Charles E. Devany CPA

Tax Consulting & Tax Preparation

Sole Practitioner Texas license R02188
Individual Texas license 054071

Note – Charles E. Devany, CPA and Devany Financial Leadership do not perform financial audits or other
assurance engagements

Federal Taxes

Personal, Business, Partnership, Corporate, 1040 filings as a dual citizen with foreign income, and multiple year back tax filing

Federal & State Tax Reporting

Reporting, reconciliations and audit support

Tax Planning

Reporting and expert advice (including entity structures) to support growth

Tax Credits & Deferrals

Research and Development, 1031 Exchanges, Employee Tax Deferrals and Jobs Act

Offer & Compromise Consulting

for reducing back taxes and analyzing Offer and Compromise versus Bankruptcy

Other IRS Tax Controversy

Installment Agreements, Back Taxes, IRS Tax Liens and Levies

YEAR-ROUND STRATEGIC COUNSELING

for accurate estimated taxes and expected income and possible owner draws

REAL ESTATE INVESTING

Opportunity zones, QOF options, 1031 exchanges, Delaware Statutory Trusts, UBIT issues and alternative investments through self-directed IRAs

ASSISTANCE WITH BUSINESS AND HOME FINANCING

including mid-year financials, debt structure options and PPP applications and debt relief filing

Contact Charles E. Devany CPA

I offer complete services from accounting to financial leadership with tax preparation and consulting year-round so year-end is never a surprise.