image11

Welcome to CAS CPA LLC

We go beyond this year's taxes & focus on long-term financial strategies!

We go beyond this year's taxes & focus on long-term financial strategies!

We go beyond this year's taxes & focus on long-term financial strategies!We go beyond this year's taxes & focus on long-term financial strategies!We go beyond this year's taxes & focus on long-term financial strategies!

Your Trusted ADVISORs

image12

CPA’s are typically focused solely on tax compliance. At CAS CPA LLC we go beyond this year’s taxes and focus on long-term financial strategies.  Through our business tax planning, we help you analyze and plan in areas including budgets, cash flow, forecasting, cost cuts, optimizing systems, raising capital, acquisitions & mergers, retirement planning and most importantly how to limit your liabilities among your companies and investments. We help you minimize your taxes now and for the future to meet your life goals!


CAS CPA LLC is one of the most trusted and experienced CPA Firms in McAllen, serving businesses in the entire Rio Grande Valley from Brownsville, South Padre Island, Harlingen, Weslaco, Edinburg, Mission and throughout Texas.  As a Certified Public Accounting firm, we can provide assistance in all your tax, financial and business affairs to improve your long-term financial well-being. 


What else sets us apart:

It’s a team effort. Our team of Certified Public Accountants and degreed Accountants has a wealth of knowledge covering different industries and specialties. Our clients include local RGV companies in Healthcare, Manufacturing, Retail, Technology, Insurance, Transportation, Construction, Agriculture, Real Estate and some Non-Profits. 


  • We also service international clients with business in the United States, Mexico and other countries.


  • Because we have a good sized team, we are able to keep abreast with the ever changing tax laws that have been increasing in recent years.


  • Instead of having to make one large expense around tax time, we work to estimate what it will take annually to service your account. This allows for monthly billing and to minimize separate hourly billing. 


  • We are not your Grandpa’s CPA! Although our core firm was founded in 1949, we embrace and encourage the use of technology wherever possible. Internally we use software to optimize our workflow and there are apps and software that can help optimize your time to focus on your business. We even help train our clients and their bookkeepers to properly use Quickbooks. 


  • We focus on year-round service. No matter your industry, running your business and managing people is stressful. Your time is valuable and you should concentrate on running it, let us serve as your Concierge CFO


  • We share your vision by looking at your life’s road map and help plan your businesses’ long-term financial well-being to reach your personal and business goals.

OUR SERVICES

image13

Accounting

  • Maintaining Books and General Ledger
  • Pay Vendor Bills
  • Prepare Bank Reconciliations
  • Prepare Sales Tax Reports
  • Prepare Financial Statements
  • Maintain Depreciation Schedules
  • Create Budget and Reports
  • Personal Financial Statement

Business Advisory Services

  • Financial Planning
  • Bankruptcy
  • Succession Planning
  • Business Valuations
  • Loan Reviews
  • Cash Flow Planning
  • Retirement Planning
  • Internal Control

Tax Preparation

  • Individual Tax
  • Partnership Tax
  • Corporate Tax
  • International Tax
  • Non-Profit Tax
  • State & Local Tax
  • Estates & Trusts
  • Tax Planning
  • Divorce
  • Cost Segregation

image14

"Through leadership we propel businesses to achieve their goals and have peace of mind."

Contact Us

Are we a right match for you?

  

We’re not just a tax preparer; we want to be your trusted advisor!

We offer a complimentary consultation to get to know each other and answer any questions you may have regarding your personal and business financial status and goals.

The in house or skype (or other platform) meeting lasts about 45 minutes.


Together we'll focus on:

  • Discussing your concerns and questions
  • Reviewing our services and how we can help you
  • Next steps (documentation needed for our next meeting)

Hours

Open today

08:00 am – 05:00 pm

Subscribe

Sign up to hear from us.