Business Details
Your Trusted Houston Accounting Partner
Francis Y Choy, CPA PLLC is a Houston-based accounting firm with over 25 years of combined experience in tax compliance, financial planning, and retirement strategies. Our team specializes in income tax preparation, strategic tax planning, and IRS audit representation for individuals and businesses. We provide personalized financial planning services, including retirement and estate planning, tailored to clients' unique needs. Our firm holds certifications as an IRS Certified Acceptance Agent and employs professionals with expertise in accounting, financial planning, and investment advisory services. We serve small businesses, non-profits, and individuals, offering comprehensive accounting solutions such as bookkeeping, payroll services, and QuickBooks support.Our commitment to continuous education ensures clients receive up-to-date advice on tax law changes and financial strategies. We prioritize client education, helping individuals understand their financial statements and make informed decisions. Our services extend to business formation, strategic planning, and part-time CFO support for growing organizations. We maintain professional licenses in accounting, real estate, and insurance to provide holistic financial guidance. Our goal is to deliver accurate, timely, and ethical accounting services while building long-term relationships with clients.
Services
Tax Preparation
Retirement Planning
IRS Audit Representation
Small Business Accounting
Estate Planning
QuickBooks Services
Tax Problem Resolution
Financial Consultation
Highlights and features
- We offer 25+ years of combined experience in tax and financial planning
- Our team includes Certified Public Accountants and Certified Financial Planners
- We provide personalized tax strategies for individuals and businesses
- Our firm maintains FINRA securities licenses for investment advisory services
- We combine accounting expertise with real estate and insurance licensing
Associations and certifications
- IRS Certified Acceptance Agent
Services
Tax Preparation
Our tax preparation service ensures accurate and timely filing of individual and business tax returns. We identify all eligible deductions and credits to minimize tax liability while maintaining compliance. Our team stays current with changing tax laws to provide reliable guidance for complex tax situations.
Retirement Planning
We develop customized retirement strategies considering clients' financial goals, risk tolerance, and tax implications. Our services include IRA advisory, Social Security optimization, and withdrawal strategy planning. We help clients understand different retirement account options and contribution limits.
IRS Audit Representation
Our firm handles all IRS audit communications and documentation requirements on your behalf. We prepare comprehensive responses to IRS inquiries and represent clients throughout the audit process. Our goal is to minimize tax liabilities while protecting clients' rights during audit proceedings.
Small Business Accounting
We provide complete accounting solutions including bank reconciliation, financial statement preparation, and general ledger maintenance. Our services help business owners track cash flow, manage expenses, and make informed financial decisions. We offer monthly or quarterly accounting packages tailored to business needs.
Tax Problem Resolution
We assist clients with back taxes owed, installment agreements, and penalty abatement. Our team negotiates with tax authorities to resolve delinquent accounts and develop payment plans. We provide strategic solutions for payroll tax problems and non-filed tax returns.
People
Francis Choy
Principal CPA, CFP, RICP
Certified Public Accountant with 25+ years in tax compliance and financial planning. Holds FINRA securities licenses and Texas real estate/insurance credentials. Specializes in retirement planning and IRS audit representation. Graduated from University of Houston with accounting degree.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial statement preparation, tax planning, and IRS audit representation tailored to small business needs.
How can you help with retirement planning?
Our Certified Financial Planners develop customized retirement strategies considering tax implications, investment options, and Social Security optimization.
Are you qualified to handle IRS audit cases?
Yes, our team includes IRS Certified Acceptance Agents with extensive experience in audit representation and tax problem resolution.
Do you offer QuickBooks support for businesses?
We provide QuickBooks setup, training, troubleshooting, and monthly accounting services integrated with QuickBooks software.
