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Greg holds a B.S. (Finance) and an M.B.A. from the University of Connecticut. Before beginning his tenure as an entrepreneur, Greg worked in the corporate world for over 15 years, holding such titles as Senior Financial Analyst and Senior Systems Analyst.  His former employers include Dell, Tracor, Motorola, and Texas Instruments.

In addition to his paid duties, Greg served as local chapter President of the National Association of Accountants, held offices in various non-profits for both churches and professional associations, and currently serves as a Board Member for a Municipal Utility District.

For more than 25 years, Greg has been working with all kinds of people...

attorneys, designers, doctors, engineers, entrepreneurs, executives, police officers, professors, programmer/analysts, nurses, realtors, sales managers, teachers, home-based businesses, single-member LLCs and husband-wife LLCs.

to help them

    • increase their cash flow
    • manage their debt
    • save money on their taxes
    • grow their money more effectively. 

He takes as much pleasure in his clients’ financial success as they do, and loves to hear them say that they are seeing their financial dreams become a reality.

Originally from Peoria, Greg has lived Tulsa (OK), Dallas (TX) , Cleveland (OH), Darien (CT), and now, Austin for the last 38 years. 

"I hope you hate the cost of taxes
more than you hate the cost of employing
the strategies to gain tax advantages."

Greg Schroen Financial and Tax Services