Andre + Associates, PC

Meet the Trusted Small Business Tax Pros

BY ANNETTE BROOKS | PHOTOS BY SCOTT PEEK PHOTOGRAPHY

Whether you currently own a small business or are starting one, the services of the CPAs and trusted tax professionals at Andre + Associates, PC, are invaluable. Since 1986, this locally owned and operated firm has provided a wide range of services and guidance to clients in Denton and Collin Counties and throughout North Texas.

Aptly described by a client as “a reputable local company that provides big company expertise,” it’s not surprising that most new business comes to Andre + Associates as referrals and by word of mouth.

Over Three Decades of Experience and Expertise

The firm’s 36-year legacy continues with long-time employees and now owners, Melissa Simmons, CPA, EA, CSA, Rachel Lopez, CPA, and Jana Endler, CPA, at the helm. Melissa and Rachel have been with the firm for 33 and 21 years, respectively, and Jana for five years. Possessing extensive knowledge and a strong work ethic, this dynamic trio leads by example. They inspire their team to reach for excellence and provide a level of personalized client service that’s difficult to find these days.

“We take a consultative, collaborative approach in helping our clients achieve their business objectives, their goals as business owners, and keep more of their hard-earned money,” Melissa says.

“Each client and business have unique needs. We spend time to forge a strong, trusting relationship with them and to understand the details and nuances of their business,” Rachel explains.

Full-service Firm

Andre + Associates handles everything from business entity formation, bookkeeping, payroll, and tax returns to complex tax strategy and planning, business compliance, and estate and retirement planning. And as CPAs, they have the professional credentials to represent business clients on tax audits, payment/collection issues, and appeals.

“Working with us gives our clients great peace of mind,” Melissa explains. “It allows the owners to focus on what they do best — running and growing their business, while we focus on what we do best.”

Tax Pros

From professional guidance and insights to helping ensure the appropriate paperwork and information is filed correctly and on time, Andre + Associates takes the guesswork out of tax preparation and reporting.

Rachel, Melissa, and Jana explain that one of the common mistakes business owners make is trying to do it all themselves. In other words, it’s wise to work with tax and accounting professionals upfront and get on the right track to begin with. The Andre + Associates team is equally skilled at transitioning business owners who have done it themselves for a while to managed services.

“Business owners can easily miss out on deductions amounting to thousands of dollars in unclaimed money annually,” Rachel explains. “We also help clients avoid unwanted situations.”

“It’s not uncommon for us to uncover mistakes that have cost a business owner money. We find ways they could have been saving money all along,” Melissa explains.

Small Business Owners Recommend Andre + Associates

Karen, Ray, and LuAnne are just three of the countless small business owners who have benefited from using Andre + Associates over the years.

Karen met Andre + Associates at a business networking group in 2008. “Andre + Associates has great credentials and an excellent reputation in the community. They build a collaborative relationship with you, answering questions and delving into the details to understand your business philosophy.”

Andre + Associates worked with Karen and her husband on taxation strategies — planning two, three, five, and 10 years out — and went through options available to them when they decided to sell their business. Karen adds, “We also had them help us with estate planning, and I still use them for taxes. I trust them implicitly.”

Ray, who has been a client for around 20 years, found Andre + Associates through word of mouth. “They came highly recommended, and I couldn’t be happier with the quality and level of service they provide,” he says. “You can’t find a firm these days that provides the degree of personalized attention they offer.”

He explains that the Andre + Associates team helps keep his business “airtight on audits,” but that’s not all. “They’ve provided great advice when I’ve bought real estate and sold companies,” he says. “I definitely recommend Andre + Associates.”

A loyal client of Andre + Associates client for more than 20 years, LuAnne can’t say enough great things about their consultative approach and best practices. “The team is professional, honest, dependable, trustworthy, and reliable. We have complex books due to the nature of our business and I ask a lot of questions. Some CPAs talk over your head, but they use understandable terms. They also work closely with our investors and have been a lifesaver in helping us avoid tax liabilities.”

Additionally, LuAnne appreciates their remarkably personalized level of service. “You’re not just a number or a ledger to Andre + Associates. You become part of their family of clients. They are my go-to resource for both business and personal services and I highly recommend them to any small business owner.”

Local. Trusted. Experienced.

Let the professionals at Andre + Associates help you and your small business keep more of your hard-earned money and give you peace of mind. Call today to schedule an appointment. Visit AndreCPA.com for more information about the company and its services and to read Melissa, Rachel, and Jana’s impressive bios.

Comprehensive Services Include:

  • Tax-preparation services
  • Tax planning and strategy
  • Business formation
  • QuickBooks setup and reset
  • Payroll services
  • Part-time CFO services
  • Social Security planning
  • Estate and retirement planning
  • Personal tax returns for clients
  • And much more

Contact

4695 West University Drive, Suite 100
McKinney, Texas 75071
(972) 548-1040
AndreCPA.com