Bert Kraus, CPA

Bert Kraus, CPA has served clients in Laredo, Texas, for more than four decades. The practice was started by Bert Kraus's mother, recorded as the city's first female CPA, and he now owns it. Besides being a certified public accountant, he holds licences as a life agent and investment advisor representative.

What Bert Kraus, CPA offers

• Tax planning and filing: returns and planning for individuals and businesses.
• Bookkeeping and accounting: ongoing records, including QuickBooks-based digital accounting.
• New business formation: help setting up a company.
• Investment management: advice through his investment advisor licence.
• Life insurance: cover arranged through his life agent licence.
• Coordinated planning: legal, tax and financial matters handled in one place with other professionals.

Who it works with

The firm focuses on business owners, executives and high-net-worth individuals who want tax and financial affairs organised together.

Key facts

• Based in: Laredo, Texas
• History: family business for more than 40 years
• Memberships: American Institute of CPAs and Texas Society of CPAs
• Licences: CPA, life agent and investment advisor representative