Ray CPA Tax and Accounting, LLC
4 photos and 3 videos
Read reviews that mention:
Individual Tax Preparation
- What should the customer know about your pricing (e.g., discounts, fees)?
We tailor our pricing to meet the needs and budget of each client.
- What is your typical process for working with a new customer?
We ideally meet in person, understand each client's personal and business situation, and tailor our services and offerings to meet their specific needs and budgets. We focus on a value-added approach with our clients, helping our clients keep more of what they earn.
- What education and/or training do you have that relates to your work?
Roger Ray, PE is the owner/partner and COO of Ray CPA Groups San Antonio business together with his son - Josh Ray, CPA. Roger brings over 30 years of business management and leadership experience to Ray CPA, with the past 18 years leading US multinational corporations to financial growth and success in Asia, based in Shanghai, China. Prior to joining Ray CPA, Roger most recently held the position of President for the Asia business unit of a US based corporation. Roger has managed business units ranging from $40 million in annual revenue to leadership of exciting on-the-ground grass-roots start-up businesses. His scope of responsibility encompassed: leading his business units to financial success and compliance, human resources (HR), sales & marketing, legal entity formation & optimization, corporate and labor law compliance, strategic planning & deployment, project management, engineering, and manufacturing. Roger is a Registered Professional Engineer, with a degree in Chemical Engineering from Michigan Tech University. Roger is also verbally fluent in Mandarin Chinese. Roger is a Quickbooks Certified ProAdvisor, Diamond Member certified in both Quickbooks Desktop and Quickbooks Online solutions. proadvisor.intuit.com/quickbooks-help/roger-ray Roger is an active member in a wide variety of San Antonio business & civic organizations. He brings his vast business financial management experience to benefit SME businesses in the Greater San Antonio area with strategic and finacial planning, enabling companies to achieve greater levels of growth and financial success. ---------------------------------------------------- Josh Ray, CPA, CITP, PFS, MSA has attained a Bachelor of Business Administration and a Master of Science, both with a major in accounting and information systems. He graduated cum laude, in the top fifteen percent of his class at Eastern Michigan University, while working full time in the restaurant industry. Josh has eight years of experience working as an analyst in a world class tax and accounting software development firm and over ten years of experience in tax and accounting. Industries he has represented include Restaurant and Hospitality, Legal, Medical, Manufacturing, Retail, Construction, Real Estate, Technology, Financial Services, Insurance, Energy, Estate/Gift, and Non-Profit. Josh has prepared campaign finance reports for several of the top ranking officeholders throughout the Texas statewide political arena. His international experience includes mergers and acquisitions, controlled foreign corporations, and reporting under International Financial Reporting Standards. Josh is a member of the American Institute of Certified Public Accountants (AICPA). Membership in this organization is voluntary and requires a commitment to the highest standards of professional practice. Licensed CPAs have long been considered the standard for financial knowledge, objectivity and integrity, prepared to handle the most demanding tax situations. In addition to the CPA, Josh is also a "Personal Financial Specialist". A Personal Financial Specialist (PFS) credential can only be earned by CPAs, and it requires additional education, real-world experience and extensive knowledge to pass a rigorous exam. A CPA/PFS has an unparalleled understanding of how to help clients benefit from todays complex decisions about taxes, retirement, estate planning, investments and risk management. Anyone planning their financial future will sleep better knowing their plan is CPA Strong. In addition, Josh has graduated from the AICPA's Forensic Accounting Certificate Program which focuses on topics such as the calculation of economic damages, deposition and testimony, family law engagements and the tracing of separate assets in divorce, identifying evidence, calculating intellectual property infringements, and investigative techniques. _________________________________ Vanessa Zink is a tax and accounting professional based in our San Antonio office. Vanessa obtained her Bachelor of Business Administration in Accounting with a Minor in Legal Studies from University of Texas San Antonio (UTSA) in 2010. She obtained her certificate in Tax Preparation in 2003. She has been engaged in a diverse set of roles and job scope over the last 20 years. Her most recent assignment prior to joining Ray CPA was as Staff Accountant and Office Manager in a public accounting firm. She has also held several roles as legal assistant. Vanessa is bi-lingual in both English and several dialects of her native tongue Spanish. ________________________________ Becky E. WIlson is an accounting professional based in our San Antonio office. Becky obtained her Bachelor of Business Administration in Accounting from University of Texas San Antonio (UTSA) in 1992. She has been engaged in numerous aspects of accounting throughout her career, including bookkeeping, accounting, finance and cash management. She has been actively involved in American Institute of Professional Bookkeepers, American Women in Radio and Television, and Broadcasting & Cable Financial Managers. She is also a Quickbooks Pro Advisor. Her most recent assignment prior to joining Ray CPA was as Controller and Accounting Manager at the local office of a national medical staffing firm.