Experience Counts

Theresa began her accounting career after graduating from Baylor University, and for 30 years worked with Coker, Wommack & Company, P.C. (CWC) a local accounting firm. In 2017, Coker, Wommack & Company, P.C. merged with JRBT, and Theresa was admitted as a shareholder. Theresa has significant experience in tax compliance and planning for individuals, trusts, and corporations. She works primarily with financial institutions and their shareholders assisting with tax planning, mergers and acquisitions, S corporation tax issues, as well as fiduciary, gift and estate taxation. 

Education

Baylor University, Waco, Texas
BS Degree in Mathematics, 1979 (magna cum laude)
MPA, Professional Accountancy

Certification

Certified Public Accountant, licensed in Texas

Professional Associations

American Institute of CPAs

Texas Society of CPAs

Contact

Email: Theresa_Blum@jrbt.com

Direct: 254-761-1689

Main: 254-776-4190


Ready To Talk?
We're ready to listen.

Who We Are
Find out how we got started and about the values that define us.

Toolbox
Increase your decision -making power with our easy-to-use financial calculators.