An independent CPA practice. Anywhere in the US.
Practicing since 2016. Headquartered in Katy, Texas, serving small businesses, high-income households, and select nonprofits across the US.
- Texas CPAIssued (current) - verify with TSBPA
- EducationBBA Management - University of Houston, 2007
- ProfessionalAICPA - TSCPA member
- SpecialtiesSmall biz - multi-state - RE
A decade of independent CPA practice.
This practice was started in 2016 to serve small-business owners caught between two unsatisfying options: paying premium rates at large firms for the attention of senior partners they rarely saw, or settling for entry-level service from a high-volume retail tax office.
What we built instead is a small CPA practice where the work is done by a CPA. Every engagement is personally managed by a licensed CPA, returns are reviewed and signed by the same CPA who handled them, and the primary point of contact does not change. By design we work with clients anywhere in the US - through secure portals, video calls, and direct CPA access. Many clients have been with us for five years or longer.
If you are a small-business owner looking for a long-term financial partner, we welcome a conversation about what you are working on.
Three principles.
Plain language
We explain tax and accounting concepts in clear, everyday terms. For complex topics, we take the time to walk through the reasoning.
Direct access
Engagements are managed by Alex Sears, CPA directly. Work is not delegated to junior staff, automated systems, or outsourced teams.
Fixed fees, scoped up front
Engagements are quoted as a flat monthly or project fee, scoped on the initial call. No hourly billing.
Built one referral at a time.
Practice founded
Alex opened an independent CPA practice to serve Katy-area small businesses directly, with the same licensed CPA on every engagement.
Referral-driven growth
The practice grew through client referrals, which remain the primary source of new clients today.
Multi-state expansion
Added multi-state sales tax and consolidated reporting to support clients scaling across Texas and beyond.
Advisory practice
Added a monthly advisory call program for clients who want strategic financial counsel year-round, not just at tax time.
An independent practice with a real office behind it.
Headquartered in Katy, Texas. We serve clients across the country through secure portals, scheduled video calls, and direct access to your CPA - no offshore call center, no rotating account managers.