Business Details
42 Years
experience
Your Trusted Houston Accountants & Tax Advisors
Yartz & Rabalais has served individuals and small businesses in Houston since 1984, combining certified public accounting expertise with legal experience to deliver comprehensive financial solutions. Our services span tax planning, financial statement preparation, business consulting, and IRS representation, emphasizing proactive strategies to optimize financial outcomes. With decades of local experience, we specialize in cash flow management, entity selection, and tax minimization tailored to both personal and corporate needs. Our approach integrates QuickBooks support, business plan development, and estate planning to address complex financial challenges. As a licensed attorney and CPA, Rick Yartz uniquely bridges legal and financial domains to protect client interests.We prioritize personalized service, offering complimentary tax physicals to identify savings opportunities for prospective clients. Our team maintains rigorous compliance with Texas State Board of Public Accountancy standards while delivering actionable advice for long-term financial security. Clients benefit from strategic guidance on retirement planning, debt management, and investment risk assessment. Our Houston-based practice remains committed to simplifying financial complexities through transparent communication and customized solutions. This dual expertise in accounting and law positions us to address multifaceted client needs effectively.
Services
Corporate CPA Services
Personal CPA Services
Financial Planning
Tax Services
Legal Consultation
Details
- Year established: 1984
Highlights and features
- Licensed CPA and attorney with 40+ years of combined financial and legal expertise
- Comprehensive tax planning strategies for individuals and businesses
- Personalized financial roadmaps for retirement, college funds, and debt management
- Proactive tax minimization through year-round planning and compliance
- Unique integration of accounting and legal services for holistic business solutions
Associations and certifications
- Texas State Board of Public Accountancy #041210
Services
Corporate Tax Services
Our corporate tax services help businesses maximize deductions and minimize liabilities through strategic year-round planning. We specialize in entity selection, compliance filings, and IRS representation for Houston-area companies. Services include quarterly tax projections, expense optimization, and audit support to ensure regulatory compliance while preserving capital.
Personal Tax Services
We create customized tax strategies for employees and business owners to legally reduce personal tax burdens. Our approach combines estate planning, investment analysis, and retirement account optimization. Clients receive proactive guidance on deductions, credits, and filing status adjustments to maximize after-tax income.
Financial Planning
Comprehensive financial planning covers cash flow analysis, retirement strategies, and college fund development. We help clients establish debt management systems and risk-appropriate investment portfolios. Our plans integrate tax considerations with long-term wealth preservation goals through regular progress reviews and adjustments.
Legal Consultation
As a licensed attorney, we provide business formation guidance, contract drafting, and organizational document preparation. Services include lease agreements, employment contracts, and corporate governance documents. Our legal expertise ensures business structures align with both financial and regulatory requirements.
Tax Physicals
Complimentary tax physicals evaluate prior returns to identify missed savings opportunities. We analyze deductions, credits, and filing strategies to develop actionable improvement plans. This service helps prospective clients understand potential tax savings before engaging our ongoing services.
People
Eric (Rick) Yartz
Certified Public Accountant
Licensed CPA and attorney with 40+ years of Houston-based experience. Combines accounting expertise with legal knowledge to provide holistic financial solutions for individuals and small businesses.
Questions
What accounting services do you offer for small businesses?
We provide full-service accounting including financial statements, QuickBooks support, IRS representation, and cash flow management tailored to Houston-area small businesses.
How do you help reduce personal tax liabilities?
Our proactive tax planning identifies deductions, optimizes filing status, and structures investments to legally minimize taxes for employees and business owners.
Do you offer financial planning for retirement?
Yes, we develop customized retirement strategies incorporating tax considerations, investment risk assessment, and savings plan implementation.
What legal services are available for new businesses?
We assist with entity selection, contract drafting, and organizational documents including articles of incorporation and employment agreements.
Is the tax physical service really free?
Yes, we offer complimentary tax physicals to evaluate potential savings opportunities in prior returns for prospective clients.
