Our client services team includes 6 CPAs, 2 CPA Candidates and three bookkeepers, including two Certified QuickBooks Pro Advisors. We are very proud that several members of our staff have been with us for over 20 years.
Valarie Fratiani, CPA
Valarie Fratiani is a Certified Public Accountant and member for the AICPA, TSCPA, and Dallas Chapter of the TSCPA. Valarie graduated from the University of Texas at San Antonio in 1992 and later received a Master’s of Science in Accounting degree from the University of Texas at Dallas in 1999. Valarie started her public accounting career immediately after graduation in 1992 by earning a coveted position in the tax department of Deloitte & Touche, one of the elite Big 4 public accounting firms. During her tenure at Deloitte and Touche LLP, Valarie worked with a variety of clients, including several publicly traded corporations. She was also a part of the tax team for Taco Cabana’s Initial Public Offering (IPO).
After moving to Dallas in 1996, Valarie joined Goldin, Peiser, & Peiser, LLP as a Tax Manager. In addition to tax compliance services, Valarie specialized in representing clients before the IRS in various tax controversy matters such as Installment Agreements, Offers in Compromise, Bankruptcy Support, and Lien Releases. Valarie became an accomplished negotiator with the IRS during this time.
Valarie has been a part of the Brorson and Associates, PC team since 1999. She views her role as being an essential part of her client’s business team. In addition to providing comprehensive tax services, including compliance and planning, her clients rely on her experience and expertise for many integral decisions. Her client base includes high net-worth individuals and small to medium sized businesses in a wide variety of industries including real estate, finance, professional services, and oil and gas.
Valarie manages the staff CPAs and accountants, as well as preparing and reviewing tax returns. With both of her children now in college, Valarie has developed a keen interest in wine and vegan cuisine. She is an avid runner and passionate advocate for organ donation.
Lewis Thomas, CPA
Wm. Lewis Thomas, Jr., a Certified Public Accountant and a Certified Valuation Analyst, is a member of the AICPA, TSCPA, Dallas Chapter of the TSCPA and the National Association of Certified Valuation Analysts. Lewis graduated from the University of Houston in 1971 in Communications, received his accounting education at the University of Texas at Austin in the mid 1970’s and received his Masters in 1994 from Texas A&M University-Texarkana in Business Administration.
Lewis worked four years for the Texas Comptroller of Public Accounts. He spent another four years as a Controller for a retail lighting business then a check verification company. Lewis entered public accounting in 1981 with Shelby, Rucksdashel and Jones, a regional accounting firm with a specialty in the savings and loan industry. Next, he was the Tax Partner of Holliday, Lemons, Thomas & Cox, a large local CPA firm in Texarkana, Texas for 13 years. Moving back to the Dallas area, Lewis joined Lane, Gorman, Trubitt, L.L.P. as a principal specializing in complex corporate tax matters. There, Lewis was awarded the Lane, Gorman, Trubitt Client Service Excellence Award. Lewis then spent a couple of years at Excel Communications as their Senior Manager of Tax Research and Planning before joining Brorson and Associates as a shareholder.
Over his career, Lewis has worked with a wide variety of businesses including financial institutions, real estate, telecommunications, wholesale and retail operations, oil & gas and professional services. He was worked with business both small and up to $1 billion in both revenues and assets. He has been successful in dealing with complex tax matters, mergers and acquisitions, and in a variety of business strategies.
David Holcombe, CPA
Senior Tax Manager
David’s professional career took a rather circuitous route through local firms, a partnership and sole proprietorship to a position with Brorson & Associates, PLC where he has enjoyed the previous eight years as a Senior Tax Manager. During his career in public accounting, he has been exposed to a variety of experiences from general accounting, audit, tax compliance and planning to assistance with the sale of several successful businesses. His industry experience includes manufacturing, construction, retail, non-profit and professional services.
David is dedicated to assisting individuals and business entities achieve their goals and move forward to success. His position with the firm and the support it offers allows him to achieve a great balance between professional and personal life. He is grateful to have had the opportunity to serve in several capacities for religious and civic organizations throughout his career.
David and his wife Susan have three wonderful adult children that they admire greatly for success in their personal and professional lives. Their children have provided them with five wonderful grandchildren who continue to astonish with their life adventures. They enjoy travel, music, movies and reading.
David is a graduate of the University of Texas at Arlington with a Bachelor of Business Administration – Accounting.
Robert Justice, CPA/ABV, CFP
Senior Tax Manager
Robert works primarily with closely held businesses and their owners with the objective of integrating their tax planning and compliance needs with all of their associated tax and financial related goals. This process works best when all of the client’s financial holdings are fully understood which allows for a clear and comprehensive strategy to be developed and communicated.
Typical business owners often can achieve their nonbusiness goals through the use of various estate planning strategies including charitable and grantor remainder unitrusts, intentionally defective grantor trusts, spousal lifetime access trusts and other multigenerational and estate planning techniques. Although the appropriate application of any strategy is important, Robert emphasizes communication with a clear client understanding as a way to help ensure that the strategy is not only logical but also practical for the client.
Prior to joining Brorson & Associates, Robert was a tax partner at a local mid-size Dallas CPA firm with a similar focus. Robert has an undergraduate engineering degree from Texas Tech University and an MBA from Tarleton State University.
Yandra Llovet, CPA
Senior Tax Associate
Yandra was born and raised in San Juan, Puerto Rico. She is a fully bilingual (English and Spanish) Certified Public Accountant with PR and TX license. She graduated from the Interamerican University of Puerto Rico in 2005 with a Bachelor’s degree in Accounting and later completed a Masters of Taxation from Florida NovaSouthwestern University. She started her accounting and tax career at 16 years old working as an accounting clerk in her family tax practice working with a variety of small business owners in different industries. She moved to TX in 2015 and started working for Brorson & Associates in September 2016 as Senior Accountant. Her passion is building client relationships and helping small business owners grow and be successful. In her free time she likes spending time with her family, the beach, and travel.
Senior Account Manager
An integral part of the Brorson team for nearly 24 years, Carol is a valuable resource to her clients and our team. Her roles include monthly bookkeeping, payroll tax preparation, sales tax preparation, financial statement compilation, and QuickBooks consulting. In her spare time, Carol enjoys spending time with her grandchildren.
Sue began her career with Brorson in 1988 and is our most tenured employee. She has proudly provided generations of clients with a wide range of services including accounting, income, payroll and sales tax preparation, financial statement compilation, and QuickBooks consulting. Sue’s pastimes include spending time with family and her beloved pets.
Tax Advisor/Quickbooks Pro Advisor
Martha was born and raised in Abilene, Texas. She attended college at Cisco Junior college, McMurry University, and graduated from Angelo State University in 2010 with a BBA in Accounting and a minor in Professional Business Writing. She then continued her education at the University of Houston Clearlake and the University of Houston Downtown. She moved to the DFW area in 2018 to work for Brorson and Associates. She is a Quickbooks Pro Advisor and is currently studying to be a CPA. Her areas of expertise are payroll, Texas and Federal payroll reports, bookkeeping and financial accounting, Texas sales tax, Texas liquor and malt beverage tax, and has over 10 years of experience preparing all types of federal tax returns.
Josh is the Office and Client Relations Manager and has been with the firm since 2016. Josh works as the firm liaison and interacts regularly with clients and other team members. He also oversees office administration and procedures in order to ensure organizational effectiveness and productivity.
Josh’s extensive career in restaurant management prepared him for the fast-paced and dynamic environment at Brorson. In his spare time Josh likes to spend time with his wife and four kids and is passionate about books and movies and considers himself an expert on all things from Star Wars to Stephen King and everything in between.
Lety has the responsibility of ensuring all tax returns are filed with the Internal Revenue Service. She joined Brorson in 2015 after a banking career. Lety is bi-lingual (Spanish) and is the mother to our office “baby” who often accompanies her mother to work and draws beautiful art.
Alana is completing her master’s degree in Accounting from Texas A&M University-Commerce. Upon graduation, she plans to sit for the CPA exam and become a Certified Fraud Examiner. Alana has worked with Brorson & Associates for nearly 10 years and started with Valarie at another CPA firm in 1995. In her free time, she enjoys playing the piano, harmonica, and guitar.
Kelly was born and raised in Grenada. He moved to New York to live with his mom after graduating High School. In the Fall of 1999, he moved to Texas to attend the University of Texas Dallas. He graduated in 2010 with a dual-degree in Accounting and Information Management. Kelly worked at Ernst & Young, Partner of the Firm “POF”, Dallas office. This department serves all the US partners of Ernst & Young. Kelly is currently studying to be a CPA. He is a huge soccer fan, his favorite team is Manchester United.
Matthew Gonzales, CPA
Bio coming soon!
Dawson is our office assistant who helps us tackle all sorts of tasks. Before starting at Brorson and Associates, Dawson worked for the City of McKinney Aquatics Department. There he trained and managed lifeguards, swim instructors, and three indoor/outdoor pools. In his spare time he studies for his music degree in which he attends the Berklee college of music online and plans to extend his music academia to UNT.