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Making Your Life (and Business!)

A Lot Less Taxing


FREE CONSULTATION
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Maximize Your Nest Egg 

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Pay Less Tax

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Manage Your Estate

Do you struggle with?

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Paying too much in taxes. because you can’t keep up with changing tax codes?

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The overwhelming and grueling task of bookkeeping, payroll, and reporting?

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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!

Book your free consultation call today!

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!

Andrea M. Ward

Why Work with Us?

  • Tax Preparation Services that Will Have You Doing Cartwheels

    Organizing (and even finding!) all the paperwork that the IRS requires gobbles up precious time.  And let’s face it…most people dread it.  But I’m a little different…I take pride in tracking down the details and making sure everything is in its place!  When it comes time to process W-2’s, receipts, and file the forms, leave it all to us! 


    Discover the advantages of Tax Preparation Services

  • Retirement Planning to Finance Your Dreams

    Retirement planning has come a long way from just “saving money for a rainy day.”  Many people (including accountants!) just choose whatever plan seems to be in vogue at the time. But there are risk management decisions, tax implications, and account fee considerations.  Making decisions that don’t match your unique situation could cost you thousands of dollars!  I have the knowledge and patience to run all the numbers and recommend the choice that suits YOU.


    Learn More about Retirement Planning

  • Estate Planning that Protects Your Legacy

    Like retirement planning, estate planning involves a complicated web of assets, liabilities, and, yes…sometimes volatile family dynamics.  Even the closest family relationships can get strained when money is involved.  (Sadly, I’ve seen it…) Let our 30 years of experience pave the way for reduced taxes AND harmonious family relationships!


    Discover how Estate Planning Services Give You Peace of Mind

  • Win Life’s Game with Wealth Management

    Through our affiliated business-Aligned Wealth Advisors, we offer wealth management services. As successful wealth advisors, we Implement a tailored financial plan utilizing investment strategy, tax saving vehicles, and estate transfer vehicles. Like a puzzle, each piece is a part of the picture. And with wealth planning, each piece makes a legacy plan. It’s the interconnectedness of savings, investments, real estate, insurance, business assets, and more! 


    Discover how a wealth management plan helps you

  • Pay Less to the IRS with Business Tax Planning

    The IRS is never the hero in any movie or book…because it’s always a tale of them taking more than they should.  But here’s the real story:  tax codes are written to help you take legitimate deductions to reduce tax burdens.  But to do so, you have to understand the laws (which change every year!)  I read tax codes like they’re a “who-done-it-thriller” (because they are!) so that I can solve the mysteries of your tax planning.


    Learn how we help clients save thousands of dollars in taxes

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.

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