CPA Services

At Portia Haggerty CPA, a Houston CPA firm, we offer clients a full complement of accounting, tax, and financial services that allow you to more effectively and efficiently manage your business. We offer a FREE initial consultation for business owners. Below is a list of the services we offer.

Small Business Accounting Services

Our accounting and tax services are tailored to each business owner's circumstances. For some clients, we do all of the accounting. We help keep your financials in order while supporting you and your employees in doing as much as you want on your own.

Tax Planning and Preparation Services

We will work year-round to stay abreast of all changes to tax laws and identify opportunities to minimize your total tax burden. Our firm also prepares all federal, state and local tax returns for individuals and businesses.

Outsourced Controller and CFO Services

We can provide the services of a CFO or Controller without the cost of adding another employee to your payroll. We've helped many of businesses get a better handle on cash flow, business operations, forecasting, budgeting and strategic planning.

QuickBooks Accounting Services

We work with our business clients to provide assistance with QuickBooks including set-up, training, support and reporting.

Business Formation and New Business Advisor Services

We can guide you through the process of forming your new corporation, including the preparation of financial statements and business plans to help secure funding.

IRS Problem Resolution
Having trouble with the IRS? We provide a wide variety of IRS problem resolution services tailored to meet the needs of our clients.


Individual Services
We will advise you on personal financial planning and how to minimize tax liabilities so you can keep more of what you earn.

Payroll Services
Payroll can become a time-consuming chore for busy small business owners. Let Portia Haggerty CPA take this task off your plate, providing you with more time to focus on growing your business.

Reviews and Compilations
We provide a full range of services designed to provide assurances that the financial statements accurately represent the true financial position of your company.

Estate and Trust Planning
We provide a wide variety of estate planning, wealth management and trust services to protect our client's wealth for future generations.

Business Valuations
We provide independent, knowledgeable business valuation services because we recognize a credible valuation is crucial in estate taxes, buy-sell decisions, family law and other civil litigation support.

Forensic Accounting and Litigation Support
We assist our clients with financial analysis in situations where fraud is suspected. Typical engagements include corporate fraud, employee dishonesty, spousal dishonesty, insurance fraud and investigation of other suspicious or questionable transactions.

Please call us at 281-313-2662 and ask for Portia Haggerty to discuss your specific needs.
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