About

About Us

 

Accurate and timely financials are necessary in order to make wise decisions & increase profitability, we will strive to provide the necessary information to manage & build your business. We are an accounting firm that can assist you with your daily accounting needs in the most efficient and cost effective manner possible.

What We Do Best

Income Tax Compliance & Planning

With the Federal and State tax laws constantly changing, it is essential that you receive the proper planning and preparation of all of your tax returns. We offer a variety of tax services, including:

  • Corporation, Individual & Partnership, Tax Preparation
  • Income tax planning for all entity types
  • State and Local Income, Sales & Use Tax Preparation
  • IRS Representation for all entity types

Accounting & Consulting Services

Accurate & timely financials are necessary in order to make wise decisions and increase profitability. They provide you with the necessary information to manage & build your business. An accounting firm that can assist you with your daily accounting needs in the most efficient & cost effective manner is a necessity.

We have services customized to fit your needs. From outsourcing all of your accounting functions or just assistance with payroll or other accounting matters, we offer a wide range of services; including:

  • Part-time accounting manager/controller/CFO support; perfect for a small business that is growing & does not quite need a full time controller, but needs assistance with complex accounting needs or strategic planning
  • General ledger assistance; month/year end processing assistance &  related journal entries
  • Payroll processing & related tax reporting
  • Accounts payable processing & related check printing
  • Remote accounting services using a secure connection to software in your office
  • Representation on payroll & sales tax issues with governmental agencies
  • Assistance & training in setting up your accounting and operating systems
  • Management consulting
  • Forecasting & budgeting
  • Strategic Planning

Carlee J Perez

With over 20 years in Finance & Accounting roles, Carlee has built a wealth of experience, most recently serving as Finance Director for a top tier architecture firm. Prior to that she served as Vice President/Controller for two local engineering firms. She also spent 7 years working in the tax realm of public accounting.

Carlee graduated from the University of the Incarnate Word and is a CPA licensed in Texas.

Living right down the road in Taylor, TX with her husband, Robert & daughter, Skye, who keeps them very busy.

On the weekends, you will find her at the softball fields cheering on Skye, or hiking & biking somewhere around Austin, camping, doing CrossFit or cooking.

Get In Touch

+1 512 736-1912
[email protected]