Tax Strategy & Planning for Entrepreneurs with Growing Businesses
Ever wondered if you could pay less in taxes? Let us show you how.
✓ Warm and welcoming service
✓ Experienced tax professionals
✓ Clear communication
Problem: you're paying too much in taxes
Most CPAs are focused on compliance, not strategy
Most CPAs are box-fillers, and are scared to get creative
So, no one's looking out for you
No one is doing your return like it's their mom's return
We reimagine tax preparation
We focus on strategies that will optimize your tax savings
Where others see dead-ends, we see opportunities
We develop relationships so our recommendations line up with your goals
We help you understand the tax implications of your decisions before you make them
Bean wondering how much it costs?
Your needs are unique. We give you options based on how complex or simple your needs are.
Middle-bean
Prep, File, Support
starts at $2500
For the growing single business owner who wants to lay the foundation right the first time, to avoid crazy tax situations down the line, and wants to implement savvy tax strategies early to avoid paying more than necessary as the business grows.
The Big ‘ole Bean
We'll take care of all of it
starts at $4500
For the larger business owner, or the business owner managing multiple entities, portfolios, royalties, and investments. Get guidance from an expert who can see the entire picture and bring it all together to optimize tax savings.
Beansprout
Prep and File Only
starts at $595
For individuals and lifestyle business owners who are happy doing their craft without big growth. We'll prep and file your 1040 return, with an hour of annual consultation. Audit not included, but simple IRS correspondence is included.
How It Works
1
Book your initial appointment: We'll send you a confirmation email with meeting details
2
Gather and submit your documents: You will receive a list of documents you'll need to gather, so we can get to know you and begin building your custom strategy
3
Enjoy your tax savings: The average client experiences a 5-digit savings per year, compared to previous years
ABOUT CLO
Hi! I’m Catherine, the founder of CLO CPA and Farm + Ag CPA.
I got my roots in the accounting space as the Controller for a cowboy boot company called Twisted X Boots. In love with the smell of numbers and high on leather, I took care of everything from the bookkeeping on up to the budgeting, banking, and forecasting for this $25M company.
After life twisted and turned, I found myself owning 3 accounting firms here in South Texas, which I combined to create CLO CPA.
Where a handshake is more important than a ream of legalese, CLO CPA offers the highest level of service to business owners and entrepreneurs, whether they look forward to creating new big things tomorrow or prefer things to be like they were yesterday.
There’s nothing we love more than supporting our neighbors: to pay less than they might otherwise in taxes, to get guidance and expertise they won’t get elsewhere, to feel relief that we can handle your IRS letters – no problem – and to treat clients like the friends and family that they are.