Business Details
50+ Years
experience
Trusted Accounting & Tax Advisory Services in McAllen, TX
At CAS CPA, we transcend traditional accounting by focusing on long-term financial strategies tailored to each client's unique needs. With a legacy dating back to 1949, our team of Certified Public Accountants and degreed professionals delivers comprehensive services including tax planning, business advisory, and financial management. We specialize in serving diverse industries such as healthcare, manufacturing, real estate, and international commerce, leveraging technology to optimize efficiency for both our firm and clients. Our approach emphasizes proactive planning to minimize tax liabilities, improve cash flow, and align financial decisions with personal and business goals.By maintaining continuous engagement throughout the year, we act as a Concierge CFO, providing strategic guidance that extends beyond annual tax compliance. Our commitment to personalized service is reflected in monthly billing structures, complimentary consultations, and tailored training for clients using QuickBooks. With deep roots in the Rio Grande Valley and a forward-thinking mindset, we combine decades of expertise with modern solutions to help businesses and individuals achieve lasting financial success.
Services
Accounting Services
Tax Preparation
Business Advisory
Financial Planning
Tax Planning
Details
- Year established: 1949
Highlights and features
- We offer certified CPAs with industry-specific expertise across 10+ sectors
- Our team provides year-round financial guidance, not just annual tax compliance
- We implement technology-driven solutions to optimize accounting workflows
- Monthly billing structure eliminates unpredictable hourly charges
- Complimentary 45-minute consultation to develop personalized financial strategies
Services
Accounting Services
Our accounting services include maintaining general ledgers, preparing financial statements, managing accounts payable, and creating budget reports. We specialize in QuickBooks optimization, providing accurate financial records that support informed business decisions while ensuring compliance with regulatory requirements.
Tax Preparation
We handle individual, partnership, corporate, and international tax preparation with strategic planning to minimize liabilities. Our services cover estate and trust taxation, state/local filings, and complex cross-border compliance, ensuring accurate submissions while maximizing available deductions and credits.
Business Advisory
Our advisory services focus on financial planning, cash flow management, and succession strategies. We help businesses optimize operations through internal controls assessment, loan reviews, and merger/acquisition analysis, providing actionable insights to enhance profitability and long-term sustainability.
Financial Planning
We develop comprehensive financial plans addressing retirement strategies, investment optimization, and risk management. Our approach integrates tax implications with life goals, offering tailored guidance for business owners and high-net-worth individuals across multiple jurisdictions.
Tax Planning
Our proactive tax planning identifies year-round opportunities to reduce liabilities through cost segregation, international structuring, and compliance optimization. We help clients implement strategies that align with both current regulations and long-term business objectives while maintaining full regulatory compliance.
People
Blanca E. Chavez
Senior Accountant, Partner
With decades of experience in public accounting, Blanca specializes in tax compliance and business advisory services for healthcare and manufacturing sectors, combining technical expertise with strategic financial guidance.
Brianda Gutierrez
CPA, Partner
Brianda focuses on international tax planning and cross-border compliance, leveraging her expertise to help multinational clients navigate complex regulatory environments while optimizing their financial operations.
James A. Ibarra
Partner
James provides strategic business advisory services with emphasis on cash flow optimization and succession planning, drawing from extensive experience working with family-owned businesses in the Rio Grande Valley.
Mark D. Curry
CPA, Senior Accountant
Mark specializes in corporate tax strategy and financial reporting, offering clients in-depth analysis of tax implications for business expansions and capital investments across multiple industries.
Alejandra Gonzalez
Firm Controller
Alejandra oversees internal financial operations and client accounting processes, ensuring efficient service delivery while maintaining strict compliance with professional standards and regulatory requirements.
Questions
What accounting services do you offer for small businesses?
We provide complete accounting solutions including bookkeeping, financial statement preparation, payroll processing, and QuickBooks support tailored to small business needs.
Do you handle international tax compliance?
Yes, we specialize in cross-border tax planning and compliance for businesses operating between the US, Mexico, and other countries.
How do your business advisory services work?
Our advisory services focus on financial planning, cash flow analysis, and strategic decision-making support to help businesses achieve long-term growth objectives.
What tax planning strategies do you recommend?
We implement cost segregation, international structuring, and year-round tax strategies to minimize liabilities while maintaining full compliance with evolving regulations.
Can you help with QuickBooks implementation?
Yes, we provide QuickBooks setup, training, and optimization services to help businesses maximize their accounting software's capabilities.
What industries do you specialize in?
We serve healthcare, manufacturing, real estate, construction, agriculture, technology, and nonprofit organizations with industry-specific expertise.
