01
Tax preparation & planning
From individual tax returns to complex business tax strategies, we help you address compliance and tax planning needs.
- Individual tax returns
- Business tax returns
- Tax planning & consulting
- State & local tax compliance
Peveto Family Office
The whole picture, clearly considered.
Tax, accounting, and financial guidance for the questions that deserve a thoughtful answer.
Talk with Paul PevetoPaul Peveto · CPA
(409) 781-7740
A CPA relationship built around clarity
Bring the moving pieces into one organized conversation.
From routine accounting needs to complex financial decisions, Peveto Family Office provides comprehensive and personalized CPA services for individuals and businesses.
Areas of support
A clear place to start.
02
Bookkeeping & payroll services
Maintain accurate financial records and streamline payroll processes while keeping the day-to-day accounting work organized.
- Monthly & quarterly bookkeeping
- Payroll processing & reporting
- Accounts payable & receivable
- Financial data entry & reconciliation
03
Financial statement preparation
Expertly prepared financial statements provide the information needed for decision-making, lending, and investor relations.
- Compilations
- Reviews
- Agreed-upon procedures
- Custom financial reports
04
Business consulting & advisory
Strategic financial guidance for business owners working through planning, operations, and growth decisions.
- Business entity selection
- Financial forecasting & budgeting
- Cash flow management
- Mergers & acquisitions support
05
Estate & trust planning
Thoughtful accounting and planning support for estate, trust, gift, and succession matters.
- Estate tax planning
- Trust accounting & administration
- Gift tax returns
- Succession planning
06
IRS representation
Professional guidance for IRS audits, disputes, liens, levies, offers in compromise, and penalty-abatement matters.
- Audit representation
- Tax lien & levy resolution
- Offer in compromise
- Penalty abatement
Start the conversation
Let’s discuss the question in front of you.
Contact Peveto Family Office to discuss how its CPA services can support you or your business.