Business Details
50+ Years
experience
Your Trusted Accounting Partner in Cleburne, TX
Established in 1964, our firm has built a legacy of integrity and client-focused service in Cleburne, Texas. We specialize in tax preparation, audit services, and financial consulting, combining decades of experience with personalized attention to meet the unique needs of individuals and businesses. Our team of certified professionals, including CPAs with over 50 combined years of expertise, prioritizes transparent communication and long-term relationships.We maintain active involvement in professional peer review programs, ensuring our work meets rigorous industry standards. From payroll tax compliance to estate planning, our comprehensive services empower clients to navigate complex financial landscapes with confidence. Rooted in local community values, we blend traditional accounting excellence with forward-thinking strategies to deliver reliable, tailored solutions.
Services
Tax Preparation
Audit & Review
Financial Consulting
Bookkeeping Services
Payroll Tax Filing
IRS Representation
Retirement Planning
Entity Formation
Billing Services
Estate Planning
Details
- Year established: 1964
Highlights and features
- We offer 50+ years of combined CPA expertise in tax and accounting services
- Our team provides personalized face-to-face consultations for every client
- We maintain AICPA peer review compliance with highest rating achievements
- Comprehensive service portfolio covering tax, audit, and business consulting
- Deep local market knowledge serving Cleburne and surrounding communities
Associations and certifications
- AICPA Peer Review Program
Services
Tax Preparation
We prepare federal and state tax returns for individuals and businesses, incorporating current tax planning strategies. Our team stays updated on legislative changes to ensure compliance while optimizing tax positions. Services include trust, estate, and gift tax preparation.
Audit & Review
Our AICPA peer-reviewed services verify financial statement accuracy for funding purposes. We conduct audits and reviews for profit, non-profit, and government entities, ensuring reliable financial reporting and regulatory compliance.
Financial Consulting
We provide strategic financial guidance for business decisions, including entity formation and retirement planning. Our consulting services evaluate financial situations and develop customized growth strategies for long-term success.
Bookkeeping Services
Monthly financial statement preparation helps businesses track performance and make informed decisions. We offer detailed bookkeeping solutions with personalized financial analysis and recommendations.
Payroll Tax Filing
We manage payroll tax reporting requirements to maintain compliance and business operations. Our services ensure timely filing of accurate forms while handling complex payroll tax regulations.
People
Gary Estes
CPA & Founder
Senior partner with 50+ years experience. Began practice in 1968 after University of Oklahoma education. Specializes in tax strategy and firm leadership.
Melody Armstrong
CPA
Certified public accountant since 1990. Holds BBA in Accounting from University of Texas at Arlington. Focuses on tax compliance and financial reporting.
Justin Earley
CPA
Joined firm in 2009 with advanced accounting credentials. Holds BS in Accounting from UNT and Master of Accountancy from TCU. Specializes in audit services.
Jon Estes
IT Director
Head of Information Technology department. Manages firm's technical infrastructure and digital accounting systems implementation.
Cassie Guthrie
Tax Specialist
Tax professional with 15+ years experience. Joined firm in 2008. Provides expertise in individual and business tax preparation.
Questions
What tax services do you offer for small businesses?
We provide complete tax preparation, payroll tax filing, and strategic tax planning tailored to small business needs.
How do you handle IRS representation?
Our CPAs offer direct IRS representation through written correspondence or in-person meetings to resolve tax issues.
Do you provide financial consulting for retirement planning?
Yes, we offer specialized retirement planning services including asset protection and estate tax strategies.
What accounting services are available for non-profits?
We provide audit, review, and financial statement preparation services specifically designed for non-profit organizations.
How do your billing services help businesses?
We implement customized billing systems to improve cash flow management and accounts receivable tracking.
Can you assist with business entity formation?
Yes, we guide clients through entity selection and formation including LLCs, S-Corps, and C-Corps.
