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David L Bartine CPA CFE provides a wide range of services to individuals and businesses in a variety of industries. At David L Bartine CPA CFE, I strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

The firm's Katy, Texas location makes us convenient and accessible to businesses and individuals in Fort Bend and Harris Counties.

Professional services include:

Litigation Support and Forensic Accounting

David L Bartine CPA CFE litigation support and forensic accounting services can be employed in a wide range of situations, including commercial litigation, financial investigations, business valuations, business and marital dissolutions, and bankruptcies. These services can involve quantification of economic loss or damages, analysis of financial records, and fraud and theft investigation. Financial and personal records are often vast and confusing to sort through. With our professional training in this matter, we can make sense of these records and transactions and get to your bottom line.

Federal Income Tax Preparation and Advisory Services

At David L Bartine CPA CFE, I guide our clients through a full range of tax planning and preparation services with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. I am experienced in preparing a broad range of business Federal Income Tax Returns including Form 1120-Corporations, Form 1120-S Subchapter S Corporations, Form 1065-Partnership Income Tax Returns, Form 1041-Fiduciary Income Tax Returns and various Federal Forms 990. In addition I offer individuals and families expert services planning for and preparing Individual Income Tax Return Form 1040.

Estate and Trust Planning and Tax Preparation

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. David L Bartine CPA CFE's role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well-thought-out plan as to how to distribute the assets left in one's estate so as to avoid complications and to be sure that the individual’s wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.

Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. David L Bartine CPA CFE's accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.

These services include but are not limited to:

  • General ledger and financial statement preparation
  • Bookkeeping (Monthly, quarterly, or annual)
  • Accounting system setup and support
  • Payroll and payroll tax processing and reporting
  • Personal financial statements

Financial Projections, Budgets and Forecasts

I have a wealth of experience forecasting or projecting cash flow and financial condition statements and preparing budgets for both business entities and individuals. I can help you plan for the future by analyzing the past and forecasting future evenets based on your business or personal assumptions and experience.

IRS Representation

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.

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