Business Details
Trusted Accounting & Tax Services in Austin, TX
Kristy R Cortez, CPA, CPA, PC delivers comprehensive accounting, tax, and financial planning services tailored to individuals and businesses. With expertise in cash flow analysis, tax relief, and business advisory solutions, we prioritize personalized strategies to meet unique client needs. Our team specializes in IRS representation, succession planning, and QuickBooks consulting, ensuring clients receive accurate, timely financial guidance. Backed by decades of combined experience, we serve diverse industries including healthcare, law firms, and real estate. Our commitment to transparency and ethical practices ensures clients achieve long-term financial stability.We emphasize proactive tax planning, retirement strategies, and internal controls to optimize financial outcomes. By combining small-firm personalized service with big-firm capabilities, we build lasting relationships grounded in trust and professionalism. Our focus on continuous education ensures compliance with evolving tax regulations while delivering actionable insights. Clients benefit from customized financial projections, entity selection advice, and employee benefit plan guidance. Our mission is to empower clients through financial clarity and strategic decision-making support.
Services
Tax Preparation
Financial Planning
Bookkeeping Services
IRS Representation
Business Advisory
QuickBooks Consulting
Estate Planning
Payroll Services
Tax Relief Solutions
Retirement Strategy Development
Details
- Year established: 2025
Highlights and features
- Small Firm Personality Big Firm Capability
- Personalized Financial Solutions for Individuals and Businesses
- Expertise in IRS Representation and Tax Relief
- Specialized Services for Diverse Industries Including Healthcare and Law Firms
- Proactive Tax Planning and Retirement Strategy Development
What people say
Expert IRS representation
Personalized financial strategies
Industry-specific knowledge
Timely and accurate service
Proactive tax planning
Services
Tax Preparation
Comprehensive tax preparation services for individuals and businesses, including federal, state, and local tax returns. Our team ensures compliance with current regulations while maximizing deductions and credits. We specialize in complex tax situations such as back taxes, IRS liens, and wage garnishment resolution.
Financial Planning
Personalized financial planning solutions covering retirement strategies, estate planning, and investment management. We help clients create sustainable financial roadmaps aligned with long-term goals. Our services include cash flow analysis, budgeting frameworks, and risk assessment for individuals and business owners.
IRS Representation
Professional IRS representation for tax debt issues, audits, and collection matters. We negotiate payment plans, offer in compromise settlements, and resolve liens or levies. Our expertise includes innocent spouse relief and bankruptcy-related tax solutions to protect client assets and financial standing.
Business Advisory
Strategic business advisory services covering entity selection, succession planning, and financial projections. We assist with internal controls implementation, cash flow management, and financing strategies. Our team provides part-time CFO services and profit-sharing plan design for growing businesses across multiple industries.
QuickBooks Consulting
Specialized QuickBooks consulting for small to mid-sized businesses. We offer system setup, data migration, and customized reporting solutions. Our services optimize accounting workflows, improve financial tracking accuracy, and integrate tax compliance features to streamline business operations.
People
Kristy R Cortez
Certified Public Accountant
Kristy R Cortez, CPA, CPA is a licensed CPA with expertise in tax strategy, financial planning, and business advisory services. She specializes in IRS dispute resolution and QuickBooks implementation for diverse industries.
Questions
What tax services do you offer for individuals?
We provide comprehensive individual tax preparation, including federal, state, and local returns, retirement planning, and estate tax strategies.
Can you help businesses with IRS tax debt issues?
Yes, we specialize in IRS representation for businesses, including payment plans, lien resolution, and offer-in-compromise negotiations.
Do you offer QuickBooks consulting for small businesses?
Yes, our QuickBooks consulting includes system setup, customization, and training to optimize accounting processes for small businesses.
What financial planning services are available for retirees?
We offer retirement income planning, estate preservation strategies, and tax-efficient withdrawal planning tailored to retirees' needs.
How do you handle business succession planning?
We develop customized succession plans including entity restructuring, ownership transfer strategies, and tax-efficient transition frameworks.
What industries do you specialize in?
We serve healthcare providers, law firms, real estate professionals, manufacturers, and restaurant businesses with industry-specific financial solutions.
