Jonathan Wyman CPA

Jonathan Wyman, CPA and QuickBooks Pro Advisor, operates a full-service accounting firm licensed in Texas serving the Katy, Houston, The Woodlands, and Beaumont areas. The firm offers a broad range of services for business owners, executives, independent professionals, and individuals seeking expert financial guidance. Core services include small business accounting, bookkeeping, payroll processing, tax preparation and planning, and part-time CFO services for business management. The firm specializes in cash flow management, strategic business planning, succession planning, and new business formation assistance. For individuals, services include personal financial planning, retirement planning, estate planning, and elder care financial coordination. Jonathan provides comprehensive QuickBooks support including setup, training, optimization, and troubleshooting. The firm also addresses tax problems including IRS resolution services for non-filed returns, back taxes, liens, levies, and offers in compromise. The firm maintains a client-focused philosophy emphasizing accessibility, with online appointment scheduling and responsive communication to ensure clients receive timely guidance on financial matters that impact their businesses and personal wealth.