A FULL SERVICE CPA FIRM

Expertise to help you rest at ease

BASED IN HOUSTON, TEXAS | SERVING CLIENTS THROUGHOUT THE U.S. AND ABROAD

Delancy CPA provides accounting, tax, and advisory services to individuals and businesses in the United States and abroad. Our firm specializes in international taxation and CFO advisory solutions, using strategic accounting and tax planning to help small to midsize businesses thrive.

Se habla Español e Se fala Portugûes.

OUR SERVICES

ACCOUNTING & BOOKKEEPING

Obtain timely, auditable, actionable, and accurate financial reports & records.

TAXES

We offer strategic tax planning solutions that are customized for our clients’ needs and that save money.  Whether international or domestic, we’ve got you covered.

ADVISORY

CFO & Controller Services reveal insights into your financial operations so that you can effectively make financial decisions.

Our Values

We are committed to honesty and doing what’s in the best interest of the client and not promoting a service for the sake of our bottom line.  We are honored to have the privilege to direct your financial affairs and approach the relationship with the principle of stewardship as your fiduciary. With that said, let’s save you AS MUCH AS POSSIBLE within the legal limits.

Integrity, Honor, and Trust

Providing exceptional client service and convenience is of utmost importance to us - we are dedicated to alleviating your stress and worry.

Communication – we believe that the value of our service is maximized by frequent communication and contact.  We are focused on meeting with our clients and providing insightful analysis into their financial performance and tax strategy. Therefore, we meet with our clients frequently and strive to respond to communication within 24 hours.

Technology – We are committed to using and integrating advanced technology to deliver better service at an affordable price, adding more value to our clients. As a firm that serves many clients virtually and internationally, we embrace technology and its advantages.

Our Easy Process

1

Initial strategy session

It is FREE!

2

Engagement Letter

Details the scope of our services and the related fixed fee quote.

3

Create an account

4

It’s fast and easy.

Data Gathering & Preparation

You provide docs through our secure portal.

5

Completion & Review

Sit back and relax while our expertise works for you.

Our Pricing

Flexible plans for your unique business needs

Standard

for a solopreneur

$300-$900/monthly

Filled check mark

2 connected accounts

Filled check mark

Month-end close reporting

Filled check mark

Payroll management

Filled check mark

Quarterly tax estimates

Filled check mark

Strategic tax planning

Filled check mark

Annual tax prep & filing for 1 business and 1 personal returns

Get started

Pro

for a small business

$900-$1,400/monthly

Filled check mark

up to 5 connected accounts

Filled check mark

Month-end close reporting

Filled check mark

Payroll management

Filled check mark

Quarterly tax estimates

Filled check mark

Strategic tax planning

Filled check mark

Annual tax prep & filing for 1 business and 1 personal returns

Get started

Enterprise

for a scaling business

$1,400+/monthly

Filled check mark

Unlimited connected accounts

Filled check mark

Month-end close reporting

Filled check mark

Payroll management

Filled check mark

Quarterly tax estimates

Filled check mark

Strategic tax planning

Filled check mark

Annual tax prep & filing for 1 business and 1 personal returns

Get started