Andrea M. Ward, CPA

4.6(47 reviews)Fort Worth, Texas
Andrea M. Ward, CPA
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Andrea M. Ward, CPA
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We are a full-service accounting firm specializing in small to midsize business. We offer investment advisory service through our affiliated company New Century Investments and Wealth Management through Aligned Wealth Advisors. Business owners, successful individual-investors, executives, and professionals need investment strategies and portfolios that provide growth as well as tax efficiency. These clients need help mapping out strategies for college, retirement, and inheritance strategies.

Accounting Services in Andrea M. Ward, CPA

Accessibility at Andrea M. Ward, CPA

Business Hours for Andrea M. Ward, CPA

Monday
9 am–5 pm
Tuesday
9 am–5 pm
Wednesday
9 am–5 pm
Thursday
9 am–5 pm
Friday
9 am–5 pm
Saturday
Closed
Sunday
Closed

Find Andrea M. Ward, CPA on Google Maps

5740 Boat Club Rd STE 104, Fort Worth, TX 76179, United States

Customer Reviews for Andrea M. Ward, CPA

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Reviews

4.6(47 reviews)
Sharon Tousley
Oct 24, 2024on
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My spouse/business partner and I went in to see Andrea for the first time on 10/4/2024. We own a couple of different businesses and had so many questions. Andrea laid everything out for us and gave us real-world examples. We came out of that meeting with many ideas for how to structure the businesses going forward and what to do to save money regarding college tuition for my daughter. We have already scheduled our next meeting to get into the details of what to do next.

Florencia Garzoli
Oct 7, 2024on
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Great service! They are always available for professional advice!

Karl
Sep 23, 2024on
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I had a great experience with Andrea Ward for my first meeting with the firm. For a nominal professional services fee, I had a very productive meeting in which all my questions were answered. Andrea is both a great listener and presenter. She is very personable. The firm makes use of Zoom video call convenience for meetings, at the client’s option, or will meet in person for those that prefer doing that. She also uses all the latest office technologies including a secure client portal ensuring very secure document uploads. 2FA and MFA are available, so be sure to opt in for that. I noticed that the portal is hosted by Drake which is a well-established tax software firm popular with professional tax preparers for many years. I already feel really confident that the Andrea Ward CPA firm will easily handle my complicated income tax situation that includes an estate income tax return and a trust income tax return.

C H
Apr 7, 2024on
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Had the best experience here! Such a wonderful family business! I will be coming here with my husband from now on in the future!! Chris was awesome!! Great experience!

Shawn Chennat
Feb 29, 2024on
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Andrea was absolutely amazing and the staff made the entire experience comforting from the moment we walked through the doors. Me and my partner were both in different situations tax wise and we both have made strides in financial decisions for the year and were placed onto an island of uncertainty surrounded by an ocean of what do we do's. Clueless as to how we were to move forward as efficiently as possible to ensure a good standing we were lucky to have her office right down the street. We've never had such an educational experience when it came to answering all our questions and literally taking the worry off our shoulders. If you're hesitant on seeking out help and tired of feeling absolutely ripped off from turbo tax or H&R Block just giving you the run of the mill service I urge you to seek out Andrea and her team to put that nonsense behind you.

Elaine Dixon
Feb 20, 2024on
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This is a great business to work with. Without a doubt this company earned a Five star review m. I met with Daniel Galvin, on February 29, 2024. I am a new resident to Texas, and felt very confident using Andrea Ward’s services. Filing IRS returns can be stressful for everyone and I appreciative the time that Daniel, spent to explain next steps and the best options moving forward. I look forward to working with Andre Ward, for my future tax filings. ED.

Sandra Bruce
Feb 7, 2024on
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Recently, Mr. Ward met with me to set up something for the IRS. He was extremely patient, professional, and kind! All staff - such as Melissa, Andrea herself, and so many more make running my small business so much easier!!

Robin Oldham
Feb 7, 2024on
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Told me the next steps, that I need to take regarding my situation. Very knowledgeable and helpful. Will use her to prepare for my taxes. Highly recommend!

Paula Greenlee
Feb 7, 2024on
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correcting.... amending 2022 from prior preparer. Appreciated the detailed phone call before the meeting to confirm info needed to amend the return was all there to meet a deadline. Meeting handled questions also. Rideshare driver....deductions to discuss

Scott Harris
Jan 7, 2024on
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We set up a meeting with Andrea to discuss the tax implications of a newly formed LLC. The firm was quick to respond to our request for a meeting, and at that initial meeting, Andrea explained things in easy to understand terms. We look forward to continuing our relationship.

Zeb Virgil
Jan 7, 2024on
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Very helpful and kind staff, thanks so much!

Nicole Franks
Dec 7, 2023on
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Awesome business! Very professional and kind. Called in timely manner for appt. Will def use them in the future! Thank you Chris.

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