Practical, Personalized Accounting

Why Choose Me

This Is Why

We Should Work Together

Experienced

I have over 50 years of experience in tax, consulting, and accounting from small family-owned businesses to large corporations.

Knowledgable

Experience is essential but staying current in today's changing world is critical. I stay up-to-date with the latest regulations and laws so you don't have to.

Practical

I understand business and what it takes to keep it going regardless of size. What sounds good in theory isn't always possible to implement.

All CPAs are Accountants, but not all accountants are CPAs

Anyone who keeps and prepares financial records can be considered an accountant. A Certified Public Accountant not only keeps and interprets financial records but is also able to perform additional services. 

Education and Licensing
CPAs have to pass rigorous testing and strict requirements for licensing in the state in which they practice. I have been licensed by the State of Texas for 50 years. CPA candidates must complete 150 hours of college course work, including specific hours in upper-level accounting, auditing, and business core courses.

After graduation and a year under the supervision of a CPA, candidates must pass a comprehensive test of business, tax, auditing, and general accounting skills.

After becoming licensed, CPAs must take continuing education classes throughout their career in order to maintain up-to-date information on issues and changes in the accounting world.

Fiduciary Responsibility
Many businesses that are required to have a financial statement audit or review will need a CPA to perform these services and issue the required reports.

CPAs are considered fiduciaries with a legal duty and power to act on behalf of, and in the best interest of, their clients. Non-CPA accountants are not considered to be fiduciaries to their clients.

Taxes and Regulations
Accountants without a CPA certification may prepare a tax return, but a CPA offers distinct advantages.

Most CPAs are more knowledgeable in tax codes as a result of the CPA licensing examination and continuing education requirements. Another significant factor is that CPAs are eligible to represent clients before the IRS if audit support is required, while a non-CPA accountant is not.

State Requirements and Codes of Ethics
CPAs are also expected to follow a strict code of ethics and meet the high standards of the profession.

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