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New Waverly
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New Waverly
Showing 1 to 4 of 4 CPAs in New Waverly, Texas
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Candy Lynch
Certified Public Accountant
Verified Licensed
Location New Waverly, Texas 77358
New Waverly, Texas-based CPA Candy Lynch brings over 15 years of accounting experience to her clients, offering expertise in individual and business tax return preparation, as well as sales tax compliance. Specializing in basic accounting services, small business accounting, and financial planning, she works closely with individuals and families, as well as a variety of business structures, including S-corps, partnerships, and LLCs. Lynch's services help clients navigate complex tax laws and financial planning decisions, providing guidance and support to achieve their financial goals.
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Alan Fitzgerald
Certified Public Accountant
Verified Licensed
Location New Waverly, Texas 77358
Alan Fitzgerald is a licensed Certified Public Accountant (CPA) based in New Waverly, Texas, with over 15 years of experience providing accounting services to various business structures and individuals. He specializes in basic accounting services, individual tax services, and small business accounting, offering expertise in financial statement compilation and bookkeeping. Fitzgerald provides customized tax reporting services for retirement accounts, ensuring compliance and optimization of tax benefits.
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Amy Bell
Certified Public Accountant
Verified Licensed
Location New Waverly, Texas 77358
Based in New Waverly, Texas, Amy Bell is a certified public accountant with over 15 years of experience providing financial guidance to a diverse range of clients. Her specialties include offering basic accounting services, small business accounting, and individual tax services, catering to various business structures such as S-Corps, partnerships, and LLCs, as well as individuals and families. She also assists clients with retirement account tax reporting and IRS representation, ensuring accurate and timely compliance with tax regulations.
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Lisa Jacobs
Certified Public Accountant
Verified Licensed
Location New Waverly, Texas 77358
Based in New Waverly, Texas, Lisa Jacobs provides accounting and tax consulting services to individuals and family-owned enterprises. With over 20 years of experience, her expertise encompasses basic accounting services, financial planning, and individual tax services. Her services include retirement account tax reporting and tax planning, which can help clients navigate complex tax laws and optimize their financial situations. Her work focuses on understanding her clients' unique financial needs and goals, providing tailored advice and support for informed decision-making.

Texas's massive CPA market serves the nation's second-largest state with no income tax and extraordinarily diverse economy. The Texas State Board of Public Accountancy requires 150 semester hours for licensure. CPAs must complete 120 hours of continuing professional education every three years, including 4 hours of ethics and minimum technical requirements.

Key Tax Considerations: Texas has no state income tax and no corporate income tax, creating significant advantages for businesses and individuals. CPAs focus on federal tax compliance, sales and use tax, franchise tax (margin tax on gross receipts), and property tax (higher than many states to offset lack of income tax). The favorable tax climate attracts businesses from across the nation, creating opportunities in entity formation, business relocation advisory, and preserving tax advantages through residency planning. Multi-state taxation expertise is valuable as major companies maintain operations both in Texas and other states.

Industry Specializations: Energy (oil, gas, renewables), technology and software (Austin, Dallas), healthcare systems, real estate and construction, manufacturing, financial services, agriculture, logistics and distribution, aerospace, and hospitality are primary focus areas. Houston CPAs often specialize in energy industry accounting, Austin focuses on technology startups and venture capital, Dallas serves corporate headquarters and financial services, and San Antonio emphasizes military contracting and healthcare. The state's size and economic diversity create virtually every type of accounting opportunity imaginable.

For CPA Professionals: The Texas Society of CPAs serves one of the nation's largest professional communities across a vast state. Major markets include Houston (energy, healthcare, international trade), Dallas-Fort Worth (corporate headquarters, finance, technology), Austin (technology, government, startups), San Antonio (military, healthcare, tourism), and numerous secondary markets. Competition is strong in major metros but the continued population and business influx creates expanding opportunities. No income tax benefits practitioners as well as clients, and the diverse economy provides stable demand across business cycles. Lower cost of living than many states (especially compared to coastal markets) offers quality of life advantages, though major cities are becoming more expensive with growth.