Paul FaulknerEnrolled Agent
Mr. Faulkner is an Enrolled Agent with the firm as a licensed tax practitioner. Prior to US&Co., Mr. Faulkner was responsible for the day-to-day operations of Cielo Private Equity, LLC, a private equity firm in the real estate, energy, and technology sectors. Mr. Faulkner's roles consisted of facilitating treasury management and overseeing investor and management reporting. Prior thereto, Mr. Faulkner was a managing partner and co-founder of ForeVista, LLC, a real estate and oil and gas consulting firm, which provided asset acquisition, development and management, exit strategies, investor reporting, and consulting services to various entities, including Fortune 500 companies and municipalities. Mr. Faulkner also worked with US Infrastructure, LLC, an independent midstream energy company, as a financial analyst.
Paul holds a Bachelor of Science from the University of Texas at Austin in Electrical Engineering and is currently undergoing advanced studies in accounting to qualify for the Uniform Certified Public Accountant Examination. Mr. Faulkner is also a candidate member in good standing of the Texas Society of Certified Public Accountants.
Laura FaulknerEnrolled Agent
Ms. Laura Faulkner is an Enrolled Agent with the firm and is a professional tax practitioner assisting clients in compliance matters before the IRS.
Prior to US&Co., Ms. Faulkner was in charge of investor relations for various fund and commercial ventures within real estate, energy and technology. Ms. Faulkner holds a Bachelor of Science in Corporate Communications from the University of Texas at Austin.
Ms. Barter has been employed by the firm for over 25 years and holds a professional bookkeeping certification from the American Institute of Professional Bookkeepers since 2012. Her responsibilities within the firm include assisting clients manage their day to day bookkeeping needs, in addition to simplifying the accounting process with a full service solution.
Ms. Barter over the years has obtained valuable experience within managed businesses in retail, operational, asset-based, and fund-managed ventures.
Mr. Puente has been with the firm for over 20 years managing various bookkeeping responsibilities on behalf of a wide range of commercial clients. His experience in bookkeeping and accounting has assisted clients in delivering financial reports, investor reports and various compliance matters.
Mr. Puente is also experienced handling matters in personal finance and recordkeeping to maximize efficiency during the tax reporting process.
Ms. Shapiro directs the firm and its offices in organizing and maintaining files and records, planning and scheduling meetings and appointments, managing firm wide projects and research, correspondence with our clients, and customer service in processing and administering deliverables.
Ms. Shapiro holds a Bachelor of Business Administration from Texas Tech University and is currently studying to obtain her license as an Enrolled Agent.