Cas Cpa

At CAS CPA LLC, we strive to be more than just tax preparers. We aim to be your trusted advisors, helping you achieve your long-term financial goals. Our team of certified public accountants and degreed accountants has a wealth of knowledge covering various industries and specialties. We serve local businesses in the Rio Grande Valley, as well as international clients with operations in the United States, Mexico, and other countries.

Our Services

We offer a range of services designed to help our clients achieve their financial goals. These services include:

• Tax Planning and Preparation: Our team will work with you to identify tax-saving opportunities and minimize your tax liabilities. We'll ensure compliance with tax laws and regulations while focusing on long-term financial strategies.
• Business Advisory Services: Our advisors will help you make informed business decisions, providing expert guidance on budgeting, cash flow management, forecasting, cost cuts, optimizing systems, and more.
• Financial Planning: We'll work with you to create a comprehensive financial plan, including strategies for retirement planning, investing, and wealth management.

What Sets Us Apart

At CAS CPA LLC, we take pride in our:

• Commitment to Technology: We use software and apps to optimize our workflow and improve our clients' experience.
• Multi-Disciplinary Team: Our team of certified public accountants and degreed accountants brings diverse experience and expertise to the table.
• Personalized Service: We understand that no two clients are alike, and we approach each client's needs with a personalized touch.
• Firmwide Expertise: Our team members specialize in various industries, ensuring that our clients receive expert guidance tailored to their specific needs.
• Complimentary Consultation: We invite you to schedule a complimentary consultation to discuss your financial goals and concerns with one of our experienced professionals.

Meet Our Team

We're proud to have a team of knowledgeable and dedicated professionals who are dedicated to serving our clients. Our team includes:

• Carol A. Schmitt: CPA, Partner
• Carol A. Schmitt: CPA, Partner
• Blanca E. Chavez: CPA, Senior Accountant
• James A. Ibarra: CPA, Senior Accountant
• Brianda Gutierrez: CPA, Partner
• Mark D. Curry: CPA, Senior Accountant
• Philip J. Lee: CPA, Tax Advisor
• Raul Trevino: Degreed Accountant
• Nallely Barrera: Degreed Accountant
• Bessly Solis: Accounting Staff Professional
• Jeanette Herrera: Client Service Coordinator
• Angelica Rocha: Processes Administrator
• Cristina Rocha: Firm Controller
• Alejandra Gonzalez: Receptionist
• Mary Rocha: Facility Coordinator

Get to Know Us

We're committed to building long-term relationships with our clients. We invite you to schedule a complimentary consultation to discuss your financial goals and concerns with one of our experienced professionals. Together, we'll focus on your concerns, review our services, and outline next steps for your financial well-being.