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Expert Tax and Accounting Solutions Tailored Just for You!

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Business Services

Our firm goal is to help and support Small Business owners and individuals in their accounting and finance needs so that they can focus more on growing their business.

Business Services

Tax Services

Do you want to avoid double taxation? Which tax rate should you choose when making your tax planning and tax strategies? Ultimately think about business continuity.

Tax Services

Consulting Services

Your CPA’s financial expertise can help you determine how much debt your company can handle; the pros and cons of a loan vs. a line of credit; and how to seek financing from investors.

Consulting Services

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TESTIMONIALS

What Our Fantastic Clients Say!

     Excellent  
     Based on 53 reviews 
    
 
 
   
 
 
        
   Patric Aguirre 
 2023-04-08
 
 
 Trustindex verifies that the original source of the review is Google. Great service, professional and very knowledgeable for my business tax needs.
  
 
       
   Sarmad Ramzy 
 2022-06-21
 
 
 Trustindex verifies that the original source of the review is Google. If you need to do your taxes the right way you need to get in contact with them ASAP. I will forever use their services because they are very professional and they know what they are doing. Extremely satisfied with their work and I will recommend this place to all my friends and family Members. 10/10 is what I rate them.
  
 
       
   Harris Pervaiz 
 2022-04-14
 
 
 Trustindex verifies that the original source of the review is Google. Responsive and will answer any questions you have. Made filing taxes simple and hassle free with extremely quick turnaround.
  
 
       
   Joy’s Fun World 
 2022-03-21
 
 
 Trustindex verifies that the original source of the review is Google. Great AB CPA Tax & Advisory Services. Wife and I glad about the services we got for both our married filling joint and corporate business filling with AB CPA Tax & Advisory today. Mr AB educates his client about the subject tax, highly experienced and best informative tax advisory I've ever got. I do highly recommend the firm to everyone that needs their services.
  
 
       
   Selene Maldonado 
 2022-03-20
 
 
 Trustindex verifies that the original source of the review is Google. Would definitely recommend! Took his time and was very knowledgeable and made us feel comfortable
  
 
       
   Daning Bonilla 
 2022-02-24
 
 
 Trustindex verifies that the original source of the review is Google. Excellent customer service, Good service
  
 
       
   Bobbie Maciel 
 2022-02-23
 
 
 Trustindex verifies that the original source of the review is Google. Very good. He helped me with all my problems and very understanding. Explained everything to me that I was confused about.
  
 
       
   lori danley 
 2022-02-19
 
 
 Trustindex verifies that the original source of the review is Google. This has been one of the best experiences I have ever had. The service was professional and thorough. If I had any questions they were quick to respond. In addition they patiently answered questions I had as I navigated through some of the paperwork I needed to provide regarding my business. We highly recommend their services and we will be back again next year for sure. If you are looking honest and knowledgeable accountants, look no further.
  
 
       
   SUGA BABY 
 2022-02-18
 
 
 Trustindex verifies that the original source of the review is Google. Mr. AB was a clear, concise and thorough! I appreciate his attentiveness and flexibility. If you're uncertain and require reassurance...I HIGHLY RECOMMEND these services to meet your financial needs!

ABOUT US

Who are we?

AB CPA Tax & Advisory is a full accounting firm that offers a wide variety of services to businesses as well as to individual clients. We offer Tax Planning and Tax Preparation (simple and complex), IRS Audit Representation, Small business Accounting (Bookkeeping, Payroll, and Consulting) Sales Tax, Franchise Tax, Business Formation, Accountable plan, Profit sharing plans, and Retirement plans. We have the solution to your tax needs.

Learn More

SERVICES

Expert Tax and Accounting Solutions for Your Peace of Mind

Monthly Bank /Credit Card Accounts Reconciliation
Accounts reconciliation will allow us to identify missing entrees, process Journal Entrees, make Adjusting Journal entrees in order for your accounts to be up to date. The end result of this process brings better cash control and cash management

Monthly, Quarterly and Annual Income Statement Preparation
Also call Profit and Loss statement helps Managers and Business owners to know if the business is profitable, assess performance and identify what cause profit or loss for a period. Managers can investigate expenses like marketing, salaries, overhead expenses and make managerial decision for the growth of the business.

Balance Sheet Preparation
A balance sheet gives you a snapshot of your business’ financial condition at a specific moment in time. Accounts on the balance sheet are permanent accounts.
Balance sheet and income statement are the basic financial statement that banks, vendors and investors will use to assess the value of your business, provide financing for your business or provide credit for the growth your business.
We will also provide key performance indicator like ratios or KPI to help you make better business decision.

General ledger clean up
No matter how disorganized are your books; we will take the stress out of your paper work mess. We will do accounts analysis, review the ledger, investigate discrepancies and provides corrections if necessary.

Our firm offers a full Accounting cycle including Accounting, Bookkeeping, Tax services, Tax Help, Tax Preparation, Tax Services, Tax Planning and Payroll services to Small Business and individuals in the greater Houston Texas area, In New York and Abroad.
Our Bookkeeping services includes depending of your subscription level coding your daily transactions and or reclassifying them to the appropriate general ledger account transactions’ recorded by your staff employee. Make sure all transactions are accurately reported in the accounting system, maintain your general ledger and ultimately prepare reliable and complete financial statements.

BOOKKEEPING SERVICES PACKAGES

Standard value
– Input all transactions for up to 2 bank accounts and 1 credit card account.
– Reconciles Up to 2 bank accounts and 1 credit card accounts.
– Make any adjusting Entries needed.
– Provide Balance sheet, Profit & Loss and any other reports needed on a monthly Basis.
– Yearned Analysis

Plus Value (most popular)
– Input all transactions for up to 3 bank accounts and 2 credit cards accounts.
– Reconciles Up to 3 bank accounts and 2 credits cards accounts.
– Make any adjusting Entries needed.
– Provide Balance sheet, Profit & Loss and any other reports needed on a monthly Basis.
– Add $50 for each additional bank or credit card account.
– Payroll Processing for up to 5 employees
– Yearned Analysis

Premium Value
– Value plus package
– Unlimited # bank/credit cards
– Payroll for up to 10 employees
– Weekly report
– Quarterly analysis
– Unlimited consultation
– Cash Flow Projection

* Pricing may vary depending on the complexity of the work and/or large volume of transactions

From payroll to sales tax to deductions, AB CPA Tax & Advisory can educate you about year-round planning, tax-season preparation and filing, liability and record-keeping. We can also assist you in deciding whether you want to plan your business according to a calendar or fiscal year, and find out what to do if you are audited.

Tax Advice, Preparation, and Planning includes :

– Tax Consulting & Planning
– Federal & State Tax Returns
– Payroll Tax Service
– Tax Audit Representation before IRS including representing a client at conferences, hearings, and meetings.
– Business Tax Return ( 1065, 1120 & 1120S )
– Individual Tax Return ( 1040 )
– Do you want to avoid double taxation? Which tax rate should you choose when making your tax planning and tax strategies? Ultimately thank about business continuity.
– Tax Strategies
– Year Round Consulting

Do you know you can easily Take Payroll and Payroll Tax Filing off your to Do list? Free yourself from payroll stress and focus on what you love the most: growing your business. The best part is that is affordable. Our professional staff will:

– Set up Employee time sheet for you
– Run payroll and file taxes on your behalf
– Free direct deposit
– Taxes paid and filed for you on the due date
– Penalty-free guarantee
– W-2s handled for you

Draft a business plan · Manage debt · Secure investors
Bank loans, debt, interest and assets are essential elements of your business’s financial structure. A CPA can help you develop a powerful business plan, and then bring that plan to life with the proper options. Your CPA’s financial expertise can help you determine how much debt your company can handle; the pros and cons of a loan vs. a line of credit; and how to seek financing from investors. AB CPA Tax & Advisory offers a full Accounting cycle including Accounting, Bookkeeping, Tax services, Tax Help, Tax Preparation, Tax Services, Tax Planning and Payroll services to Small Business and individuals in the greater Houston Texas area, In New York and Abroad.

The organizational structure of your business is an important consideration. It will have an impact on operating efficiency, personal liability, taxes and the way you report business income, and a CPA can help you choose the optimal structure for your business. Your CPA also can provide sound advice about insurance, commercial property, establishing a board of directors, disaster planning (to protect your data and assets) and succession plan development. In addition, a CPA can advise you on your plan, from job descriptions to strategic hiring to financial — and perhaps familial — considerations. CPAs with the Internal control assessment

Review Engagements
Obtain limited assurance as a basis for reporting whether the accountant is aware of any material modifications that should be made to the financial statements for them to be in accordance with the applicable financial reporting framework ( GAAP or IFRS), primarily through the performance of inquiry and analytical procedures.

Compilation Engagements
Apply accounting and financial reporting expertise to assist management in the presentation of financial statements and report in accordance with this standard without undertaking to obtain or provide any assurance that there are no material modifications that should be made to the financial statements in order for them to be in accordance with the applicable financial reporting framework. Financials institutions and lenders usually required compilation from an independent CPA.

Preparation Engagements
Prepare financial statements pursuant to a specified financial reporting framework. Also know as Preparation engagement; No report will be issued for this engagement. Our role is to assist client to prepare their financial statement. This service is recommended when we perform your bookkeeping and accounting services. This is Primarily for your own use.

Our Business consulting services also includes Business Plan preparation, Cash flow statement preparation, budgeting, Training, Personal Financial statement, new business formation, internal control assessment, IRS audit Representation.

New Business Assistance
– Business Structure choice advice
– Business registration in any state
– Enterprise Identification Number application
– Sales Tax certificate application
– Legal publication
– Assistance with opening a business bank Account
– Assistance with getting all insurances for the business
– Business Plan Draft

Most of the small and midsize businesses in the United States of America use QuickBooks for their bookkeeping needs. AB CPA Tax & Advisory is QuickBooks online pro adviser and provides the following: Set up, Bookkeeping, training and unlimited assistance for you and your staff. The training can be done in our office, in your office or remotely. The choice is yours. Initial set up or transferring from another Accountant/System is easy. Just give us a call.

QuickBooks give you visibility of your financial situation, it helps prepare your Profit and loss of the year for you to see if the business is profitable or where decision have to be made in order to achieve targeted objectives. The balance sheet report also will help you assess the business Assets, the liability of the business and see some investment are needed or borrowing from banks or investors is the way to go and grow your business. So many customizable reports are available in QuickBooks.
QuickBooks comes with different packages; we will choose the best option for your business structures.

Please call us now for a free consultation.

Get Your Free Consultation

Please feel free to contact us with any questions, comments, or suggestions you may have – we’d love to hear from you. We pride ourselves on being proactive and responsive to our client’s inquiries and suggestions. The best thing you can do right now is to call.

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