Business Details
Your Trusted Partner for Accounting and Tax Solutions in Austin
At Kristy R Cortez, CPA, PC, we bring decades of combined experience in accounting, tax preparation, and financial advisory services to individuals and businesses across Austin, Texas. Our team of certified professionals specializes in delivering tailored solutions for complex financial challenges, including IRS representation, succession planning, and QuickBooks consulting. With a focus on accuracy and compliance, we serve diverse industries such as construction, healthcare, law firms, and restaurants. Our commitment to personalized service ensures clients receive strategic guidance for tax optimization, retirement planning, and business growth.Backed by rigorous training and continuous education, we maintain the highest standards of professionalism while offering transparent communication and ethical financial practices. Whether addressing payroll tax problems or structuring employee benefits plans, our approach combines technical expertise with practical insights to meet each client's unique needs. We pride ourselves on building long-term relationships through reliability, confidentiality, and measurable results that empower financial success.
Services
Tax Preparation
IRS Representation
QuickBooks Consulting
Retirement Planning
Payroll Services
Estate Planning
Financial Projections
Internal Controls
Entity Restructuring
Debt Advising
Details
- Year established: 2025
Highlights and features
- We offer 20+ years of experience in certified public accounting and tax advisory services.
- Our team provides IRS representation and resolution for complex tax issues.
- We deliver industry-specific financial strategies tailored to construction, healthcare, and law firms.
- Our QuickBooks consulting ensures accurate and efficient accounting systems.
- We guarantee personalized service with transparent communication and ethical practices.
What people say
Expert IRS representation
Personalized financial strategies
QuickBooks consulting excellence
Services
Tax Preparation
We provide comprehensive tax preparation services for individuals and businesses, ensuring compliance with federal and state regulations. Our team specializes in resolving complex tax issues, including back taxes and IRS audits. Clients receive strategic advice to minimize liabilities while maximizing refunds through meticulous documentation and up-to-date knowledge of tax code changes.
IRS Representation
Our IRS representation service advocates for clients facing tax disputes, liens, or wage garnishments. Certified professionals negotiate payment plans, offers in compromise, and innocent spouse relief. We handle all communications with tax authorities to protect client interests while resolving delinquent accounts through legally sound strategies and financial transparency.
QuickBooks Consulting
We offer QuickBooks consulting to optimize accounting systems for small and medium businesses. Services include software setup, data migration, and customized training to improve financial tracking. Our solutions enhance accuracy in payroll processing, invoicing, and financial reporting while integrating with existing business workflows for seamless operations.
Retirement Planning
Our retirement planning service creates personalized strategies for long-term financial security. We analyze current assets, projected needs, and tax implications to design investment plans and pension structures. Clients receive guidance on 401(k)s, IRAs, and profit-sharing arrangements to ensure sustainable income during retirement years with tax-efficient distributions.
Business Advisory
We deliver strategic business advisory services covering cash flow analysis, budgeting, and succession planning. Our consultants develop financial projections and internal controls to support growth and risk management. Services include entity restructuring, debt financing strategies, and operational efficiency improvements tailored to industry-specific challenges in sectors like healthcare and construction.
People
Kristy R Cortez
CPA
Kristy R Cortez is a certified public accountant with over 20 years of experience in tax advisory and financial planning. She specializes in IRS resolution cases and QuickBooks optimization for small businesses. Her client-focused approach emphasizes clarity, compliance, and strategic growth solutions.
Questions
What tax services do you offer for individuals?
We provide comprehensive individual tax preparation, retirement planning, and IRS dispute resolution services tailored to your financial situation.
Can you help businesses with QuickBooks setup?
Yes, our QuickBooks consulting includes software setup, customized training, and integration with existing accounting systems for optimal efficiency.
Do you handle IRS tax lien negotiations?
Our team specializes in IRS representation, including lien releases, payment plans, and offers in compromise for tax debt resolution.
What industries do you serve?
We work with construction firms, healthcare providers, law practices, restaurants, and other industries requiring specialized financial solutions.
