Houston Tax & Accounting Services
Beri CPA LLC provides professional tax preparation, accounting, bookkeeping, tax planning, and consulting services for individuals and businesses throughout the Houston area. We combine personalized attention with practical financial guidance to help clients stay organized, plan ahead, and make informed decisions.
A CPA Who Takes the Time to Understand Your Needs
Taxes and accounting are rarely one-size-fits-all. Shashank Beri works with individuals and business owners to understand their financial situation, answer questions clearly, and provide practical solutions based on their specific needs.
Clients consistently mention Shashank's responsiveness, attention to detail, clear explanations, and ability to make complicated tax and accounting matters easier to manage. That personal approach is at the center of how Beri CPA serves its clients.
From annual tax preparation to ongoing business accounting and planning, Beri CPA provides year-round support when financial questions and important decisions arise.
Tax, Accounting & Business Services
Professional support for individuals, families, businesses, and business owners throughout the Houston area.
Business Taxes
Business tax preparation and planning designed to keep your company compliant, organized, and prepared throughout the year.
Personal Taxes
Individual income tax preparation with careful attention to accuracy, changing tax requirements, and your personal situation.
Tax Planning
Forward-looking strategies that help identify tax opportunities, prepare for upcoming obligations, and reduce unwanted surprises.
Bookkeeping & Accounting
Reliable books and financial information to help business owners understand their numbers and make informed financial decisions.
Business Consulting
Practical financial and accounting guidance for business decisions, planning, operations, and continued growth.
IRS Representation & Resolution
Professional assistance with IRS matters, questions, notices, and tax issues that require experienced guidance and representation.
Ready to Talk About Your Tax or Accounting Needs?
Schedule a 30-minute conversation or call our Houston office today.
Trusted by Houston Individuals & Businesses
Frequently Asked Questions
Common questions individuals and business owners ask when choosing a CPA and planning for taxes, accounting, and financial decisions.
What is the advantage of working with a CPA instead of a regular tax preparer?
A CPA can help with more than preparing and filing a return. CPAs have extensive education, examination, licensing, and continuing education requirements and can provide broader guidance involving tax planning, accounting, business decisions, and complex tax matters. For clients whose finances extend beyond a simple annual return, that broader perspective can be especially valuable.
When should I start tax planning instead of waiting until tax season?
Tax planning is most useful before the year is over, while there is still time to make decisions that may affect the final tax result. Business changes, estimated payments, major purchases, investments, retirement contributions, and changes in income are all reasons to speak with a CPA during the year rather than waiting until it is time to prepare the return.
Can one CPA handle both my business taxes and my personal tax return?
Yes, and for many business owners it can be beneficial to have the same CPA understand both sides of the financial picture. Business income, estimated taxes, entity structure, retirement planning, deductions, and other decisions can affect the owner's personal tax situation. Coordinating the two can make planning more effective and reduce surprises.
What records should I have ready when meeting with a CPA about my taxes?
The documents depend on your situation, but commonly include W-2s, 1099s, records of business or self-employment income, investment statements, mortgage and property-tax information, deductible expenses, estimated tax payments, and a copy of your prior-year return. Business owners may also need current bookkeeping records, financial statements, payroll information, and other company records.
What should I do if I receive an IRS notice or discover a problem with a prior tax return?
Do not ignore the notice or assume that the amount shown is necessarily correct. Keep the entire notice, note any response deadline, and gather the tax return and supporting records involved. A CPA can review the issue, explain what the IRS is requesting, determine whether a response or corrected filing is needed, and assist with representation when appropriate.
Can I work with Beri CPA remotely, or do I need to visit the Houston office?
Beri CPA can work with clients remotely as well as through its Houston office. Virtual meetings and electronic document exchange can make tax preparation, planning, bookkeeping, and ongoing accounting support convenient for clients who cannot or prefer not to meet in person.