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.

During the Covid 19 Pandemic, I assisted most of my clients in applying for the available subsidies from the Federal, State and Local governments. I did so without any charges for my services to anyone. These included PP Loan applications and requests for forgiveness of the same. I am happy to report that none of my clients had to declare bankruptcies due to this calamity like many other entities did.

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!