Business Details
Your Trusted Dallas CPA Firm for Accounting and Tax Solutions
Jesus S Romero, CPA PC is a Dallas-based accounting firm dedicated to providing comprehensive financial solutions for small businesses and individuals. With over 15 years of experience, our team of certified professionals offers tailored accounting, tax preparation, and advisory services designed to optimize financial performance and ensure compliance. We specialize in business tax planning, QuickBooks support, payroll processing, and IRS problem resolution, leveraging industry expertise to deliver actionable insights.Our commitment to personalized service and deep understanding of local market dynamics enables clients to make informed decisions and achieve long-term growth. As active members of the American Institute of Certified Public Accountants, we uphold the highest standards of professionalism and integrity in every engagement.
Services
Small Business Accounting
Tax Services
Incorporation
QuickBooks Services
Outsourced Accounting
IRS Problem Resolution
Payroll Services
Individual Finances
Business Tax Preparation
Financial Services for Individuals
Highlights and features
- We have over 15 years of accounting experience serving Dallas businesses.
- Our team includes CPAs with specialized expertise in tax planning and IRS resolution.
- We provide personalized financial guidance tailored to each client's unique needs.
- We offer QuickBooks setup and ongoing support services for small businesses.
- We are active members of the American Institute of Certified Public Accountants.
Associations and certifications
- American Institute of Certified Public Accountants
- Texas Society of Certified Public Accountants
What people say
Trusted financial advice
Experienced CPAs
IRS problem resolution
QuickBooks experts
Personalized guidance
Services
Small Business Accounting
Our small business accounting services provide comprehensive financial management solutions tailored to Dallas-area companies. We handle bookkeeping, financial statements, cash flow analysis, and tax planning to help businesses maintain compliance and optimize profitability. With personalized attention and industry-specific expertise, we ensure accurate financial reporting and strategic guidance to support growth and operational efficiency.
Tax Services
We offer complete tax preparation and planning services for businesses and individuals. Our Dallas CPAs stay current with tax law changes to maximize deductions, reduce liabilities, and ensure compliance. From business tax returns to individual filings and IRS audit representation, we deliver accurate, timely solutions that protect clients' financial interests and minimize tax burdens.
IRS Problem Resolution
Our IRS problem resolution services help clients address tax debt, liens, levies, and audits. We negotiate payment plans, reduce penalties, and file back taxes while representing clients in all communications with the IRS. With proven strategies and professional advocacy, we work to resolve tax issues efficiently and restore financial stability for Dallas businesses and individuals.
QuickBooks Services
We provide QuickBooks setup, training, and ongoing support to streamline accounting processes for small businesses. Our services include data file cleanup, customized reporting, and integration with financial workflows. By optimizing QuickBooks functionality, we help clients improve accuracy, save time, and maintain organized financial records tailored to their specific business needs.
Payroll Services
Our payroll services handle all aspects of employee compensation for Dallas businesses. We manage tax filings, W-2/1099 preparation, direct deposits, and compliance reporting to ensure timely and accurate payroll processing. By outsourcing payroll to our experienced CPAs, clients reduce administrative burdens, avoid penalties, and maintain proper tax documentation for year-round compliance.
People
Jesse S. Romero
CPA, MBA
Jesse has over 15 years of accounting experience, previously serving as CFO for an internet startup and holding financial roles at major corporations. He specializes in tax planning, business advisory services, and IRS problem resolution while maintaining active CPA certifications and professional affiliations.
Tracy Owens
CPA, MBA
Tracy brings 25 years of industry experience, including global controller roles at Nokia and consulting for major Dallas corporations. Her expertise includes financial reporting, mergers and acquisitions, and process improvement. She currently serves as a part-time instructor for Texas Tech University while providing strategic accounting services to clients.
Questions
What accounting services do you offer for small businesses?
We provide full-service accounting, bookkeeping, financial statements, tax planning, payroll processing, and QuickBooks support tailored to Dallas small businesses.
How can you help with tax planning and preparation?
Our CPAs stay current with tax laws to maximize deductions, reduce liabilities, and ensure compliance for both business and individual tax returns.
Do you handle IRS tax problems?
Yes, we resolve tax debt, liens, levies, and audit representation while negotiating payment plans and penalty reductions for Dallas clients.
What QuickBooks services are available?
We offer software setup, personalized training, data cleanup, and ongoing support to optimize QuickBooks functionality for small business financial management.
Are your services available for individuals?
Yes, we prepare individual tax returns, develop personalized tax strategies, and provide estate and retirement planning guidance for Dallas residents.
