Business Details
16 Years
experience
Your Trusted CPA Partner for Tax & Accounting Solutions in Fort Worth
Andrea Ward CPA has been delivering expert accounting and tax services in Fort Worth, Texas since 2010. With over 30 years of combined experience in public accounting and investment advisory services, our firm specializes in helping individuals and businesses navigate complex financial landscapes. Our team of certified professionals leverages deep expertise in tax code intricacies, estate planning strategies, and wealth management solutions to help clients optimize their financial outcomes. We maintain rigorous professional standards through continuous education and adherence to CPA licensing requirements.Our approach combines personalized service with data-driven strategies to address each client's unique financial situation. We prioritize transparency in all communications and maintain strict confidentiality for all client matters. Our track record of success includes numerous case studies demonstrating significant tax savings and improved financial planning for clients across various industries. We remain committed to staying at the forefront of accounting practices through ongoing professional development and technology integration.
Services
Tax Preparation
Estate Planning
Accounting Services
Retirement Planning
Business Tax Services
Payroll Services
Investment Advisory
Wealth Management
Bookkeeping
IRS Audit Support
Details
- Year established: 2010
Highlights and features
- 30+ years of combined experience in tax and accounting services
- Proven track record of significant tax savings for clients
- Personalized financial strategies tailored to individual circumstances
- Expertise in complex tax code interpretations and applications
- Comprehensive approach integrating tax, estate, and retirement planning
Associations and certifications
- CPA
What people say
Professional, polite, helpful
Extensive experience
Undivided time and intentionality
Wealth of much needed information
Lifelong client relationship
Services
Tax Preparation
Our tax preparation services combine technical expertise with personalized attention to maximize deductions and minimize liabilities. We handle complex individual and business tax returns, including cryptocurrency transactions and multi-state filings. Our approach ensures compliance while implementing strategic tax-saving opportunities tailored to each client's financial situation.
Estate Planning
We develop comprehensive estate plans to protect assets and ensure smooth wealth transfer. Our services include trust creation, probate avoidance strategies, and tax-efficient inheritance planning. We work closely with clients to create customized solutions that address family dynamics and long-term financial objectives while minimizing estate tax implications.
Accounting Services
Our accounting services provide businesses with accurate financial records and actionable insights. We offer complete bookkeeping solutions, payroll processing, and financial reporting tailored to small businesses. Our systems ensure proper transaction classification and tax compliance while helping clients make informed financial decisions to improve profitability.
Retirement Planning
We create customized retirement plans that balance tax efficiency with growth potential. Our services include retirement account selection, contribution optimization, and distribution strategies. We analyze each client's unique situation to recommend plans that maximize savings while minimizing tax liabilities throughout their retirement years.
Wealth Management
Our wealth management services integrate tax planning, investment strategy, and estate preservation techniques. We develop holistic financial plans that address both immediate needs and long-term goals. Our approach focuses on creating sustainable wealth through strategic asset allocation and tax-efficient investment vehicles tailored to each client's risk tolerance and objectives.
People
Andrea Ward
Principal
Licensed CPA in Texas with 30+ years experience, graduated Cum Laude from Texas A&M University. Former KPMG auditor who founded New Century Partners in 1995 and took over the tax practice in 2010. Specializes in tax optimization and investment advisory services.
Chris Ward
Tax Manager
Licensed CPA in Colorado with blockchain accounting credentials. Former KPMG Denver state tax specialist handling corporate returns and cryptocurrency transactions. Manages federal and state tax projects for business clients.
Kevin Velez
Senior Tax Accountant
BBA graduate from University of Puerto Rico with 6+ years experience. Fluent in English and Spanish, specializes in helping diverse clients understand complex tax matters while offering personalized financial guidance.
Daniel Galvan
Tax Accountant
CSU Fullerton graduate with 20 years of experience in nonprofit accounting and taxation. Expertise spans general ledger management, payroll processing, and comprehensive tax solutions for various business structures.
Paola Martinez
Tax Accountant
Accounting graduate pursuing MBA from Texas A&M Commerce. Brings 10+ years of accounting and 3+ years of tax experience, focusing on business financial optimization and detailed tax compliance solutions.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive accounting services including bookkeeping, payroll processing, financial statement preparation, and tax compliance for small businesses in Fort Worth and surrounding areas.
How can you help reduce my tax burden?
Our tax experts identify legitimate deductions, optimize retirement contributions, and implement strategic restructuring to legally minimize tax liabilities for individuals and businesses.
Do you offer estate planning services?
Yes, we provide estate planning services including trust creation, asset protection strategies, and tax-efficient inheritance planning to preserve family wealth.
What are your office hours?
Our office is open Monday through Friday from 9:00 AM to 5:00 PM, excluding national holidays, with after-hours consultations available by appointment.
How do you handle complex tax situations?
Our team specializes in complex tax matters including cryptocurrency transactions, business restructuring, and multi-state tax compliance with proven success in optimizing outcomes.
