Business Details
Your Trusted Accounting Partner in Amarillo, TX
We are a full-service accounting firm based in Amarillo, Texas, dedicated to providing comprehensive financial solutions for individuals, businesses, and organizations. With decades of combined experience, our team of certified professionals specializes in tax planning, financial reporting, and strategic advisory services tailored to meet the unique needs of each client. Our commitment to professionalism, responsiveness, and quality ensures that every client receives personalized attention backed by deep industry expertise. We serve a diverse range of industries, including healthcare, construction, real estate, and agriculture, while maintaining a strong focus on ethical standards and client satisfaction.Our services extend beyond traditional accounting to include IRS audit representation, QuickBooks support, and specialized financial planning for retirement, estate management, and business succession. By combining technical proficiency with a client-first approach, we empower individuals and businesses to achieve financial clarity and long-term success. Our firm prides itself on delivering accurate, reliable, and timely solutions that help clients navigate complex financial landscapes with confidence.
Services
Personal Financial Planning
Retirement Planning
Estate Planning
Small Business Accounting
IRS Audit Representation
QuickBooks Services
Tax Preparation
Payroll Services
Business Succession Planning
Tax Relief Solutions
Highlights and features
- We offer over 35 years of combined experience in tax and accounting services.
- Our team provides personalized attention through close client collaboration.
- We serve diverse industries including healthcare, construction, and agriculture.
- We offer comprehensive IRS audit representation and tax relief solutions.
- Our firm maintains licenses in Texas and New Mexico for expanded service capabilities.
Services
Personal Financial Planning
We develop comprehensive financial strategies tailored to individual goals, covering retirement readiness, estate preservation, and tax-efficient wealth management. Our approach integrates investment analysis, risk assessment, and budget optimization to create actionable plans. Clients receive ongoing guidance to adapt strategies as life circumstances evolve.
IRS Audit Representation
Our team handles IRS audit processes from start to finish, ensuring proper documentation and legal compliance. We represent clients during examinations, negotiate settlements, and implement corrective measures. Services include audit response preparation, penalty abatement, and resolution of unfiled tax returns.
Small Business Accounting
We provide complete accounting solutions for small businesses including financial reporting, payroll processing, and tax compliance. Services cover cash flow analysis, budget creation, and internal control implementation. Our team also offers strategic advisory for business growth and tax optimization.
Estate Planning
Our estate planning services focus on asset protection and distribution strategies through wills, trusts, and tax-efficient transfers. We coordinate with legal professionals to create comprehensive plans addressing probate avoidance and family financial security. Regular reviews ensure plans adapt to changing circumstances.
QuickBooks Services
We offer full-cycle QuickBooks support including system setup, data migration, and customized training. Our experts optimize software configuration for business needs and provide ongoing troubleshooting. Services enhance financial tracking capabilities and improve accounting efficiency for small to mid-sized businesses.
People
Jeffrey A. Barenberg
Certified Public Accountant
With over 35 years of experience, Jeff specializes in tax planning, small business consulting, and estate management. He holds licenses in Texas and New Mexico, serving diverse industries while maintaining active CPA certifications.
David G. Washer
Certified Public Accountant
David brings 35+ years of expertise in business taxation and estate planning. He serves healthcare and construction industries while maintaining active CPA certifications and financial service leadership roles.
Indira Chelikani
Accounting Professional
Indira supports clients with comprehensive accounting solutions, focusing on accurate financial reporting and tax compliance. She contributes specialized knowledge in business accounting processes and regulatory requirements.
Kristina Geiser
Accounting Associate
Kristina provides essential accounting support with expertise in financial documentation and client service. She assists with tax preparation and business accounting needs across multiple industries.
JJ Gutierrez
Accounting Specialist
JJ delivers specialized accounting services focusing on financial reporting accuracy and compliance. He supports business clients with tailored solutions for their accounting and tax requirements.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial statement preparation, cash flow management, and business tax planning tailored to small business needs.
Can you help with IRS tax problems?
Yes, we offer IRS audit representation, tax lien/levy resolution, back tax filings, and payment plan negotiations to resolve tax issues effectively.
Do you provide personal financial planning services?
We offer retirement planning, estate planning, and wealth management services to help individuals achieve long-term financial security.
What QuickBooks support options are available?
We provide QuickBooks setup, training, software troubleshooting, and financial report interpretation to optimize accounting processes for businesses.
How do you handle business succession planning?
We develop customized succession plans including ownership transfer strategies, tax implications analysis, and continuity planning for business owners.
