Hartman Wanzor , Certified Public Accountants
6050 Southwest Blvd.
Suite 150
Fort Worth, Texas 76109

© 2024 Hartman Wanzor McNamara LLP. All rights reserved.

We partner with individuals and companies to execute strategies and create operational efficiencies in the areas of business accounting, individual and entity taxation, wealth preservation opportunities, and various tax and strategic planning.

Strategy

We believe in the following approach to client service:
Listen

Gain a full understanding of where you have been, where you are now, and where you plan to go. We prefer to do this on a global level, taking items into consideration other than simply numbers.

Repeat

To the extent required by the situation, help you fully understand your current position in terms of potential future outcomes.

Think

As necessary, tactfully provide well-defined strategic options and expected future outcomes for each.

Execute

Execute in a collaborative manner.

Team

Frank Hartman, CPA
Partner
frank@hwmllp.com 817-529-3933
Nick Wanzor, CPA
Managing Partner
nick@hwmllp.com 817-529-3935
Josh McNamara, CPA
Partner
josh@hwmllp.com 817-529-3981
Spencer Gregg, CPA
Partner
spencer@hwmllp.com 817-529-3973
Misty Blackwelder, CPA
Tax Director
misty@hwmllp.com 817-529-3971
Summar Schiller
Summar Schiller, CPA
Tax Managing Director
summar@hwmllp.com 817-529-3982
Kyle Callaway
Senior Tax Manager
kyle@hwmllp.com
Sharon Walker, CPA
Manager
sharon@hwmllp.com 817-529-4333
Kenneth Cantrell
Kenneth Cantrell
Supervisor
kenneth@hwmllp.com 817-529-3934
Caitlin Bishop, CPA
Senior Associate
caitlin@hwmllp.com 817-529-3932
Christine Cottom
Senior Associate
christine@hwmllp.com
Angelina Cruz
Senior Associate
angelina@hwmllp.com 817-529-3937
Kaylen Heckman
Senior Associate
kaylen@hwmllp.com 817-529-4332
Jennifer Hay
Senior Associate
jennifer@hwmllp.com
Jacquie Laizure
Senior Associate
jacquie@hwmllp.com
Madilyn Hartman
Madilyn Lemke
Senior Associate
madi@hwmllp.com 817-529-3972
Heather Miller
Senior Associate
heather@hwmllp.com 817-529-3931
Vicki Scott
Senior Associate
vicki@hwmllp.com
https://www.youtube.com/watch?v=ZH-qq3fXU9Y
Lindsey Wade
Senior Associate
lindsey@hwmllp.com
Ann Whitaker
Senior Associate
ann@hwmllp.com
Brayden Benton
Associate
brayden@hwmllp.com
Patrick Gideon
Associate
patrick@hwmllp.com
Chad Meredith
Associate
chad@hwmllp.com 817-529-4335
Helena Rasor
Associate
helena@hwmllp.com
Lauren Thomas
Lauren Thomas
Director of Administration
lauren@hwmllp.com 817-529-4334
Deanna O'Neil
Project Manager
deanna@hwmllp.com
Mckenzie Albertson
Administrator
mckenzie@hwmllp.com 817-529-3930
Maggie Merket
Senior Associate - Client Relations
maggie@hwmllp.com
Laurie Richardson
Administrative Assistant
laurie@hwmllp.com

Accounting

Hartman Wanzor McNamara offers a complete range of accounting services, including financial accounting services, business accounting, account receivables and payables tax accounting and payroll support. We prepare and compile financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties. Our firm will also prepare custom financial reports for internal managerial use.

Our firm does not offer a full range of attestation services. To be more specific, we do not offer financial statement audit and review services. Because of this, we are able to support clients in a full range of services including those that might otherwise create independence issues if we were performing an audit or review of the financial statements for the same client. Examples of such services would include assisting a client with the month or year-end financial closing process, helping a client prepare for a financial statement audit, and a variety of advisory services.

Accounting Services Include:
  • Outsourced accounting department staffing or oversight
  • Bookkeeping and accounting
  • Bank account reconciliation
  • Accounts Payable / Receivables
  • Financial Statement Preparation & Analysis
  • Quarterly payroll tax
  • Year End W-2 & 1099 processing
  • QuickBooks Setup & Training

Tax

Tax issues have become the primary regulatory concern in the process of wealth creation and preservation. Along with adequate advisory and accounting support, the proactive management of your tax obligations make a crucial difference to future success. At Hartman Wanzor McNamara, we understand the environment in which individuals and companies operate. Our knowledge base and diverse range of resources can assist in identifying and achieving the best possible tax outcome, while preserving overall strategic objectives.

We have talented and innovative people who are committed to providing the right services in a timely and cost-efficient manner. Our team has a wide range of experience which we apply in a collaborative manner to ensure that different perspectives are considered when making decisions. Our team, along with extensions of service capability in the form of other trusted professionals, has proven to provide an excellent service experience for a broad base of clients in a broad base of industries.

Tax Services Include:
  • Strategic planning including income tax planning and overall wealth preservation strategies
  • Federal and state tax return preparation, including state and local sales and use taxes
  • Mergers & acquisitions analysis and consultation
  • Corporate formation and reorganization assistance
  • Various tax credit consultation
  • Federal and state tax research, tax method changes, tax opinions, audit defense
  • Business-use analysis
  • Other various tax-related planning and consultation services

Advisory

The overall preservation and creation of wealth is a personal endeavor and objectives can change from one situation to another. Knowing your options from an overall planning standpoint is the first step to putting a lifetime strategy in place. We believe that our approach to assisting clients in this process is preferable and effective. Our approach is simple. We explain options, we help people make their own educated decisions, and we help as necessary to execute.

Our diverse experience has given us the ability to see the results of many past decisions - not only our own, but of many others. By applying lessons learned and coordinating the right sets of teammates for specific strategies, we help people achieve their personal and financial goals in a variety of ways.

We list a few examples of advisory services below, but the list is not all-inclusive. Depending on the day of the week, the range of services we provide varies greatly.

Advisory Services Include:
  • Wealth preservation strategy implementation and maintinence
  • Family and business succession planning
  • Business valuation services
  • Financial reporting process oversight
  • Staffing solution consultation
  • Compensation and comission plan consultation
  • Strategic planning