James F. Brenner (Jim)
email@example.com | Phone: 281-360-2800, ext. 1
For over twenty years, Jim served as chief financial officer for multinational companies in the mid-stream oil & gas sector. As CFO, he led or participated in numerous projects and corporate functions in the following areas: finance, treasury, planning, acquisition/divestiture, risk management, information technology, audit, accounting and tax. Jim is a general practitioner who brings broad-based knowledge to a particular problem, and drill-down and drill-around capability to find the best solutions. He has accumulated vast business experience in Latin American, European, Canadian and U.S. financial and tax matters. Today, his practice focuses on providing quality advice to individuals and their small to medium sized businesses. Jim, the founder of Brenner Global Associates, has been a certified public accountant for over 35 years. He is accredited in business valuations, and is an alumnus of a “Big 4” international accounting firm (PWC) and the University of Florida.
Megan@bga-cpas.com | Phone: 281-360-2800, ext. 2
Megan has earned a PhD in Business and Accounting from Capella University, a Master of Accountancy - Tax emphasis, and a Bachelor of Science in Business & Public Relations with a major in Accounting, the latter two from the University of Arizona. Megan has lectured on accounting principles and management accounting for several colleges and universities. She has volunteered preparing U.S. individual income tax returns under the Volunteer Income Tax Assistance (VITA) program of the United Way. Megan is married to a U.S. Military officer and they currently reside in Hawaii.
Omar@bga-cpas.com | Phone: 281-360-2800, ext. 5
Omar has over fifteen years of experience working as an accountant, advisor and tax return preparer, with eleven of those years working for PriceWaterhouseCoopers in Caracas, Venezuela. He is an IRS Enrolled Agent and a Chartered Accountant, as well as a QuickBooks ProAdvisor. Omar is fluent in Spanish and currently resides in Gainesville, Florida with his family.
Beth Carlson Hook
Client Service Coordinator
Beth@bga-cpas.com | Phone: 281-360-2800, ext. 4
Beth holds a Bachelor’s Degree in Political Science from the University of Connecticut and a Master’s Degree in Business Continuity, Security and Risk Management from Boston University. She has 10+ years of experience working in Marine Transportation, specifically in the Oil and Gas sector. She currently resides in Houston, TX with her husband.
Rachel@bga-cpas.com | Phone: 281-360-2800, ext. 3
Rachel has an Associates of Arts Degree in Business from Lone Star College Kingwood. She has more than twenty years of business accounting experience. She is a well-versed on QuickBooks, general accounting and payroll. Her background includes experience working in not-for-profits, banking, retail, and marine transportation accounting.
Terri@bga-cpas.com | Phone: 281-360-2800, ext. 8
Terri holds a Bachelor’s of Science Degree in Business and Accounting from the University of Houston-Downtown. She has 36 years of accounting and management experience with a background in the natural gas pipeline and marketing industry. Her primary focus was in back office operations, storage analysis and settlements. She is a CPA licensed in the State of Texas and a QuickBooks ProAdvisor.
Max@bga-cpas.com | Phone: 281-360-2800, ext. 9
Cathy@bga-cpas.com | Phone: 281-360-2800, ext. 0
Cathy has an Associates of Arts Degree in Business from Corning Community College, Corning NY and a bachelor’s degree in social work from Rochester Institute of Technology in Rochester NY. She has more than twenty-five years of business finance & accounting experience. She is a well-versed on QuickBooks, Xero, tax preparation and general accounting. Her background includes experience working in not-for-profits, real estate, technology, sports facilities and restaurants.
Max has earned an LLM in Taxation from New York University College of Law Graduate Tax Program, a JD from University of Houston Law Center, and a BA in Anthropology from Rice University. Max has taught courses in Corporate Taxation and Tax Policy at the University of Houston Law Center and has lectured at several industry associations on Corporate Taxation, Oil and Gas Taxation, and International Taxation. He has also recently become an Enrolled Agent. He has volunteered preparing U.S. individual income tax returns under the Volunteer Income Tax Assistance (VITA) program of the AARP and Neighborhood Centers. Max is married to an online professor of Montessori Education. His two children are a nurse in Houston and a bicycle mechanic in Cardiff, Wales. He and his wife have lived in New York, Dallas, and London and currently reside in Houston.