Preparing your own income tax return can be a task that leaves you with more questions than answers. We'll consult with you to help determine the best structure for your company so it meets your personal and business goals. We will show you the benefits of the different accounting software which are available to you. Kimberly spent 10 years as an associate, senior, manager and senior manager in tax at PricewaterhouseCoopers, Deloitte, and Ernst & Young.I worked on many R&D tax credit studies for some of the major oil and gas companies as well as conducting R&D studies for the top four Fortune 500 oilfield services companies.
Services
Kimberly A Shockley, CPA, brings her Big 4 capabilities and shapes them to fit Shockley Tax Advisory's small firm personality. Preparing a client's tax return is personal. Clients lay out some of their most personal information when they have their tax returns prepared. At Shockley Tax Advisory, we've been serving the accounting and tax needs of Houston, TX and the surroundings areas for over almost two decades.
Preparing your own income tax return can be a task that leaves you with more questions than answers. According to a study released by the US Government's General Accounting Office, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer. Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing.
Reviews (10)
Haruko Harrington
Aug 19, 2021
Maria Courson
Jun 08, 2021
She is phenomenal! We've filed our 1120S and personal 1040s with her for 3 years now. Even though she has a life and troubles of her own, she takes care of my business thoroughly. All through 2020 (a scary and confusing year) she was sending all her clients speedy updates about government assistance and the different pitfalls of loans to apply to.
Outside of the pandemic, I had lots of questions about retirement accounts and tax forms to use for our nanny and she responds so quickly. My little business doesn't make crazy money, but her fee is well worth her service and the peace of mind! P.S. My mortgage banker was very impressed with her paperwork too.
Outside of the pandemic, I had lots of questions about retirement accounts and tax forms to use for our nanny and she responds so quickly. My little business doesn't make crazy money, but her fee is well worth her service and the peace of mind! P.S. My mortgage banker was very impressed with her paperwork too.
Leon Lucas Vasgoya
Dec 26, 2019
My 1st time here and it was incredible. She is very helpful, going the extra mile with suggestions and clear explanations of the reasons for why she was doing what she was doing. We left feeling confident we'd filed correctly and we would make smart financial decisions through this year to maximize our benefits. My wife and I will definitely return year after year.
Fi Connors
Jan 21, 2019
I cannot rate Kimberly of Shockley Tax Advisory strongly ENOUGH. If there were 10 Google stars. she would get them. In dealing with our complex tax issues, Kimberly made everything clear, succinct, and do- able. No question on our part too small, too inexperienced or mundane. Kimberly was trustworthy, professional and thorough in her dealings with us from start to finish. What a joy to have such an expert CPA to rely on. We will be on her book of business for MANY years to come. Thank you Kimberly
Mitun Sinha
Jan 03, 2019
We had an urgent tax crisis that Kimberly guided us through effortlessly, expertly and gently, for a reasonable price too. In the process, she saved us many thousands of dollars, as well as from quite a bit of panic. She was thorough, professional, completely knowledgeable and a pleasure to work with, and has been reachable and responsive throughout. She will be our go-to tax professional every year going forward, thanks for the peace of mind!
Michael Rogers
Dec 10, 2017
I recently hired Shockley Tax Advisory to help me with an issue in the state of Texas. I own a small company (15 employees) and the State of Texas claimed we owed $180,000. Since we had one employee in the state for a short amount of time, we knew the bill was way off base. After a recommendation, I hired Shockley Tax Advisory. I was able to speak with Kimberly Shockley personally about our issue.
From the first phone call to the completion of the work, Kimberly was knowledgable, professional, and on top of the case. Kimberly solved a 7 year old issue within 5 weeks. I would not hesitate to recommend her to anyone in or out of Texas.
From the first phone call to the completion of the work, Kimberly was knowledgable, professional, and on top of the case. Kimberly solved a 7 year old issue within 5 weeks. I would not hesitate to recommend her to anyone in or out of Texas.
Mighty Aphrodite
Jun 06, 2017
My tax situation has become very complex. I researched and asked friends and family for recommendations for a CPA. Several suggested I make a consultation appointment with Kimberly at Shockley Tax Advisory. I'm glad I did. Competent, easy to understand, explains tax mumbo jumbo in a way I can understand. She's versed in both personal and corporate tax matters. She's my now my go-to CPA.
Jimmy Sanders
May 16, 2017
Jay Vinekar
Mar 12, 2017
This year being my first as an independent contractor, I was pretty confused by some of the new filings and changes I had to learn about. Kimberly offered to assist me with my return and not only walked me through some really great ideas that will save me a ton of money next year, but got me a huge return this year. I highly recommend her to anyone who needs personal or business tax preparation help and just general great financial planning guidance. She is great to work with, very professional, and flexible around your schedule -- even when she's at her most busiest. I highly recommend Kimberly.
HoustonReiki
Nov 13, 2016
