As a business owner having experience with rental properties and farming, Anita has the knowledge and expertise to help clients meet their goals. When it comes to businesses, she sees her priority as not only providing accurate numbers so owners can reliably make financial decisions but helping with entity selection and ways to accelerate growth and increase profit margins.
She is a Certified QuickBooks ProAdvisor and a member of the Rusk Chamber of Commerce, East Texas BBB (Better Business Bureau), Texas Society of CPAs, American Institute of CPAs, and East Texas Chapter of CPAs.
As a Rusk native, Kayla has a passion for helping individuals and businesses meet their financial needs and goals. She is adept at learning and getting to know her clients to provide unmatched, quality service.
Caitlin started her career as a staff accountant with a firm in the Tyler area, before joining Anita Woodlee-Roach & Associates, PC in December 2021. Originally from Alto, she is thrilled to be working close to home while having the opportunity to help locals that she holds near to her heart. Caitlin strives for excellence and hopes to provide her clients with the best service possible
Most of her experience is with high wealth individuals and real estate partnerships. She also has a background in property management, which helps her assist individuals with rental assets. Between this and her kind nature and positive attitude, she is very eager to help her clients with whatever they might need.
Audra returned to East Texas in 2008 and began working at Anita Woodlee-Roach & Associates in December 2021. She participates in the Annual Filing Season Program for return preparers. When she is not working, Audra loves spending time with her family, sewing, reading books, and studying the Bible
with Anita Woodlee-Roach & Associates in 2020. Lori’s areas of responsibility include managing the
front desk operations and assisting clients as they enter the office. She is also in charge of scheduling
client appointments and answering inbound calls for the office. Before joining AWR, Lori worked as a
medical transcriptionist for 30 years.
She excels at ensuring information is obtained and provided to our tax and accounting team so they can meet the needs of our clients timely and efficiently.
Harley keeps our office running extremely well and is the go-to person for clients to get their questions answered.
She prioritises clients' needs to ensure your experience with us is a seamless and satisfying one.
Harley was born and raised in Rusk. She loves music, antiques and spending time with her family and friends.
Leslie loves meeting new people and goes out of her way to ensure that clients get the help they need - so they have peace of mind, knowing their finances are in the best shape possible.
When she is not at work, she'll be with her family or searching for old books and antiques.