We Are a Houston Based CPA & Accounting Firm
Shockley Tax Advisory is an accounting and advisory firm offering a broad range of services to meet the needs of its clients by fostering an environment that encourages personal and professional growth and a passion for the firm’s core values.
Shockley Tax offers:
- Individual tax returns
- Business tax returns
- Audit representation
- Entity selection
- Cybersecurity analyses
- Tax planning
I am dedicated to serving and representing you, my client, in the best most efficient manner and allowing you to learn what part you can do to make it all work more smoothly, so you gain the piece of mind, daily, of knowing you are on the right road to success, in all areas of your business, personal, and family tax, estate, accounting, and financial matters.
I will zealously represent you in tax court or in any matter with the IRS in all areas of audit, collections and appeals. I am on your side!
Kimberly A Shockley, CPA
Kimberly A. Shockley, MBA CPA received her Bachelors of Arts in journalism from Texas A&M in 1986. She subsequently lived in Paris studying French. She received her Masters of Arts in French from the University of Houston 1997 and her Masters of Business Arts in accounting in 1998.
Kimberly spent 10 years as an associate, senior, manager and senior manager in tax at PricewaterhouseCoopers, Deloitte, and Ernst & Young.
She 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. She also spent two years in audit defense and participated in an IRS FastTrack proceeding.
Kimberly thought it would be more fulfilling to provide services to individuals and small businesses. Since starting her own practice, she has been rewarded many times over by the helping individual taxpayers and small business owners. She applies her Big 4 experience to each and every client.
AICPA CODE OF PROFESSIONAL CONDUCT
Integrity is one of the essential pillars of the American Institute of Certified Public Accountants (AICPA) Code of Professional Conduct. Kimberly is a member in good standing with the AICPA.
COMMITMENT TO CLIENTS
We strive to develop a long-term relationship built on trust and mutual respect. By providing financial and operational leadership, guidance and advice we can assist you in increasing your income and improving your quality of life.
Recognizing that each client has unique goals, we tailor our services to meet your specific needs. To better meet the needs of our clients, we have individualized services for clients in industries like construction, oil and gas, franchising, medical, professional services and various consumer services. These individualized services have enabled us to address their industry specific challenges, compliance needs and standard tax practices.
To meet the needs of our clients, we provide accounting, payroll services, entity formation structuring, tax and consulting services for small to mid size companies and individuals and we have individualized services for clients industries that range from contractors, wholesalers, retailers, construction, health care services, restaurants, franchised operations and other service oriented businesses.
These individualized services have enabled us to address their industry specific challenges, compliance needs, working capital issues and standard tax practices. We approach each client relationship as if we were business partners in their small business. We take the time to know and understand the business and individual financial issues so that we may deliver personalized service that is deserved and expected.
Utilizing a hands on approach to client service and our creativity and experience, we are able to advise clients and provide recommendations to current changes and the concerns that might arise before they become problems. That is why we stay involved with our clients and their businesses throughout the year.
When you partner with Shockley Tax Advisory, you can feel confident knowing you have expert CPA advice. With Kimberly A Shockley, CPA preparing your taxes or representing you in front of the IRS, your tax life is in good hands.