license info:Active CPA License since 2004, can provide upon request
offered in person
offered virtually
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LOCAL in AUSTIN, EXPERIENCED and TRUSTED CPA/MBA for TAX (Prep and Filing) • BOOKKEEPING • QUICKBOOKS – AVAILABLE NOW!
Serving Dallas/Ft Worth Area | 20+ Years CPA | Call/Text 24/7
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NEED HELP WITH TAXES, BOOKKEEPING, OR QUICKBOOKS?
I'm a licensed CPA/MBA (since 2004) and real estate professional with over 20 years of experience helping individuals, small businesses, and entrepreneurs. LOVE helping entrepreneurs and self-employed! Whether you need to file your 2024 return, prior tax returns, or clean up your books, or get IRS or state tax help — I’m here for you!
FREE Initial Consultation for All New Clients!
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SERVICES OFFERED:
TAX PREPARATION & FILING:
- Individual Returns (1040/1040SR + Schedule C for Sole Props, Self-Employed, LLCs)
- Business Returns (1120, 1120S, 1065)
- Homeowner Association Returns (HOAs) - Form 1120-H
- Amended Returns (1040-X)
- 1099s, K-1s, Payroll Filings (941/940)
- IRS Disputes, Letters, and Audit Help
- Tax Extensions (Federal & State) - If filed 2024 extension by April 15th, Filing will be DUE OCT 15th (Sept 15th for Business)
BOOKKEEPING & ACCOUNTING:
- Monthly Bookkeeping (A/R, A/P, General Ledger)
- QuickBooks or Accounting Cleanup & Reconciliation
- Payroll Setup & W-2/1099 Reporting
- Contractor Job Costing, Budgeting, and More
- We currently are not able to offer any audit or attestation services at this time.
CFO ADVISORY SERVICES:
- Cash Flow Forecasting - INCREASE CASH FLOW! Help you predict how much cash you need in a week, month or quarter, stop
cash flow struggles!
- Profit Planning - Together how to figure out how to make your business more profitable!
- Budget Building & Spending Plans- Create simple budgets to make smarter business decisions
- How to grow your business - Expand, open new location, hiring needs
- Pricing Strategy - how to stop leaving money on the table or scaring off good customers
- Monthly Business Health Checkups
- Scenario Planning - What If scenarios, see numbers making any moves
- Goal Setting
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WHY WORK WITH ME?
- Licensed CPA (Since 2004)
- 20+ Years in Tax, Accounting & Real Estate
- Former Public Accounting Experience (Big 4 – Deloitte)
- MBA in Accounting (University of Colorado – Boulder)
- Masters Degree in Real Estate Development (Arizona State University)
- Quick Turnaround & Personalized Attention
- Available for Virtual or In-Person (in Select Cities)
- Payments via Zelle, Venmo, PayPal, CashApp
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LOCATION & AVAILABILITY:
I am available either IN PERSON or REMOTE/ONLINE. I split my time between Dallas and Austin, TX. Most clients prefer REMOTE/ONLINE via Zoom, MS Teams, Phone, or Email — secure and easy tax filing from anywhere.
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READY TO CHAT?
Let’s take the stress out of taxes and finances.
- Call/Text /Email Anytime – Serious Inquiries Only
- Free Initial Consultation
- LinkedIn & Excellent References Available Upon Request
- Willing to undergo background check
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NO SCAMS. NO SPAM. JUST GREAT PROFESSIONAL SERVICE, SATISFACTION GUARANTEED!
Let’s work together to reach your financial goals!
BEHIND ON TAXES? WAIT NO LONGER, LETS FILE TODAY! AVOID FURTHER PENALTIES or possible LEVY, WAGE GARNISHMENTS or TAX LIENS by the IRS!