Jeremy Andries | EA | CFP® | MSA
Managing Member | Partner
Jeremy enjoys assisting businesses and individuals with their finances in minimizing costs and maximizing net savings in an efficient and effective manner. Jeremy attained a Bachelor of Business Administration degree from the University of Louisiana in Monroe and a Master’s of Science degree in Accounting from the Texas A&M University in Commerce. He is also a CFP® professional and as an Enrolled Agent with the IRS, he has the ability to represent individuals and businesses before an IRS audit or tax court. He served with GuideStone Financial Resources from 2004 to 2018 with the latter 6 years serving as Operations Manager of GuideStone’s registered investment adviser firm and assisted the advisors and planning department to grow the department’s advisory investors to over 17,000. He and his family also served two years with CARES/Apartment Life, a domestic missionary organization in the apartment community sector. Jeremy is a second generation tax preparer, having taken a keen interest in taxes when as a kid he would eagerly watch his dad prepare taxes; he has been preparing taxes since 2001. He loves serving individuals, families and small businesses in all things Tax! He especially enjoys working with ministers and has training and knowledge in the area of ministerial taxes – a complex and challenging area of the tax law. He has a high respect for ministers, ministry staff, their families and their ministries and enjoys any opportunity to serve them.
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Christopher R. Wells | CFP® | CKA® | MS
Partner
Chris is a CFP® professional with a goal of empowering Christian Families, Pastors, and Gospel-centered Business Owners to connect their personal finances to what brings them joy and brings God glory. Chris has his Bachelor’s degree from Baylor University in Personal Financial Services, his Master’s of Science degree in Personal Financial Planning from Kansas State, obtained the CFP® designation in 2017 and the CKA® designation in 2020 (Certified Kingdom Advisor). Chris loves to connect all the pieces of your personal finance situation for your overall flourishing.
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Melissa Williams
Office Administrator
As the Office Admin here at Master Plan, Melissa is the backbone in the office, keeping things running smoothly. You will speak with Melissa when calling the office, scheduling appointments, and sending general emails.
Michael Lawrence | EA
Assistant Tax Manager
Michael is a tax specialist with a passion for numbers and technology. Born in Kansas and raised in Texas, he graduated from the University of North Texas with a Bachelor’s in Business Administration in Accounting. He is also an Enrolled Agent with the IRS where he has the ability to represent individuals and businesses before an IRS audit or tax court. He enjoys working with people to help save money and stress on taxes and finances.
Natalie Pena | CPA | M. Acct.
Tax Specialist I
Natalie Pena is an experienced accounting professional with a passion for serving others. Natalie earned her Master of Accountancy degree and Bachelor of Business Administration degree in Accounting from Baylor University and is a licensed CPA in the state of Texas. Natalie is also a certified QuickBooks Online ProAdvisor. She brings a strong background in financial accounting, tax preparation, and bookkeeping to Master Plan Tax Solutions. She is dedicated to helping individuals and businesses navigate their tax obligations with confidence and clarity.
Ryan Dyer
Tax Specialist I
Ryan is a tax specialist with a passion for empowering clients with tax and financial clarity. He earned a Bachelor’s degree from Louisiana State University at Alexandria in History. He has spent the last 10 years in education with the latter 3 teaching business and finance using Dave Ramsey principles. Ryan is a certified QuickBooks Online Bookkeeper. He is eager to accommodate clients and limit the stress surrounding taxes.
Susmitha Tulsiram
Tax Specialist I
Susmitha Tulsiram is an IRS Enrolled Agent with over 15 years of experience in individual and business taxation. She specializes in federal and multistate tax preparation, including individual and business tax returns, as well as IRS and state notice resolution. Susmitha holds a Bachelor’s Degree in Accounting and brings strong technical knowledge, attention to detail, and a client-focused approach to helping individuals and businesses navigate their tax needs with clarity and confidence.
Our team brings its experience, expertise and passion together in MASTER PLAN TAX SOLUTIONS to live out the Master’s Plan by serving you, your staff and your financial needs.