Alex Sears CPA LLC — CPA Firm in Katy, Texas
AL
Verified Firm
Free Consultation
Online Booking
Free Consultation: Free 30-minute initial consultation available via video or phone. Used to assess service fit, review the client's current situation, and outline an onboarding plan. Onboarding typically takes 2–3 weeks after engagement.
Specialties
Business Planning & Advisory Services
The business advisory service at Alex Sears CPA LLC translates clean accounting data into actionable decisions...
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S-Corporation Tax Services
S-corporation compliance is a core specialty at Alex Sears CPA LLC. Alex advises business owners on S-corp ele...
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Consulting Services
Alex Sears CPA LLC takes on project-based consulting engagements for owners and finance teams who need a defin...
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Individual Tax Preparation
Alex Sears CPA LLC prepares federal and state individual income tax returns for high-income earners, dual-inco...
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Small Business Tax Preparation
Alex Sears CPA LLC prepares federal and state business tax returns for S-Corporations (Form 1120-S), partnersh...
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Tax Planning and Strategy
Tax planning at Alex Sears CPA LLC is a year-round discipline, not a retroactive exercise after December 31. A...
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Bookkeeping and Accounting
Alex Sears CPA LLC handles full-cycle monthly bookkeeping for small businesses nationwide, including monthly c...
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TaxDome Implementation
Alex Sears CPA LLC offers a specialized TaxDome implementation service for accounting firms and solo practitio...
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Industry Expertise
S-Corporation Tax Planning and Compliance
Business owners operating through S-corporations represent a significant portion of Alex Sears CPA LLC's clien...
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Solo Entrepreneur and Freelancer Tax Services
Independent contractors, consultants, freelancers, and 1099 workers nationwide work with Alex Sears CPA LLC to...
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Family-Owned Business Accounting and Tax Planning
Family-owned businesses — where the owners, their spouses, and sometimes their children are all involved in op...
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Real Estate Investment and Property Management Accounting
Real estate investors — from those with a single rental property to active investors managing multiple residen...
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Small Business Owners
Small business owners are the primary client base at Alex Sears CPA LLC — specifically owner-operators running...
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High-Income Earners
High-income households — dual-income professionals, W-2 employees with significant equity compensation, and bu...
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Languages Spoken
English
Locations
About Alex Sears CPA LLC
Alex Sears CPA LLC is a boutique CPA firm headquartered in Katy, Texas — serving small businesses and high-income households nationwide with accounting, tax, and advisory services. Founded in 2016 by Alex Sears, a licensed Texas CPA, the firm operates as a lean, technology-enabled practice that handles monthly bookkeeping, payroll, federal and multi-state tax preparation, business advisory, and financial planning from a single point of contact. Unlike large regional firms that route clients through rotating staff, Alex Sears CPA LLC delivers direct, consistent access to the principal on every engagement.
The firm's geographic reach extends across all 50 states through video consultation, a secure client portal for document management, and e-signature workflows — making distance no barrier for businesses and individuals who want a CPA that treats their finances as a year-round priority rather than a once-a-year filing exercise. Quarterly check-ins are standard practice, not an upsell, keeping clients ahead of estimated tax deadlines and eliminating April surprises.
Alex Sears CPA LLC is especially well-suited for owner-operated businesses navigating the complexity of S-corporation compliance, owner compensation structuring, real estate tax planning, and equity compensation (RSU/ESPP) strategy. For accounting firms and solo practitioners, Alex also offers specialized TaxDome implementation services — setting up, customizing, and documenting workflow templates so other CPAs can operate more efficiently. Rated 5.0 stars on Google, the firm has built its reputation on clarity, responsiveness, and tax strategies that are built into the plan from day one.
The firm's geographic reach extends across all 50 states through video consultation, a secure client portal for document management, and e-signature workflows — making distance no barrier for businesses and individuals who want a CPA that treats their finances as a year-round priority rather than a once-a-year filing exercise. Quarterly check-ins are standard practice, not an upsell, keeping clients ahead of estimated tax deadlines and eliminating April surprises.
Alex Sears CPA LLC is especially well-suited for owner-operated businesses navigating the complexity of S-corporation compliance, owner compensation structuring, real estate tax planning, and equity compensation (RSU/ESPP) strategy. For accounting firms and solo practitioners, Alex also offers specialized TaxDome implementation services — setting up, customizing, and documenting workflow templates so other CPAs can operate more efficiently. Rated 5.0 stars on Google, the firm has built its reputation on clarity, responsiveness, and tax strategies that are built into the plan from day one.
Frequently Asked Questions
Alex Sears CPA LLC is headquartered in Katy, Texas — in the greater Houston area. The firm serves clients in-person for Houston-area businesses and via video consultation nationwide, across all 50 states. A secure client portal and e-signature capabilities mean geography is no barrier to working together.
Alex Sears CPA LLC offers accounting and bookkeeping (monthly close, payroll, AP/AR), tax preparation and planning (federal, state, multi-state), business advisory (entity structure, cash-flow planning, owner compensation strategy), consulting (systems setup, software migrations, due diligence), financial planning (retirement, RSU strategy, real estate, estate planning), and TaxDome implementation services for accounting firms. A free 30-minute initial consultation is available to determine the right service fit.
Yes. Alex Sears CPA LLC offers a free 30-minute initial consultation via phone or video. The call is used to understand the client's current situation, identify priorities, and outline a proposed engagement and onboarding plan. Onboarding typically takes 2–3 weeks after an engagement is confirmed.
Yes. S-corporation compliance is a core specialty of the firm. Alex handles S-corp election analysis and timing, reasonable compensation (W-2 salary) structuring and documentation, quarterly payroll tax filings, annual Form 1120-S preparation, K-1 packages, and year-over-year shareholder basis tracking. The firm's blog includes detailed resources on S-corp reasonable compensation and basis management, reflecting the depth of expertise in this area.
Yes. Alex Sears CPA LLC regularly prepares multi-state individual and business tax returns for clients with nexus in multiple states — including Texas residents earning income in other states, remote workers with income-tax obligations in their employer's state, and businesses with operations across multiple jurisdictions. State nexus analysis and apportionment planning are included for business clients to avoid both under-filing and overpaying state income tax.
Yes. Alex Sears CPA LLC offers tax-aware financial planning covering retirement (contributions, Roth conversions, Social Security strategy, withdrawal sequencing), estate and legacy planning, investment tax efficiency (asset location, capital gains, RSU and ESPP strategy), insurance and risk review, education funding (529 plans), and business owner planning (compensation structure, retirement plan selection, succession). Importantly, the firm does not manage investment portfolios or sell insurance products — all recommendations are independent and conflict-free.
Alex Sears CPA LLC offers a project-based TaxDome implementation service for accounting firms and solo practitioners. Services include setup and customization of TaxDome workflow templates (including Marketplace templates), client portal configuration, organizer and questionnaire setup, task and pipeline configuration, testing, and operating documentation. Alex also helps firms clean up existing TaxDome setups that are over-complicated or misconfigured. This service is scoped as a flat-fee project after a discovery call.
Yes. Alex Sears CPA LLC serves real estate investors with Schedule E rental income reporting, depreciation scheduling, 1031 exchange planning and compliance, passive activity loss rules analysis, short-term rental tax treatment, and entity structure review. For investors who also run a business, Alex coordinates the full picture — business income, rental income, and personal taxes — to minimize overall tax liability.
Alex Sears CPA LLC is available Monday through Friday, 8am to 6pm Central Time. Email inquiries receive a same-day or next-business-day response. After-hours and weekend requests are handled on the next business day. Video and in-person consultations are scheduled through the firm's online booking system.
The firm uses a secure client portal for document upload and sharing, video meetings for consultations and planning sessions, and e-signature capabilities for engagement letters and authorization forms. This technology stack enables full-service CPA relationships with clients across all 50 states without requiring in-person meetings — though in-person meetings are available for Houston-area clients in Katy and surrounding communities.
The first step is a free 30-minute consultation — available via the firm's website at alexsearscpa.com. During the call, Alex will review your current situation, identify the right services for your needs, and outline a proposed engagement and timeline. Onboarding for ongoing services typically takes 2–3 weeks and includes access to the client portal, document collection, and an initial review of prior-year financials or tax returns.
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