Joe Wargo CPA

Joe Wargo CPA is a full-service Certified Public Accounting firm licensed in Texas, dedicated to providing exceptional service to our clients. We understand that each business is unique, and we tailor our approach to meet the specific needs of our clients. Our team of experienced and certified professionals is committed to helping you achieve your financial goals, whether you're a small business owner, an established corporation, or an individual looking for expert tax guidance.

Our dedication to our clients stems from three core values: integrity, responsiveness, and expertise. We believe in building long-lasting relationships based on trust and open communication. When you work with Joe Wargo CPA, you can expect personalized attention, prompt service, and insightful financial advice.

Our Services

We offer a comprehensive suite of services designed to address the diverse financial needs of our clients.

• Tax Preparation: We handle all aspects of tax preparation, from individual income tax returns to complex corporate tax filings. Our expert tax professionals stay abreast of the latest tax laws and regulations to ensure you are maximizing your deductions and minimizing your tax liability. We specialize in resolving tax problems, representing clients before the IRS, and handling back taxes owed.

• Business Services: Our business services encompass a wide range of financial management needs, including business accounting, payroll services, and on-call CFO services. We provide tailored solutions to help streamline your operations, improve financial control, and drive profitability.

• Audits, Reviews, and Compilations: We offer audit, review, and compilation services to ensure the accuracy and reliability of your financial statements. Our independent and objective assessments provide assurance to stakeholders and facilitate informed decision-making.

• Cash Flow Management: We assist you in managing your cash flow effectively, including developing budgeting strategies, forecasting cash needs, and implementing strategies to improve liquidity.

• Bank Financing: We guide you through the process of securing bank financing for your business, preparing financial statements and supporting documentation to increase your chances of loan approval.

• Strategic Planning: We collaborate with you to develop a comprehensive strategic plan that aligns your financial goals with your overall business objectives.

• New Business Formation: We provide guidance and support throughout the process of establishing a new business, including entity selection, registration, and initial setup.

• Non-Profit Organizations:

We specialize in serving non-profit organizations, providing accounting, auditing, and tax services tailored to their unique needs and regulations.

• Internal Controls:

We evaluate and enhance your internal control systems to protect your assets, ensure compliance, and mitigate financial risks.

QuickBooks Services

We are proud QuickBooks ProAdvisors, offering a range of services to help you optimize your use of QuickBooks software.

• QuickBooks Setup: We provide comprehensive QuickBooks setup services, customizing your chart of accounts, integrating bank feeds, and configuring your system to meet your specific requirements.
• QuickBooks Training: Our QuickBooks training programs cater to all skill levels, equipping you with the knowledge and confidence to effectively manage your finances.
• QuickAnswers: Have a quick QuickBooks question? We offer prompt and knowledgeable support to resolve your issues efficiently.

• QuickTune-up: We perform regular QuickBooks tune-ups to ensure optimal performance, identify potential problems, and optimize your financial processes.