Cas CPA LLC

Cas CPA LLC is a certified public accounting firm in McAllen, Texas, whose team combines tax work with longer-range financial planning for business owners. It serves companies across the Rio Grande Valley and elsewhere in Texas, and also clients doing business in the United States from Mexico and other countries.

Services

• Tax planning and preparation: business and personal returns, with planning to reduce liabilities, including state and local tax.
• Accounting and bookkeeping: maintaining books and the general ledger, sales tax reports, budgets and reporting.
• Business advisory: help with cash flow, forecasting, cost cutting, raising capital, mergers and acquisitions and retirement planning.
• Outsourced CFO role: ongoing year-round financial guidance for owners.
• QuickBooks training: teaching clients and their bookkeepers to use the software properly.

Who it serves

Its clients include Rio Grande Valley firms in healthcare, manufacturing, retail, technology, insurance, transportation, construction, agriculture and real estate, plus some non-profits.

Key facts

• Based in: McAllen, Texas
• Founded: core firm dates from 1949
• Team: certified public accountants and degreed accountants
• Billing: monthly billing based on an annual estimate