The Traci Taubert, CPA team is here to support you. We offer a range of small business and individual accounting services, as well as tax planning and preparation in Leander. Our goal is to help you achieve greater financial wellbeing. We are skilled accounting professionals providing comprehensive services and personalized attention quickly and accurately.
Working with us, you gain peace of mind and trusted allies dedicated to your success. Call us today and see what we can do for you! More than a slogan, the idea of excellence directs every recommendation that we make and each service that we provide. Whether you're looking to file your taxes or start a new business, we want to assist in that process.
Working with us, you gain peace of mind and trusted allies dedicated to your success. Call us today and see what we can do for you! More than a slogan, the idea of excellence directs every recommendation that we make and each service that we provide. Whether you're looking to file your taxes or start a new business, we want to assist in that process.
Services
I would like to provide you with an opportunity to get to know me as well as my firm's values before you come to see me. The following pages should give you an idea of what my services are and what I believe in. I hope you enjoy them! My firm provides outstanding service to clients because of my dedication to the three underlying principles.
My firm provides outstanding service to my clients because of my dedication to the three underlying principles of professionalism, responsiveness and quality. My firm is one of the leading firms in the area. By combining my expertise, experience and enthusiasm for my profession, each client receives close personal and professional attention.
Traci Taubert, CPA is seeking professional, hard-working, licensed CPAs with at least four years of experience. The Firm demands independence, integrity, objectivity, competence and due care from all of its personnel in the conduct of its engagements. The Firm is structured to provide leadership in achieving high quality professional performance while maintaining the concept of individual responsibility.
You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth. The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone. I am waiting to assist you through every step of the process.
Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
Reviews (6)
Blade S.
Jun 24, 2021
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I hired Traci Taubert to prepare my deceased mother's final two Fed tax returns. One of the returns was prepared correctly. The other tax return included an incorrect primary address and was missing a vital late filing tax penalty owed to the IRS. I had informed Ms. Taubert before the return was completed I was fully aware a late filing penalty would be required and to make sure and calculate it on the return so the estate could settle up with the IRS in full. I also provided her with the correct primary address well in advance so I was very surprised when both issues occurred. When I inquired
Rodney L. S.
Mar 05, 2021
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Needed a tax preparer nearby. Communicating effectively is critical in almost every service or business; and I just was not getting that from the very start. Was never sure about what was next after communicating. I asked clarifying questions, after a cookie cutter list of needs was sent to me, that never got answered. It truly seemed like she was either very distracted or just not up for the job. Either way, just be clear and tell me. After not hearing back regarding clarifying questions I sent on Monday, by Thurs I sent an email to follow up and say that I felt we were not communicating effectively
Stephanie George
Jan 29, 2021
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Been working with Traci on QuickBooks training and I can’t tell you how much she has save my life and books! She’s great at what she does very knowledgeable. So glad to have found her. She’s sweet and kind and breaks down all the details from taxes to finding the best solution that will work for your company. Hire her you won’t be disappointed. Thanks Traci
Bill S.
Aug 06, 2020
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Traci Taubert prepared my wife's and my 2019 income taxes. She is great; knowledgeable, professional, helpful, available for misc questions and help, via email or phone. She works with you, and is responsive to requests to do things in a particular way. She has 2 secure encrypted portals for communicating messages and files that contain sensitive information. She did a stellar job on our taxes, and even e-filed them for us, although she will send them to you as a PDF though her portal, if you wish to print them and file them yourself. All-in-all, one of the most relaxing times I've had during tax
Daren Holloway
Jul 22, 2019
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Kenneth Ward
Jun 14, 2019
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