Business Details
12 Years
experience
Trusted Austin CPA Services for Personal & Business Tax Solutions
At Marci Shafto CPA, we believe that a CPA relationship should extend beyond mere number-crunching. With over 20 years of experience in the Austin, Texas area, our practice is built on developing deep client relationships to understand individual financial goals and business needs. Our expertise spans comprehensive tax preparation, personalized bookkeeping services, and strategic tax planning for both individuals and small businesses. We differentiate ourselves through a commitment to listening, tailored guidance, and a focus on long-term financial success.Our team combines technical excellence with personalized attention, ensuring clients receive actionable insights that align with their unique circumstances. By maintaining continuous client communication and staying current with evolving tax regulations, we position ourselves as trusted advisors rather than transactional service providers. This approach enables clients to focus on their priorities while we manage the complexities of tax compliance and financial record-keeping.
Services
Business Tax Preparation
Personal Tax Planning
Bookkeeping Services
IRS Tax Resolution
Tax Compliance
Small Business Accounting
Investment Tax Reporting
Rental Property Tax Services
Tax Record Organization
Filing Deadline Management
Details
- Year established: 2014
Highlights and features
- 20 years of Austin-based accounting experience with Fortune 500 and small business expertise
- Specialized in complex tax situations including K-1 processing and depletion calculations
- Personalized service approach with free initial consultation
- Proven track record saving clients thousands through tax error corrections
- Year-round tax compliance support beyond seasonal filing deadlines
What people say
Saved $33,000
A+++ service
Prompt assistance
Expert guidance
Stress reduction
Services
Business Tax Preparation
Comprehensive tax preparation services for Austin-area small businesses including S Corporations and LLCs. We handle franchise tax filings, estimated tax payments, and year-round compliance planning. Our expertise minimizes tax liabilities while ensuring adherence to evolving regulations. Clients benefit from proactive tax strategy sessions and accurate documentation for audits.
Personal Tax Planning
Tailored tax preparation for individuals with complex financial situations. Specializing in investment income, rental properties, and life event tax implications. We optimize deductions for property purchases, education expenses, and capital gains while providing long-term tax efficiency strategies.
IRS Tax Resolution
Expert assistance with IRS notices and tax debt resolution. With over a decade of experience, we negotiate payment plans, penalty abatements, and audit representations. Our proactive communication with tax authorities reduces client stress while ensuring compliance with tax code requirements.
Bookkeeping Services
Accurate bookkeeping solutions for businesses and individuals. We manage general ledgers, bank reconciliations, and financial reporting to maintain organizational financial health. Our systems simplify tax preparation and provide real-time financial visibility for better decision-making.
Tax Compliance
Ongoing compliance support for businesses navigating complex tax obligations. We implement systems to track deadlines, maintain documentation, and adapt to regulatory changes. This proactive approach prevents penalties and ensures smooth tax filing seasons for our clients.
People
Marci Shafto
Certified Public Accountant
20-year Austin accounting professional with corporate experience at Dell and Applied Materials. Former partner at small accounting firm before establishing her practice in 2014. Holds BBA in Accounting from Texas A&M and MBA from St. Edwards University.
Melinda Taylor
Office Manager
Client Relations Specialist managing office operations and document workflows. UT Economics graduate with business foundations training. Coordinates client communications while pursuing CPA certification to expand technical expertise in accounting services.
Questions
What accounting services do you offer for small businesses?
We provide business tax preparation, franchise tax filings, estimated tax planning, and year-round compliance support for Austin-area small businesses including S Corporations and LLCs.
How do you handle complex personal tax situations?
Our expertise includes investment income, rental properties, K-1 processing, and depletion calculations. We specialize in resolving complex tax scenarios and optimizing deductions for life events.
Can you help with IRS notices or tax debt issues?
Yes, we offer IRS resolution services including audit representation, payment plan negotiation, and penalty abatement for individuals and businesses facing tax authority communications.
What bookkeeping solutions are available?
We offer both personal and business bookkeeping services including general ledger maintenance, bank reconciliations, and financial reporting tailored to client needs.
