Who We Are: In the beginning...
HistoryIn the beginning, Ivan started as a public accountant at a large international firm and quickly developed a love for accounting and entrepreneurship.
In public accounting, Ivan served entrepreneurs, publicly traded companies, and individuals. Entrepreneurs face unique challenges in that they have big needs and few resources. Further, individuals were focused on end-of-the-year tax compliance, therefore, not taking advantage of tax reduction strategies from year to year. We had seen enough. We started in the spring of 2010 to help businesses and individuals: Save time (by making accounting easier), Lower their taxes (through legitimate tax saving strategies), and Improve their profits (by fanatically focusing on improving the business of our clients). |
How We Are DifferentTechnology: We leverage technology to simplify your accounting and create solutions that are innovative, effective, and efficient.
Entrepreneurial: We are entrepreneurs just like you, and use our mastery of numbers to help your business become better. We give our clients feedback on their business to help them improve their business. Total Solution Approach: Most individuals and businesses need much more than tax preparation services on April 15th. Further, you need an advocate to help you take advantage of tax savings throughout the year and help you make better business decisions. Our advice is always in plain English (we don't expect you to be an expert in financial accounting) to help save you time, lower your taxes, and improve your business. Finally, our agreements are based on reasonable and predictable fixed monthly fees. |
Firm ValuesWe strive to be a great C.P.A. firm:
Convenient: We strive to reduce obstacles to outstanding service. We seek to serve you in a time, place, and manner that makes sense to you - our esteemed client. Proactive: We strive to anticipate your needs and contact you before you contact us with solutions and recommendations to help you save time, reduce your taxes, and improve your business. Accessible: We cannot help our clients if we do not make ourselves accessible to them. We will return your calls, emails, and letters with the highest priority. Meeting with you is not a nuisance to us-its an opportunity to demonstrate our value. |
Ivan Alvarez, MBA, CPA, CMA
Education:
Master of Business Administration, TWU Master of Science in Accounting, UNT Certifications: Certified Public Accountant Certified Management Accountant Experience: Public Accounting Corporate Accounting External Audit Small Business Tax Planning & Preparation Operation Iraqi Freedom Veteran Professional Affiliations: American Institute of Certified Public Accountants Texas Society of Certified Public Accountants |
Evie Alvarez, M. Ed., EA
Education:
Master of Education, UNT Bachelor of Science in Education, Bethel College Certifications: Enrolled Agent (Passed all three parts of the rigorous IRS Enrolled Agent exam on first attempt) Experience: Expert in Individual Tax Preparation and Planning Family Budgeting Personal Financial Make-Overs Practical Accounting Experience |