Business Details
Expert CPA Services in Sugar Land, TX
Jennifer Wray, CPA is a full-service accounting firm dedicated to delivering comprehensive financial solutions to individuals and businesses nationwide. With deep expertise in real estate accounting, tax planning, and audit services, we combine technical proficiency with personalized client support. Our founder, Jennifer Wray, brings extensive experience from both corporate and public accounting sectors, including five years as a comptroller for a major real estate investment company. We specialize in navigating complex tax regulations, optimizing financial strategies, and providing audit assurance compliant with PCAOB and AICPA standards. Our commitment to continuous education ensures clients receive up-to-date guidance on tax compliance, estate planning, and business financial management.As a registered firm with the PCAOB, we undergo rigorous triennial peer reviews to maintain the highest quality control standards. Our services extend beyond traditional accounting to include real estate transaction consulting, QuickBooks support, and tailored financial reporting solutions. Rooted in Sugar Land, Texas, we serve clients across diverse industries, including healthcare, construction, and nonprofit sectors. Our core values of integrity, respect, and expertise drive every client interaction, ensuring transparent communication and ethical financial stewardship. Whether assisting high-net-worth individuals with estate tax planning or guiding small businesses through tax compliance, we prioritize client success through proactive financial strategies.
Services
Real Estate CPA
Tax Return Preparation
Small Business Bookkeeping
PCAOB Audit Services
Estate Tax Planning
QuickBooks Support
Corporate Tax Filing
Financial Reporting
Nonprofit Accounting
IRS Resolution
Highlights and features
- Specialized real estate accounting expertise from 5+ years as a real estate investment comptroller
- Licensed CPA in 6 states with PCAOB audit compliance certification
- Successfully passed PCAOB peer review in 2021 with independent verification
- Tailored tax planning for high-net-worth individuals and complex estates
- Integrated QuickBooks support for seamless small business accounting
Associations and certifications
- PCAOB
- AICPA
Services
Real Estate CPA
Specialized accounting services for real estate investors and businesses. Includes 1031 exchange planning, property tax optimization, and investment analysis. Our CPA combines real estate expertise with tax strategy to maximize returns while ensuring compliance with evolving regulations. Services support both individual investors and institutional real estate entities.
PCAOB Audit
Comprehensive audit services meeting PCAOB standards for broker-dealers and public companies. Includes financial statement analysis, internal control assessment, and fraud risk evaluation. Our firm conducts triennial peer-reviewed audits to maintain compliance with quality control protocols. Delivers assurance reports for financing, M&A, and regulatory requirements.
Tax Planning
Proactive tax planning services to minimize liabilities across individual and corporate clients. Covers estate tax, gift tax, and business transaction planning. Maintains compliance with current tax codes while optimizing deductions and credits. Serves high-net-worth individuals and businesses with complex tax situations.
Small Business Bookkeeping
Monthly bookkeeping services for small businesses including transaction classification, financial reporting, and ledger maintenance. Integrates with QuickBooks for streamlined accounting processes. Provides balance sheets, income statements, and business consulting to support operational decision-making for growing companies.
Estate Tax Planning
Specialized estate and trust tax planning services. Includes 706 form preparation, UBIT tax compliance, and intergenerational wealth transfer strategies. Designed for high-net-worth individuals seeking to minimize estate tax burdens while ensuring legal compliance with federal and state regulations.
People
Jennifer Wray
CPA, Founder
Licensed CPA in six states with 15+ years of experience in public accounting and real estate finance. Former comptroller for a 700+ property investment firm. Specializes in real estate tax strategy, PCAOB audits, and nonprofit accounting. Member of AICPA and Houston CPA Society.
Questions
What accounting services do you offer for real estate investors?
We provide specialized real estate accounting including 1031 exchange planning, property tax optimization, investment analysis, and self-directed IRA reporting. Our CPA has direct real estate investment experience managing 700+ properties.
Are you qualified to perform PCAOB-compliant audits?
Yes, we're a registered PCAOB firm conducting broker-dealer audits with triennial peer reviews. Our 2021 audit confirmed compliance with quality control standards through independent verification processes.
How do you support small business accounting needs?
We offer monthly bookkeeping with financial reporting, QuickBooks integration, and business consulting. Services include transaction classification, bank reconciliation, balance sheets, and income statements tailored to small business operations.
What tax planning services are available for high-net-worth individuals?
We specialize in estate tax, gift tax, and trust planning with form 706 preparation. Our strategies minimize tax liabilities through optimized deductions, charitable contributions, and intergenerational wealth transfer planning.
Which industries do you typically serve?
We work with real estate investors, healthcare providers, construction firms, private schools, and nonprofit organizations. Our CPA holds licenses in six states supporting nationwide client operations across diverse sectors.
How are your audit services different from other accounting firms?
Our audit process combines PCAOB compliance with practical real-world experience from both public accounting and corporate finance roles. We emphasize risk assessment, internal control evaluation, and actionable financial reporting tailored to client-specific needs.
