At Rodriguez Holland & Co., P.C., we pride ourselves on providing timely, high-quality service with a personal touch. We strive to find new tax-planning opportunities and to help you run your business more efficiently and effectively to maximize your profits. Our high standards and personal service keep our clients returning year after year. We are committed to your success.

Please take a moment and read more about our people, our services, our credentials, and our privacy policy. If you have any questions or would like more detailed information about how we can help you, don't hesitate to contact us. We would be happy to serve you.

Joe Rodriguez, CPA, CFP, CFE earned his B.B.A. degree in Accounting from St. Mary's University. He worked as an auditor and computer audit specialist at KPMG Peat Marwick. He subsequently joined Carneiro Chumney & Co, where he became a partner, until 1981 when he founded Rodriguez Holland & Co., P.C. In addition to being a CPA, Joe is also a certified financial planner and certified fraud examiner. Joe is a member of the American Institute of Certified Public Accountants, the Texas Society of Certified Public Accountants, the Association of Certified Fraud Examiners, the San Antonio Estate Planners Council, and is a GE Financial Assurance Investment Advisor Representative.

Becky Cardenas, CPA graduated with high honors from Manchester College with a B.A. degree in Accounting. She began her career at McGladrey & Pullen as a staff auditor, then gained additional tax and auditing experience over the next five years as a staff accountant in two local CPA firms. Becky joined Rodriguez Holland & Co., P.C. in 1995 where she provides tax, accounting, and audit services to a wide range of clients, including individuals, trusts, corporations, partnerships, and non-profit organizations. She is currently a member of the Texas Society of CPAs.

Ron Oliva, CPA has been on the staff of Rodriguez Holland & Co., P.C. since 1995 where he provides audit, accounting, computer support, and tax services. Ron is also a Certified Quickbooks ProAdvisor and assists clients with a variety of computer software, hardware, and networking issues. He is currently a member of the Texas Society of CPAs.

Our support staff is well-trained and shares the high standards of our professionals. Each member of our support staff is valuable in her area and is important in attaining our goal of 100% client satisfaction.

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Tax Services
Several major tax acts were passed in recent years, resulting in constantly changing tax rates, laws, and sunset provisions. Faced with increasingly complex tax laws and an uncertain future, it is more important than ever for taxpayers to obtain skilled professional guidance. Tax advisory services play an essential role in both planning for the future and intercepting potential problems before they occur.

At Rodriguez Holland & Co., P.C. we provide a wide range of tax services including income tax preparation for individuals, trusts, partnerships, LLCs, non-profit organizations, corporations, and S-corporations. In addition to tax compliance and planning services, we represent our clients before the Internal Revenue Service and state agencies such as Texas Workforce Commission.

Accounting and Auditing Services
We provide monthly bookkeeping and payroll services to a variety of business including law firms, physicians, real estate management companies, service companies, and contractors. We also offer agreed-upon procedures, compilation, review, and audit services. In addition, we provide routine bill-paying and bank reconciliation services to busy professionals.

As part of the audit process, we examine financial statements and give opinions based on the fairness of the presentation of the financial position and operating results of a company. We often make recommendations that will improve operating efficiency, strengthen financial structure, and provide better accounting and administrative controls.

The function of our accounting service is to supplement the recordkeeping abilities of our clients. This includes the determination of adjusting journal entries, review of daily recordkeeping, training of bookkeeping personnel, and preparation of financial statements.

Investment and Retirement Planning
As a certified financial planner, Joe Rodriguez helps you analyze your current financial position, define your financial goals, and implement investment and retirement plans. Since we often provide investment services in conjunction with tax services, your investment plan is not only designed to accumulate wealth for the future, but also considers current tax savings. Furthermore, we are qualified to set up and maintain retirement plans for your business, such as SEPs and SIMPLE IRAs.

Litigation Support
To assist in case preparation and the trial process, we perform services such as defining the relevant issues in your case, assembling and analyzing data, assisting in depositions, and preparing reports in a clear and understandable format. In addition to financial analysis and strategy planning, we also provide expert witness services.

Elder Care Services
Many elderly persons are unable to continue handling their own finances and do not have family members nearby to help them. We assist our elderly clients by paying bills (after assessing for reasonableness), balancing bank statements, preparing tax returns, and monitoring investment accounts. Not only do we ensure that our clients receive full value for the fees they pay, but our involvement reassures distant families and working children that their parents' finances are being maintained and protected.

Computer Services
Today's business environment requires the efficient and accurate processing of massive amounts of data. In addition, it has become increasingly important for individuals and businesses to use the latest security measures to safeguard their financial information and take active measures to prevent unauthorized access which can lead to fraud.

Our experienced consultants advise you on the benefits of computerization in your particular situation, and are sensitive to your desires to keep systems as simple and cost effective as possible. We can assist you when upgrading your existing system or installing a completely new one.

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Our firm participates in the Peer Review program prescribed by the American Institute of Certified Public Accountants (AICPA) and the Texas State Board of Public Accountancy. The resulting report stated that our system of quality control for our accounting and auditing practice met the requirements of standards established by the AICPA and our firm was in compliance with these standards. Our CPAs are members of the Texas Society of Certified Public Accountants and/or the American Institute of Certified Public Accountants.

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CPAs have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law and consequently we have always protected your right to privacy.

We collect nonpublic information about you that you provide us or that we obtain with your authorization. We do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees and, in limited situations, to third parties who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared.

We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.

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