Service Name |
Duration |
Rate |
Description |
|---|---|---|---|
Tax Preparation |
Over 25 years |
Competitive affordable rates. |
My firm offers professional preparation of all federal, state, and local tax returns. |
Accounting Services |
Over 25 years |
Competitive affordable rates. |
My Firm offers a complete range of accounting services, including receivables, payables, and payroll management. We prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties. |
Tax Planning |
Over 25 years |
Competitive affordable rates. |
My firm continuously monitors federal, state, and local tax law changes to allow my clients to minimize current and future tax liabilities. If necessary, I can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing. Of course, I offer full tax preparation and filing services. |
Bookkeeping/Write-Up |
Over 25 years |
Competitive affordable rates. |
My firm provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis. We offer our in-house service or we will come to your office and assist you on your software and computer. My motto is "Have CPA Will Travel". |
IRS and State/Local Representation |
Over 25 years |
Competitive affordable rates. |
My firm knows the tax laws, and we know how your tax return was prepared. We can provide complete representation services before the IRS as well as state and local taxing authorities. We are also experienced in negotiating Instllment Agreements and Offers in Compromise with the IRS. |
Retirement Income Planning |
Over 25 years |
Competitive affordable rates. Sometimes there is no cost to you! |
It is never too early to start planning for retirement. If you want to live the same lifestyle--or an even better one--than you do now, you need to start planning for retirement...NOW. We can analyze your projected income and expenses and suggest investment funding techniques to help you make sure that your golden years 10, 20, and even 50 years from now live up to your expectations. We will teach and show you how to protect your assets, avoid unnecessary taxes, and realize the income you need to retire. We custom tailor each plan to your specific goals and objectives. When doing income planning, we provide you with a mathematical solution to your income needs. |
Affiliation |
|---|
TX Society of CPAs |
QuickBooks Pro Advisor |
Licensed Insurance Agent |
Name(s) |
Testimony |
|---|---|
KWJ - Arlington, TX |
"He is certainly not your typical CPA - I like the way he thinks." |
PYR - Dallas, TX |
"I thought his fees were a bit high at first, but his Firm has been worth every dollar." |
WM - Dallas, TX |
“John is plugged into the requirements of the modern business environment. I went through several accountants who didn't get it until I met John. John relates to his clients very well as people, stays in communication throughout a process and adjusts his approach as necessary to client capabilities and interests.” |
TW - Dallas, TX |
“John was invaluable in assessing my business plan and model at Retriever. More than just an accountant, John has owned and operated numerous businesses in his lifetime. I needed that input as much as I needed advice from a CPA." |
PW - Plano, TX |
"I have used John for tax advice, return preparation and filing for the past seven years. He and his staff provide outstanding service and they do a great job of demystifying the complexities of managing self employed deductions. The value that I get from his services is so great, that I have never considered managing my taxes myself since hiring John" |
