Fort Worth CPA helping individuals and business owners reduce taxes and build wealth
Andrea Ward · CPA, Principal, Registered Investment Advisor · Fort Worth, Texas, United States
10+
Team
2
Services
Fort Worth, Texas
Service area
Andrea Ward CPA, located in Fort Worth, Texas, is a full-service accounting and tax advisory firm providing comprehensive financial solutions for individuals and business owners. Principal Andrea Ward, CPA, brings over 30 years of public accounting experience, starting her career as an auditor with KPMG in 1987 and earning her CPA license in Texas in 1989. Andrea is also a Registered Investment Advisor offering integrated investment advisory services through affiliated New Century Investments. Services include tax preparation and planning addressing complex tax optimization, retirement planning and wealth management designed to maximize nest egg growth while minimizing tax burden, estate planning services protecting legacy and reducing family taxes, bookkeeping and payroll management, and business tax planning strategies. The firm serves both individual clients and business owners seeking to simplify their financial lives. The team emphasizes personalized service through strategy consultations, comprehensive planning, and ongoing monitoring. Andrea's background includes founding New Century Partners, a fee-only investment advisory firm in 1995. The firm is distinguished by its integrated approach connecting savings, investments, real estate, insurance, business assets, and tax strategy into comprehensive financial plans.
Andrea Ward
Principal, CPA, Registered Investment Advisor · CPA (Texas), RIA
Chris Ward
Tax Manager · CPA (Colorado and Texas)
Steve Ward
General Manager
Credentials: CPA
Languages: English, Spanish
Serves: Fort Worth, Texas
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