NUMBERS ORGANIZED - Tax | Accountant | Consultant is a CPA firm in San Antonio, TX, serving local businesses and individuals with accounting, tax, and bookkeeping services. The firm specializes in business tax preparation, personal tax planning, bookkeeping, entity formation, and mentorship. It works with clients across various industries, including retail, professional services, construction, hospitality, healthcare, and startups. The firm holds a 5.00 rating based on customer reviews.
The practice was co-founded by Robert Solberg and Dustin Pruett, who met as college roommates at Pacific Lutheran University. Robert Solberg, the Managing Partner and a CPA, has been an entrepreneur for over 20 years and previously owned two small businesses, VibrantUSA and Ag, which were sold in February 2020. Dustin Pruett, a Partner with an MBA, spent several years as an auditor with PriceWaterhouseCoopers before working with The Boeing Company. The team handles daily transaction recording, monthly reconciliations, and financial reporting to keep business records accurate. For tax services, the firm manages federal and Texas state compliance, IRS representation, and strategic planning to reduce tax burdens. Their process for both business and personal taxes follows a three-step approach: an initial consultation to review documents and understand financial goals, the preparation and development of a tax or bookkeeping strategy, and ongoing support for filing and compliance.
The firm serves a diverse range of taxpayers, including W-2 employees, self-employed individuals, freelancers, contractors, retirees, students, and first-time filers. By focusing on accuracy and personalized solutions, NUMBERS ORGANIZED - Tax | Accountant | Consultant helps San Antonio residents and business owners achieve financial clarity.
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