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San Felipe
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San Felipe
Showing 1 to 5 of 5 CPAs in San Felipe, Texas
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Gerard M. Conrad
Certified Public Accountant
Verified Licensed
Location San Felipe, Texas 77473
Located in San Felipe, Texas, Gerard M. Conrad is a certified public accountant (CPA) offering a range of accounting services to clients in various business structures and individual capacities. With more than 15 years of experience, Conrad specializes in providing bookkeeping and financial statement compilation, tax planning and consulting, and financial planning services to meet the diverse needs of his clients. His expertise spans various industries, including S-Corps, partnerships, and LLCs, as well as individuals and families, ensuring a comprehensive understanding of their financial situations.
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John M. Mortenson
Certified Public Accountant
Verified Licensed
Location San Felipe, Texas 77473
John M. Mortenson is a certified public accountant (CPA) based in San Felipe, Texas, with over 15 years of experience in general accounting and advisory services. His specialization in individual tax services and tax compliance allows him to help small and medium-sized businesses, as well as family-owned enterprises, navigate complex tax regulations. Mr. Mortenson's expertise encompasses basic accounting services, including financial statement preparation and budget development, to help clients achieve fiscal stability and growth.
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Patricia Altomonte
Certified Public Accountant
Verified Licensed
Location San Felipe, Texas 77473
Patricia Altomonte is a certified public accountant (CPA) based in San Felipe, Texas. With over 12 years of experience providing accounting services to small and medium-sized businesses, entrepreneurs, and startups, she specializes in basic accounting services, business tax services, and financial planning. Her practice focuses on providing personalized support for clients navigating the complexities of tax compliance, including retirement account tax reporting and bookkeeping services that result in accurate and timely financial statement compilations. Altomonte's expertise helps clients make informed financial decisions, ensuring their businesses are well-positioned for long-term growth and success.
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Mark H. Sternberg
Certified Public Accountant
Verified Licensed
Location San Felipe, Texas 77473
Practicing in San Felipe, Texas, Mark H. Sternberg is a certified public accountant with extensive experience serving clients since 2000. His expertise spans individual and business tax return preparation, including complex filings for various business structures, such as S-Corps, partnerships, and LLCs, as well as family-owned enterprises. Mark Sternberg provides a range of specialized services, including basic accounting, small business accounting, and business tax services, with a focus on ensuring accurate and compliant tax reporting for retirement accounts.
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Karen D. Veary
Certified Public Accountant
Verified Licensed
Location San Felipe, Texas 77473
Karen D. Veary is a certified public accountant (CPA) based in San Felipe, Texas, with over 15 years of experience in providing accounting services. Her areas of specialization include basic accounting services, financial planning, and small business accounting, serving diverse clients such as entrepreneurs and startups, as well as individuals and families. Veary's specific expertise includes bookkeeping and financial statement compilation, as well as sales tax compliance, helping clients meet their tax obligations.

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.