Your Tax & Advisory Questions
Get clarity on tax prep, planning, and how Romo CPA helps entrepreneurs build lasting wealth.
Tax prep is focused on tax compliance—it’s about accurately filing your tax returns on time.
Tax advisory, on the other hand, is proactive. At Romo CPA, our tax advisory services help entrepreneurs plan ahead, reduce their tax liability, and build long-term wealth. We look at your past returns, current financial goals, and future plans to implement tax strategies that align with your business growth.
Pro tip: Working with a Dallas CPA during the year gives you time to act on tax-saving opportunities before it’s too late.
The best time to hire a tax advisor is as early as possible—ideally before your business launches or begins to scale.
Setting up the right business structure, sales tax systems, and accounting processes early helps avoid costly mistakes. As your business grows, a proactive CPA ensures you're not overpaying in taxes and that you're implementing strategies to support long-term financial success.
Romo CPA helps Dallas entrepreneurs move forward with clarity, not backtrack on avoidable issues.
The U.S. tax code is complex—and that’s exactly where we come in.
We help entrepreneurs reduce taxes by:
With Romo CPA, you're not just reacting at tax time—you’re planning for long-term wealth.
We help entrepreneurs reduce taxes by:
- Aligning your financial goals with custom tax strategies
- Identifying deductions, credits, and savings opportunities
- Optimizing business and entity structures
- Staying up to date on changes in your business throughout the year
With Romo CPA, you're not just reacting at tax time—you’re planning for long-term wealth.
We primarily support service-based businesses and entrepreneurs. Industries we specialize in include:
Whether you’re a startup or scaling, Romo CPA has deep industry insight to support your growth.
- Professional services: marketing agencies, consultants, engineers, architects, financial services
- Medical professionals: dentists, healthcare consultants, private practices
- Home services: roofing, HVAC, plumbing, electrical
- Insurance agencies and real estate investors
Whether you’re a startup or scaling, Romo CPA has deep industry insight to support your growth.
To get the most out of your first meeting with Romo CPA, bring:
We’ll use this information to assess your current standing and start building a proactive plan.
- Your most recent tax return(s)
- Details on all income sources
- Year-to-date and projected business revenue
- Any financial questions, concerns, or goals
We’ll use this information to assess your current standing and start building a proactive plan.
Yes—we provide year-round tax advisory and planning services.
Whether you’re making a major decision (like selling real estate, changing your entity structure, or expanding operations) or want quarterly tax projections, our Dallas CPA team offers ongoing support to help you make confident, informed moves all year long.
Whether you’re making a major decision (like selling real estate, changing your entity structure, or expanding operations) or want quarterly tax projections, our Dallas CPA team offers ongoing support to help you make confident, informed moves all year long.
A Tax Assessment is your first step toward proactive tax planning.
We review your most recent returns, identify tax-saving opportunities, and provide a personalized roadmap to improve your financial structure and reduce your overall liability.
Think of it as the transition from asking last-minute tax questions to implementing smart strategies in advance.
We review your most recent returns, identify tax-saving opportunities, and provide a personalized roadmap to improve your financial structure and reduce your overall liability.
Think of it as the transition from asking last-minute tax questions to implementing smart strategies in advance.
At Romo CPA, we prepare both business and personal income tax returns. This includes common forms such as:
We also handle all supporting schedules, including Schedule C for sole proprietors, rental property reporting, and brokerage schedules to report investment income and capital gains.
Whether you’re an entrepreneur, investor, or business owner, our experienced team ensures your tax filings are accurate, compliant, and optimized for savings.
- Form 1065 (Partnerships)
- Form 1120-S (S Corporations)
- Form 1040 (Individual tax returns)
- Form 1041 (Estates and trusts)
We also handle all supporting schedules, including Schedule C for sole proprietors, rental property reporting, and brokerage schedules to report investment income and capital gains.
Whether you’re an entrepreneur, investor, or business owner, our experienced team ensures your tax filings are accurate, compliant, and optimized for savings.
Yes, we provide gift and estate tax filing as part of our advanced tax planning services. We prepare:
Our founder, Susana, has extensive experience advising high-net-worth individuals and families on wealth transfer strategies. We ensure your gift and estate filings are not only compliant, but also aligned with your long-term legacy goals.
- Form 709 (Gift Tax Return)
- Form 706 (Estate Tax Return)
Our founder, Susana, has extensive experience advising high-net-worth individuals and families on wealth transfer strategies. We ensure your gift and estate filings are not only compliant, but also aligned with your long-term legacy goals.
Yes, we have deep experience in international tax compliance and foreign reporting requirements. We assist clients with complex filings such as:
If you are an investor, business owner, or individual with international ties, Romo CPA can guide you through these specialized requirements with precision and care.
- FBAR (FinCEN Form 114) for foreign bank accounts
- Form 8865 (Foreign partnerships)
- Form 8621 (PFICs)
- Form 926 (Transfers to foreign corporations)
- Form 3520 and 3520-A (Foreign trusts and gifts)
If you are an investor, business owner, or individual with international ties, Romo CPA can guide you through these specialized requirements with precision and care.
Absolutely. Romo CPA provides full support for Texas franchise tax and sales & use tax filings.
Texas has unique requirements, and many business owners don’t realize their LLCs have mandatory annual filings. We help you stay compliant, avoid penalties, and protect your business’s good standing with the state.
Texas has unique requirements, and many business owners don’t realize their LLCs have mandatory annual filings. We help you stay compliant, avoid penalties, and protect your business’s good standing with the state.
Yes—we work with high-income W-2 earners, real estate investors, high-net-worth families, and family offices.
Susana’s experience includes advising over 30 millionaire families and helping clients with estate planning, international tax reporting, and intergenerational wealth transfers. Whether you’re building wealth or preserving it, Romo CPA has the experience to guide you.
Susana’s experience includes advising over 30 millionaire families and helping clients with estate planning, international tax reporting, and intergenerational wealth transfers. Whether you’re building wealth or preserving it, Romo CPA has the experience to guide you.
Romo CPA isn’t just another accounting firm—we’re a modern tax advisory built for entrepreneurs and investors who want more than just compliance.
We combine:
We help ambitious business owners keep more of what they earn—and grow it with confidence.
We combine:
- Strategic tax planning
- Transparent, proactive advice
- High-quality client experience powered by modern tools
- A track record of serving some of the wealthiest families in Texas
We help ambitious business owners keep more of what they earn—and grow it with confidence.