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Fort Worth's #1 Accounting Firm

Let Us Help You

Have you ever wondered if you’re getting all the tax advantages of owning a business?  Are you deducting all you can to save yourself on your tax burden?  Are you paying more than you should in taxes and using money that could go to better use to grow your business or even pay yourself?

Congress writes tax law to benefit businesses so people will create businesses.  Let’s take advantage of this gift.  You need this checklist to ensure you’re picking this low hanging fruit as your business’ beginning tax strategy.

About Me

I am a CPA and a CGMA.  After graduating from the University of Texas at Arlington, I began my career with Deloitte, and after several years in public accounting, I moved into the healthcare field. After a period with Cook Children’s Health Care System, I began a swift ascent through the ranks of finance operations to senior vice president at US Oncology and McKesson. 

 

Upon leaving McKesson, I obtained licenses to provide investment advice and sell securities, and I began a new practice focus as a financial advisor with Averett Financial, LLC. In May of 2018, I joined CliftonLarsonAllen as a Partner where I led their outsourced accounting department. I returned to Averett Financial, LLC in December 2020, where I led the Accounting Services Division and served as the Managing Partner.  In late 2022, we dissolved Averett Financial, and I branched out on my own as Testa CPA LLC providing bookkeeping and fractional controller and CFO services.

I serve on multiple non-profit boards. I am a group leader in Bible Study Fellowship, and my husband Frank and I attend Christ Chapel Bible Church in Fort Worth, our home community. 

I am a business owner myself and I love helping other business owners find creative ways to build their business and save on taxes to improve their cash flow and profits, so I never have to hear “I’m not paying myself yet” again!!

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Get To Know Our Services

Our full comprehensive list of accounting services are customizable to help fit your current needs. Check out our services to decide what is right for you.

WHAT PEOPLE ARE SAYING

Melanie Ortiz-Cardin, Vic's Media

You have been the light in the dark business world. You guided us, and brought us peace. We may not be the experts, but we sure hired them!

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