Your Financial Journey

Where are you in life right now?

Each of our clients is one-of-a-kind, having unique and interesting life stories and with different life goals and financial priorities.

Each client’s situation, financial and tax plan is uniquely individual. No matter where you are in YOUR LIFE’S JOURNEY, your CAS CPA LLC team is here to listen, guide and assist you to arrive safely at your financial destination.

THERE ARE FOUR MAIN STAGES IN LIFE:

Post Education and Early Career Stage
Family and Career Building Stage
Pre-Retirement Stage
The Retirement Stage

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)

CAS CPA LLC

info@cascpa.pro (956) 686-2359

Hours

Open today

09:00 am – 05:00 pm