Business Details
Trusted Dallas CPA Services for Small Businesses
Jesus S Romero, CPA PC CPA has served the accounting, bookkeeping, and tax needs of small businesses and individuals since 2004. Our Dallas-based firm combines over 40 years of combined experience in accounting and finance to deliver candid financial advice that drives business growth. We specialize in personalized tax planning strategies, streamlined accounting processes, and reliable financial reporting tailored to each client's unique needs. Our team includes certified professionals with extensive backgrounds in diverse industries, including healthcare, technology, and international corporations. We maintain membership in the American Institute of Certified Public Accountants and Texas Society of Certified Public Accountants, upholding the highest standards of service.Our commitment to client success extends beyond numberswe develop long-term relationships built on trust and mutual respect. Bilingual services in Spanish are available to better serve our community. With a focus on innovation and client-centric solutions, we help businesses reduce tax liabilities, improve cash flow, and achieve financial objectives. Our reputation reflects our dedication to resolving complex tax issues and providing exceptional customer support. Contact us today to experience the difference of working with a local CPA firm that prioritizes your financial success.
Services
Small Business Accounting
Tax Preparation
Bookkeeping
IRS Representation
Payroll Services
QuickBooks Setup
Financial Planning
Incorporation Services
Outsourced Accounting
Tax Planning
Highlights and features
- We offer personalized financial guidance tailored to your business needs.
- Our team has over 15 years of accounting experience with industry-specific expertise.
- We provide bilingual accounting services in Spanish.
- We specialize in serving diverse industries with targeted solutions.
- Our firm maintains CPA certifications and professional memberships.
Associations and certifications
- American Institute of Certified Public Accountants
- Texas Society of Certified Public Accountants
What people say
Trustworthy and honest
Great accountant
Excellent tax service
Highly recommended
Exceptional financial guidance
Services
Small Business Accounting
We provide comprehensive accounting solutions for small businesses, including financial statements, cash flow analysis, and tax compliance. Our services help businesses maintain accurate records, reduce costs, and make informed financial decisions. With industry-specific expertise, we tailor solutions to meet each client's unique needs.
Tax Preparation
Our tax preparation services ensure compliance while maximizing deductions for individuals and businesses. We handle complex tax situations, including IRS issues and international tax requirements. Clients benefit from proactive planning strategies to minimize liabilities and optimize returns.
IRS Representation
We resolve IRS issues including liens, levies, and audits. Our team negotiates payment plans and ensures compliance with tax regulations. Clients receive expert guidance to navigate complex IRS procedures and achieve favorable outcomes.
QuickBooks Services
We offer QuickBooks setup, training, and data cleanup to streamline accounting processes. Our support includes customized software configurations and ongoing technical assistance. Businesses benefit from efficient financial management tools tailored to their operations.
Outsourced Accounting
Our outsourced accounting services handle payroll, accounts payable/receivable, and financial reporting. This allows businesses to focus on growth while ensuring accurate, timely financial management. Services include monthly closings and cash flow tracking.
People
Jesus S Romero, CPA PC
CPA, MBA
Jesse has 15+ years of accounting experience, including roles at Solomon Edwards Group, Belo Corporation, and as a CFO for an internet startup. He earned his MBA from the University of Texas at Dallas and specializes in tax planning and business advisory services.
Tracy Owens
CPA, MBA
Tracy brings 25 years of finance experience, including global controller roles at Nokia and advisory positions for Match.com and 7-Eleven. She holds an MBA from Dallas Baptist University and specializes in financial reporting and process improvement.
Questions
What accounting services do you offer for small businesses?
We provide full-service accounting, bookkeeping, tax preparation, payroll processing, QuickBooks support, and financial planning tailored to small businesses.
Do you handle IRS tax problems?
Yes, we resolve IRS issues including liens, levies, audits, and back taxes through negotiated payment plans and compliance strategies.
Are your services available in Spanish?
Yes, we offer bilingual accounting and tax services in Spanish to better serve our Dallas community.
How do you help businesses reduce tax liabilities?
We implement proactive tax planning strategies, identify industry-specific deductions, and stay updated on tax law changes to minimize liabilities.
What industries do you specialize in?
We serve diverse industries including healthcare, technology, telecom, advertising, and international corporations with tailored financial solutions.
Can you assist with new business setup?
Yes, we help select optimal business structures, develop business plans, and handle incorporation services to ensure financial success from startup.
