Hey, I'm Ricky — a licensed CPA who genuinely loves helping people understand their finances, whether it's your first time or you're just tired of feeling lost at tax time.
I started this practice because I genuinely enjoy helping people understand their finances — not because I wanted to run a traditional CPA firm. Here's what that means for you.
When you have a question, you reach me directly — not a receptionist, not a portal. I know your situation because I'm the one working on it, every step of the way.
No hourly billing, no surprise invoices. Pricing is shared upfront, and complexity can affect the final price — I'll always tell you what to expect before we begin.
I work entirely online — secure portals, no fax machines, no commuting required. Serving clients across DFW and beyond. And if you'd prefer to meet face-to-face, I'm happy to do that too.
I keep it focused — individual taxes, business taxes, bookkeeping, and planning. No overwhelming menu of services, just the things that actually matter for most people.
W-2s, rentals, investments, self-employment. Clean, accurate returns filed on time.
S-Corps, partnerships, Schedule C. Three simple tiers — from filing only up to books, filing, and year-round planning.
Monthly books, reconciled with a P&L and Balance Sheet — bundled into the Harvest tier alongside your business filing.
Proactive strategy sessions and year-round advisory, included starting at the Growth tier.
I'm Ricky Shan — a licensed CPA with roots in PwC Tax Consulting and IRS auditing. I started this practice because I believe great accounting advice shouldn't be reserved for large corporations. Every small business and every family deserves the same level of care and expertise.
Meet Ricky →Reviews from real clients coming soon. In the meantime, reach out and let's start a conversation.