Expert accounting services for individuals and businesses. I will assist you in preparing financial statements with the experience in working with approximately 70 business clients in California before moving to Texas. My clientele consisted of 25 Dentists, 2 Physicians, one Tortilla Bakery and the rest were Wholesalers, Retailers and Other Professionals. I have seen my clients start small and prosper into larger entities. One example was an individual from Europe who had started his activity in a different state and was referred to me when he moved to California. I set him up in QuickBooks Online and his business in fire prevention extended to serve other states of the US. He ended up selling his corporate business for millions.

I am ready to assess your accounting and bookkeeping needs. I am also ready to prepare your Individual and your business tax returns, including Corporation, Partnership, and LLC’s.

I usually start in front of you, looking at your accounting objectives, putting myself in your situation. Then, writing notes along the way, I start with my recommendations before you make the final decision.

If you are interested in discussing your particular situation, please reach out to my email address alfredo@planotaxcpa.com or my Cell 619-852-6254. A meeting can be arranged at your convenience.

Let’s meet and get things rolling!