tax department of Deloitte & Touche for fifteen years, the last five years as a partner in the Dallas office.  In 1992 she joined Ken Nicholas and Steven Flanagan's Dallas firm.  She provides consulting services to a variety of clients from individuals and small closely held entities to publicy traded companies.

Cathy is a member of the American Institute of Certified Public Accountants and the Texas Society of Certified Public Accountants.  She graduated with honors from the The University of Texas at Austin with a BA (1975) and an MPA in Taxation (1977).  Cathy and her husband Howard have one daughter, Kelly.

Our Partners


Catherine L. Bard, CPA

Stephen J. Flanagan, CPA

Samuel T. Montgomery III, CPA

Kelly Morgan Gillette, CPA

Jeff M. Owens, CPA