Paying too much in taxes. because you can’t keep up with changing tax codes?
Maximize Your Nest Egg
Pay Less Tax
Manage Your Estate
Do you struggle with?
The overwhelming and grueling task of bookkeeping, payroll, and reporting?
Knowing the BEST way save tax while you save for retirement?
If so, then our full range of services will make all of your financial concerns much less taxing!
Reach Your Full Potential
True wealth doesn’t exist in a vacuum. Wealth comes from a relationship amongst income, assets, liabilities, investments, and taxes. Creating a comprehensive plan increases and protects your net worth.
Pay Less Tax
It’s often said that the only unavoidable things in life are death and taxes, but that’s not necessarily true! Many tax codes exist to encourage individuals and businesses to invest in themselves and their communities. If you know the tax codes well, you can take advantage of those opportunities!
Manage Your Estate
Many clients, having achieved financial success, have assets that continue to produce revenue. Having a plan for managing your legacy reduces the stress and anxiety amongst your loved ones as well as the amount of taxes going to the IRS as opposed to your family.
Maximize Your Nest Egg
Retirement planning and wealth management, when done correctly, maximizes income and reduces expenses. Choosing the correct legal structure and investments for your unique situation gives you the best return on investment while limiting what you pay to the IRS!
The Andrea Ward Difference
Andrea had no hope of escaping a CPA career.
Even as a kid she took her allowance money, figured out what she wanted to buy, then budgeted around those goals.
And nothing has changed. Except she now helps other people with money management!
Andrea began her career with KPMG, but opted to leave in 1990 to work for a smaller, family owned business.
Having been in public accounting since 1987, Andrea has been licensed as a CPA in Texas since 1989. She graduated Cum Laude with a Bachelors in Business Administration, Major: Accounting, with equivalent minors in Finance and Economics from Texas A&M University. (As any good accountant, she loves what she does immensely and is rewarded when clients find her helpful. She enjoys working the long hours AND likes it when she makes a difference.)
In addition to being a CPA, Andrea is also licensed as a Registered Investment Advisor with New Century Investments and offers investment advisory services.
Andrea “cleanses her accounting palette” by enjoying home decorating and travel…even though she claims not to be very good at home decorating. However, she loves learning about different cultures in her travels to Greece, Europe, and even Orange County. (Ask her about the best surprise in the OC: the best concert ever: Aerosmith!)
She would love to work with you, so give her a call today at
817-238-0100!
Why Work with Us?
Let’s Start Today!
Book a Consultation Call
During our consultation we will strategize about your personal or business finances. I will listen to understand your goals and challenges, and we will outline a strategy for managing your finances.
Choosing Services to Fit Your Goals and Needs
Whether you want help with your personal finances or need comprehensive accounting and tax services for your business, we have a package for you!
Implement the Plan
Now you can focus on running your business! Leave the number crunching to us. We’ll send you the necessary reports and periodically check in to make sure you are on track to meeting your goals!
What Our Clients Are Saying…
"Not only was my tax return prepared in a timely fashion, but they took the time to sit down with me and explain my return in great detail so that I could fully understand my tax return. I believe in leaving this type of work to the professionals and they are just that. Professional, polite, helpful. They’ve got a lifetime client in me."
Tanner R.
"I would absolutely recommend Andrea Ward for CPA services. Not only does she have extensive experience, but she is also well versed in more complex matters. However, what made her stand above others that we have used before is the undivided time and intentionality that she provided to us during our consultation. "
Tara M.
"Andrea is a doll. She helped me greatly understand my tax situation and some future obligations. She was a wealth of much needed information. Lori was great too. This is my 2nd year and I will continue to use Andrea WardTax Services. Keep up the fantastic work!"
Jenny P.
