Business Details
Your Trusted Accounting Partner in Schertz, TX
At Barrett Cooper & Associates PC, we have dedicated ourselves to delivering personalized financial guidance to individuals and businesses for over 35 years. Our expertise spans from fundamental tax management and accounting services to advanced financial statements, strategic planning, and business advisory. We prioritize building long-term client relationships, offering tailored solutions to align with both personal and business financial objectives. Our team of certified professionals brings deep industry knowledge, ensuring compliance with evolving tax laws while optimizing financial outcomes. With a focus on proactive advice and strategic tax efficiency, we help clients navigate complex financial landscapes.Our commitment to integrity and client-centric service has established us as a trusted partner in the San Antonio, I-H 35 Corridor, and Austin areas. We specialize in cash flow analysis, entity selection, payroll processing, and retirement plan administration, among other services. Our mission is to account for the past while advising for the future, enabling clients to plan, protect, and prosper. Through continuous evaluation of financial procedures and implementation of innovative strategies, we enhance operational efficiency and client success. Backed by decades of combined experience, we remain dedicated to transparency, ethical standards, and unwavering support for our clients' financial well-being.
Services
Business Advisory
Tax Services
Accounting Services
Bookkeeping
Payroll Services
Highlights and features
- We offer over 35 years of combined experience in accounting and tax services.
- Our team includes Certified Public Accountants with specialized expertise in taxation.
- We provide tailored financial strategies to align with individual and business goals.
- Our proactive advisory approach ensures long-term tax efficiency and compliance.
- We serve clients across San Antonio, the I-H 35 Corridor, and Austin.
Services
Business Advisory
Our Business Advisory services focus on developing long-term strategies to align financial goals with operational success. We provide proactive advice on tax efficiency, entity selection, and cash flow management. Tailored plans help clients navigate complex financial decisions while ensuring compliance with regulatory standards.
Tax Services
We offer comprehensive tax planning and preparation, minimizing liabilities while maximizing compliance. Our expertise includes IRS representation, audit support, and year-round tax strategy adjustments to optimize financial outcomes for individuals and businesses.
Accounting Services
From startups to established enterprises, we deliver accurate financial statements, system setup, and payroll processing. Our services ensure reliable record-keeping and strategic reporting tailored to meet evolving business needs.
Bookkeeping
We streamline daily bookkeeping tasks, including transaction tracking and end-of-year reporting. Our QuickBooks experts provide training and system optimization to maintain precise financial records for informed decision-making.
Payroll Services
Our payroll solutions handle tax filings, wage reporting, and compliance with federal and state regulations. We ensure timely payments and accurate preparation of W-2s, 941s, and other essential forms.
People
Shirley J. Bennett
Co-Owner, Certified Public Accountant
Shirley has over 30 years of experience in general accounting and specializes in taxation. She is a QuickBooks Pro Advisor committed to delivering precise financial solutions.
James Huston
Co-Owner, Certified Public Accountant
James specializes in taxation with 15 years of focused expertise. He provides strategic tax planning and compliance solutions to ensure client financial efficiency.
Carolyn Myers
Accountant
Carolyn brings 40+ years of accounting and auditing experience, ensuring meticulous financial reporting and compliance for business and individual clients.
Kyli Thomas
Staff Accountant
Kyli specializes in tax preparation and advisory services, leveraging her expertise to streamline client tax strategies and regulatory compliance.
April Iruegas
Bookkeeping Manager
April oversees bookkeeping operations, ensuring accurate financial records and system efficiency for clients through tailored accounting software solutions.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial statements, tax planning, and business advisory services tailored to small business needs.
How can you help with tax audits?
Our team offers professional IRS representation, guiding clients through audits with expertise in federal and state tax compliance.
Do you handle payroll tax filings?
Yes, we manage payroll processing, tax filings (including 941s and 940s), and year-end W-2 reporting for businesses.
What areas do you serve?
We serve clients in San Antonio, the I-H 35 Corridor, Austin, and surrounding areas of Texas.
Are you available during tax season?
We offer extended hours during tax season (February 15–April 15) to accommodate client needs.
