Business Details
Expert CPA Services for Fort Worth Businesses
We are a Fort Worth-based CPA firm dedicated to empowering small businesses and individuals through comprehensive accounting and tax solutions. With decades of combined experience, our team provides strategic financial advocacy, specializing in healthcare industry accounting and tailored tax planning. Our approach focuses on minimizing liabilities while maximizing profitability through personalized QuickBooks integration, outsourced CFO services, and proactive compliance strategies. As a client-centric practice, we prioritize direct access to senior accountants, industry-specific expertise, and technology-driven efficiencies.Our team's background includes prestigious firms like Ernst & Young, executive financial leadership roles, and specialized certifications in QuickBooks and tax code developments. We maintain active memberships in professional organizations such as the American Institute of CPAs while continuously monitoring legislative changes to optimize our clients' financial outcomes.
Services
Small Business Accounting
New Business Advisor Services
QuickBooks Services
Tax Preparation
Tax Planning
IRS Problem Resolution
Healthcare Accounting
Highlights and features
- We offer CPA-certified expertise with over 30 years of healthcare and small business experience
- Our team includes Certified QuickBooks ProAdvisors for advanced financial technology integration
- We specialize in industry-specific accounting solutions tailored to healthcare providers
- Our proactive tax planning approach identifies savings throughout the entire fiscal year
- Personalized service guarantees direct access to senior accountants for all clients
Associations and certifications
- Certified Public Accountants (CPA)
- American Institute of Certified Public Accountants (AICPA)
- Texas Society of Certified Public Accountants
- QuickBooks ProAdvisor
Services
Small Business Accounting
Our comprehensive accounting services provide small businesses with financial statement preparation, payroll support, and cash flow management. We specialize in outsourced bookkeeping and controller services that adapt to your business's evolving needs. Our certified professionals ensure accurate financial reporting while identifying opportunities for operational improvements and tax savings.
QuickBooks Services
As Certified QuickBooks ProAdvisors, we offer full lifecycle support including software selection, company file setup, and customized reporting. Our team provides training sessions and troubleshooting assistance to maximize software efficiency. We help businesses implement proper accounting systems that grow with their operations while maintaining data integrity and compliance.
Tax Preparation
We prepare federal, state, and local tax returns for individuals and businesses while optimizing deductions and credits. Our services cover corporate, partnership, and nonprofit tax returns with a focus on accuracy and timely submission. We utilize E-file systems for faster processing and maintain expertise in evolving tax regulations to ensure compliance.
Tax Planning
Our proactive tax planning identifies savings opportunities throughout the year rather than just at filing time. We develop customized strategies for business entities and individuals, considering changes in tax law, multi-state requirements, and industry-specific considerations. Services include entity selection analysis and long-term tax liability minimization.
New Business Advisory
We guide new businesses through entity selection, formation, and financial infrastructure setup. Services include business plan development, accounting system implementation, and cash flow projections. Our advisors help entrepreneurs choose optimal business structures while establishing proper bookkeeping systems and payroll processes from inception.
People
Chris S. Green
CPA
1978 Texas Tech graduate with 30+ years experience, including Ernst & Young audit background and CFO roles. Specializes in healthcare accounting and QuickBooks implementation for small businesses.
Sarah P. Morris
Senior Accountant
CPA since 2004 with 20+ years at Chris Green CPA. Focus on payroll tax returns, financial statements, and partnership tax preparation while managing client bookkeeping functions.
Barbra Palmer
Staff Accountant
CPA with 20+ years of public and industry experience. Joined 2014, specializing in tax preparation and financial reporting while providing technical expertise to client engagements.
Erin Cooper
Staff Accountant
QB ProAdvisor with 10+ years QuickBooks experience. Provides bookkeeping, tax preparation, and client support services while focusing on digital client engagement and workflow optimization.
Emma Jane
Team Mascot
Registered Pet Partners therapy dog serving as office mascot since 2014. Provides emotional support during client visits with her calming presence and friendly disposition.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive accounting services including bookkeeping, financial statements, payroll support, outsourced CFO services, business loan assistance, and IRS audit support tailored to small businesses.
Do you specialize in any particular industry?
We specialize in healthcare industry accounting, serving healthcare providers with tailored financial solutions while also supporting general small businesses across various sectors.
How can you help new businesses with formation?
Our new business services include entity selection analysis, business formation assistance, accounting system setup, and cash flow projections to establish strong financial foundations.
Do you offer QuickBooks support?
As Certified QuickBooks ProAdvisors, we offer software selection, company file setup, customized reporting, training, and ongoing technical support for QuickBooks users.
Can you assist with IRS tax problems?
Yes, we help resolve IRS issues including audit representation, back tax filings, payment plans, and compliance solutions tailored to both business and individual taxpayers.
What tax planning services do you provide?
We offer year-round tax planning focusing on business entity optimization, multi-state tax strategies, nonprofit compliance, and proactive savings techniques for individuals and corporations.
