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Modern Architecture

     Established in 2017, we are a trusted provider of comprehensive financial, tax, and consulting services for individuals and businesses in the Frisco, TX area. Our firm combines technical expertise with personalized attention to help clients achieve clarity, compliance, and long-term financial growth.Our highly skilled team brings deep experience across a range of services, including:

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  • Business and individual tax preparation 

  • Entity formation and strategic structuring 

  • Business advisory and financial consulting 

  • Corporate and partnership tax compliance 

  • Bookkeeping and financial reporting 

  • IRS representation and resolution services​​

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     We go beyond traditional financial services by offering proactive consulting designed to help business owners make informed decisions, optimize tax outcomes, and scale efficiently. Whether you're launching a new venture, managing ongoing operations, or planning for succession, we serve as a reliable partner every step of the way.With a strong focus on accuracy, responsiveness, and client success, we are committed to delivering solutions tailored to your goals—with the support you need to grow with confidence.​​​​​​​​​​​​​​​​​

 

MEET OUR TEAM

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JULIA JACOB

FINANCE DIRECTOR

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     Julia received her Bachelor of Science in Accounting from the University of Texas at Dallas.  Her minor is in Management Information Systems.  She also graduated out of Southern Methodist University Cox Business School 2002 as Valedictorian. 

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     Julia is a high-profile tax expert with over twenty years of experience. Her career includes leadership roles at world-class organizations such as J.P. Morgan and her current position at Intuit. Widely respected across the finance field, Julia is recognized for her distinguished character and expertise. Her extensive qualifications uniquely position her to serve Frisco’s businesses, nonprofit organizations, and individuals with a broad range of services, including tax planning and the formation of LLCs, C corporations, and S corporations. 

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     The precision required in crafting financial statements, the clarity needed for a compelling business proposal, and the persuasive power behind a well-written tax appeal—these are all testaments to writing's crucial role in Julia's success.

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     Her ability to articulate complex financial concepts clearly and concisely has been instrumental in building trust and delivering exceptional results for her clients. It's a skill she honed over years of experience, demonstrating the powerful synergy between financial expertise and masterful communication.

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ROOPA, ADMIN

     Roopadevi Ambati plays a key role in our firm’s daily operations and long-term initiatives as our Administrative Lead. With a strong academic foundation and industry experience, she brings a rare combination of analytical thinking, technical knowledge, and organizational skill.

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     Roopa holds a Bachelor’s degree in Electrical Engineering and a Master’s degree in Computer Science from the University of North Texas, equipping her with a deep understanding of both engineering principles and advanced computing.

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     Her professional background includes working at DXC Technology, where she gained hands-on experience in the SAP industry, supporting enterprise-level solutions and contributing to the optimization of system processes. Her exposure to complex software environments has sharpened her ability to identify operational inefficiencies and implement effective, scalable improvements.

Pink Sugar
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Cosine Yu

Managing Partner

     Cosine Yu is a licensed financial advisor.  She is appointed with major top financial institutions across the country.  She can furnish you with advice on all complex financial products such as different types of fixed or variable annuities, life insurance with cash value, Long-term care insurance, IRA/Roth IRA, Mutual Funds/ETFs, College 529 plans, and Estate planning. 

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     With a consultative and client-first approach, Cosine is committed to delivering clear, personalized advice and helping clients make confident, informed financial decisions. 

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     An investment strategy to avoid or reduce tax liability for your retirement and aligning your needs to further invest to receive a consistent stable income is one of the key factors she can contribute.  Her Bachelor is in International Economics and a Master’s degree in Business Administration. She possesses multi-state insurance licenses and federal security licenses across USA.    

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