Our Team
Donna Rutter, CPA
President / CEO
Donna has over 30 years of experience delivering strategic tax advisory and tax planning solutions that help businesses thrive. She specializes in business tax structuring, proactive tax minimization, and compliance, empowering clients to reduce their tax burden while staying fully compliant with federal, state, and local regulations. Her expertise spans a wide range of areas, including:
Business Tax Structuring & Planning — Designing efficient tax structures that support long-term growth and profitability
Tax Compliance & Advisory — Ensuring accurate, timely filings while uncovering legitimate savings opportunities
State Income Tax & State Sales Tax — Navigating complex multi-state tax obligations and identifying opportunities to optimize sales tax strategies that can actually drive business expansion
Donna’s representative experience includes a diverse client base — from small businesses and entrepreneurs to Fortune 500 companies — across key industries such as real estate, construction/manufacturing and professional services. Across all industries and business size, the focus remains the same: delivering practical, forward-looking strategies that minimize taxes and maximize growth.
Her board service includes Texas Society of CPA’s at both state level and local chapter, Alliance for Children, The Board Connection, and HLB Executive Board Member
Appointed member of Comptroller’s Taxpayer Advisory Group since 2011
Contributing Editor to RIA Thomson’s Guide to Texas Franchise Tax
Awarded TXCPA Outstanding Committee Chair 2008
AICPA Chairman’s Citation 2008
“Great Women of Texas 2019: Donna Rutter”
– Texas Business Press
Steve Lewis, CPA, MBA
Chief Technology Officer
Steve has over thirty-five years of experience leading companies as Chief Financial Officer, Director of Data Analytics, Financial Operations, and Systems Implementation and data modeling, software programming and FP&A. He is also focused heavily on the usage and implementation of agentic AI in businesses of all sizes.
He assists clients with ERP conversions, system selections, creating custom dashboards to drive decisions for business owners, business valuations, and buy/sell strategies.
Steve’s Board Service includes Pyxis Analytics and Alliance for Children.
Ed Hulsey
Tax Director
With over thirty years advising clients in tax and accounting issues, Ed specializes in Real Estate, Oil & Gas, Construction, and small business operations.
His experience in partnership and S Corporation tax issues are invaluable to the team and our clients. Ed has a proven track record in advising small business owners on entity selection, financial forecasting, and year-round tax strategies to support growth and profitability.
Mindy Walker
Tax Manager
With over six years of hands-on experience in public accounting, Mindy specializes in comprehensive tax and accounting services for small businesses.
Her experience includes preparing and reviewing business tax returns (e.g., Forms 1120, 1120S, 1065), coordinating owners' individual returns (Form 1040), and delivering strategic tax planning to optimize deductions and ensure compliance with federal, state, and local regulations.
Mindy is skilled in utilizing software such as QuickBooks, and Lacerte, with a commitment to accuracy, client education, and proactive problem-solving in dynamic tax environments.
Sandy Wright
Client Services Supervisor
Sandy has over nine years’ experience assisting clients in resolving tax and accounting issues, while ensuring compliance with federal and state tax regulations. She specializes in Trust and Estate compliance and accounting, sales tax compliance, and preparing and filing payroll tax reports and monthly account reconciliations while working with clients to resolve their tax issues.
Sammi Gonzalez
Client Services Associate
We are excited to have Sammi join the team in 2025 as a recent graduate of University of Texas at Arlington with a BBA in Accounting. Sammi assists clients with account reconciliations, payroll tax reporting, sales tax compliance, financial statement preparation, and tax compliance.
Jake Waters
Client Services Associate
Jake is actively working towards his Bachelor of Business Administration with a major in accounting. He is QuickBooks Pro Certified and currently assists clients by providing monthly accounting services, bank and account reconciliations, and assists in the preparation of financial reports. Jake prepares tax returns, payroll reports, sales tax filings, and assists clients as needed.
Laura Czulno
Director of Operations
With over thirty years of experience managing all aspects of public accounting firms, Laura is responsible for the firm operations, quality control, overseeing our tax compliance processes, and firm administration. She is a key member of the leadership team.