CAREERS SERVICES INDUSTRIES ABOUT NEWS Proactive Tax Planning Every decision you make directly and indirectly impacts your personal and business tax burden. Tax planning should be a proactive process that factors in your estate, investments, retirement, and business activities. If you are experiencing tax concerns that keep you up at night, we can alleviate your worries by developing a plan customized to your circumstances. Once a plan is in place, we will meet with you regularly throughout the year to assure your objectives are met. Our objective in tax planning is to keep your liability down as much as possible while maximizing your cash flow so that your financial goals are achieved. We will communicate with you throughout the year, not just during busy season, to insure we develop a plan that benefits you the most. “The decision to move our nine companies’ complete accounting finance and tax services to Saville, Dodgen & Company was not made lightly. The complications and interconnections of our entities with varying ownership structures had always proven difficult for our prior CPA firms. But since our decision two years ago was made and executed - it has been everything we needed. Not only did we get the clarity, timely reporting needed for operations, and the attention to detail we require for our service companies and ministries...we finally obtained something elusive to our ownership model for many years: peace. The personal attention, knowledge of all the moving parts in our world, succinct communication, and working relationships we enjoy with Korey and his team makes us feel right at home, like family. This allows us to focus on the critical results we need in our fast- paced businesses.” - Dr. Brian Woods, Worship Initiative A few of our services include: Cost Segregation Exempt Organizations Federal and State Tax Planning Preparation Mergers, Acquisitions and Reorganizations Multi-State and Local Tax Planning Pensions and Employee Benefit Plans International Individual Corporate Not-For-Profits Trusts and Estates MANAGERS Annette Bitting Manager 214.922.9727 x 2198 annette.bitting@savillecpa.com Courtney Bailey Senior Manager 469.518.8303 courtney.bailey@savillecpa.com Jake Schuckman Senior Manager 469.638.4955 jakes@savillecpa.com Jon-Michael Ferris Manager 469.708.4044 jonmichael.ferris@savillecpa.com Katye Broach Manager 469.806.2244 KatyeB@savillecpa.com Luke Simmons Senior Manager 469.250.0763 lukes@savillecpa.com Melissa Gombert Senior Manager 469.949.8452 melissag@savillecpa.com Monica Hernandez Manager 469.949.8842 monica.lienhop@savillecpa.com Nancy K. Jaris Senior Manager 469.949.8847 nancyj@savillecpa.com Rebecca Russell Manager 469.949.8884 Rebecca.Russell@savillecpa.com Tonya Braz Tax Manager 469-677-9030 tonya.braz@savillecpa.com PARTNERS Ben Smith Partner 469.949.8405 bens@savillecpa.com Daniel Delaughter Partner 469.949.8434 danield@savillecpa.com Joseph Hildebrand Partner 469.708.4413 josephh@savillecpa.com Korey D. Green Partner 469.949.7002 koreyg@savillecpa.com Lynnel Rath Partner 469-949-8339 lynnel.rath@savillecpa.com Mark Thompson Partner 469.949.8443 markt@savillecpa.com Michael Parker Partner 469.949.8835 michaelp@savillecpa.com Robert A. Smith Partner 469.949.8436 roberts@savillecpa.com Tamara Berley Partner 469.949.8440 tamara@savillecpa.com Tasha Ravinowich Partner 469.949.8438 tashar@savillecpa.com SERVICES Assurance Business Advisory Client Accounting Services Estate, Trust & Gift Planning Employee Benefit Plans Family Office Global Business Technology Services Taxation Saville, Dodgen & Company Get in Touch 700 North Pearl Street, Suite 1900 News Make Payment Online Tools Services Assurance Business Advisory Client Accounting Services Estate, Trust & Gift Planning Employee Benefit Plans Family Office Global Business Technology Services Taxation Industries Energy Affluent Families and Individuals Manufacturing & Distribution Not-for-Profit Professional Athletes and Broadcasters Professional Services Real Estate & Construction Employer Healthcare Consulting About Saville History Leadership Careers © 2021 Saville, Dodgen & Company P.L.L.C. | 700 North Pearl Street, Suite 1900 | Dallas, Texas 75201 | o: (214) 922-9727 | f: (214) 740-1726