Chery Finn CPAs

Services can include:

• Monthly bookkeeping and account reconciliations
• QuickBooks Online setup, cleanup, and ongoing support
• Monthly financial statements (profit and loss, balance sheet, cash‑flow patterns)
• Payroll coordination with third‑party payroll providers
• Tracking of accounts payable and accounts receivable
• Year‑end close and preparation of a tax‑ready financial package

Outsourced accounting services

For businesses that have outgrown basic bookkeeping or do not need a full in‑house accounting department, Chery Finn CPAs offers outsourced accounting with:

• CPA‑led review of monthly books and financial reports
• Tax‑aware accounting processes designed to support planning and compliance
• Cleanup and catch‑up bookkeeping when records are behind or inaccurate
• A repeatable monthly close process so owners can rely on their numbers

Business tax preparation and planning

For LLCs, S‑Corps, partnerships, and corporations, the firm can:

• Prepare business income tax returns based on clean, reconciled records
• Coordinate tax preparation with entity structure, payroll, and owner compensation
• Provide tax planning discussions before year‑end where appropriate

Entity structure, S‑Corp, and formation support

The firm assists business owners with:

• Choosing or revisiting an entity structure (LLC, S‑Corp election, partnership, corporation)
• Understanding how entity choice affects taxes, payroll, books, and risk
• S‑Corp election services, including reasonable compensation and payroll coordination
• New business formation decisions and first‑year accounting setup

Who business services are for

• Owner‑operated and growing small businesses
• Professional service firms
• Businesses with messy or unreliable reporting that need cleanup before planning

The website describes service scope but does not publish flat pricing for business services. Business owners should contact the firm to discuss their records, needs, and timing so the team can outline an appropriate path and fee structure.

Chery Finn CPAs assists clients with foreign account and international tax compliance.

Foreign accounts and reporting

Services can include help with:

• Foreign Bank Account Reporting (FBAR)
• FATCA‑related reporting for foreign financial accounts
• Prior‑year foreign reporting cleanup where returns or reports were missed

Foreign income and expat tax matters

The firm supports clients dealing with foreign income and cross‑border tax issues, including:

• Foreign earned income and related U.S. tax reporting
• Expat tax questions and residency‑related concerns
• Foreign tax credits and treaty‑related questions at a practical level

Who this service is for

• U.S. taxpayers with foreign bank or investment accounts
• U.S. persons with foreign income or who live or work abroad
• Clients who are unsure whether they should have been filing FBAR or FATCA reports in prior years

The website emphasizes that foreign tax and FBAR/FATCA matters are complex and fact‑specific. The firm does not publish standard pricing, guarantees, or one‑size‑fits‑all strategies for these services. Callers should contact the office to describe their situation and request a consultation.

Chery Finn CPAs provides tax preparation and related support for individuals and families.

Personal tax return preparation

• Preparation of individual income tax returns
• Support for complex individual situations, such as real estate, self‑employment, or multiple income sources
• Estate tax return preparation when needed

Personal tax planning and compliance

• Tax planning discussions before deadlines, not just at filing time
• Help understanding how life changes, investments, or business ownership affect personal tax
• Focus on keeping individuals compliant with IRS rules and minimizing surprises at filing time

IRS notices and audits affecting individuals

For individuals who receive IRS notices or audit letters related to their personal returns, Chery Finn CPAs can:

• Review the IRS notice or audit letter
• Help organize supporting records
• Assist in preparing responses and explaining proposed adjustments
• Discuss options related to penalties, payment plans, or appeals where appropriate

When this service is a good fit

Individual and family tax services are a good fit for:

• Individuals who want help beyond basic, once‑a‑year tax filing
• Taxpayers who have received an IRS notice or audit request
• Families with business interests, investment income, or foreign account reporting questions

The firm does not publish a fixed price list for individual tax services. Callers should contact the office directly to discuss their situation and confirm scope, timing, and fees.

The firm is led by Managing Shareholder Vlad Chery, CPA, with founder Jay Allen Finn, CPA (a former IRS Revenue Agent) continuing as part of the team, alongside an Enrolled Agent and experienced tax and accounting professionals.

Key services

• Personal income tax preparation and planning
• Business tax preparation for LLCs, S-Corps, partnerships, and corporations
• Monthly bookkeeping and outsourced accounting
• IRS notices, audits, back taxes, and tax resolution
• Foreign account and international tax compliance (including FBAR and FATCA)
• Business advisory, S-Corp planning, and entity-structure guidance
• Fractional controller and CFO-style advisory for growing businesses

Who they work with

• Houston-area individuals and families
• Small business owners and self‑employed professionals
• Real estate investors
• Owners with S‑Corp or LLC structures
• Taxpayers facing IRS notices, audits, back taxes, liens, or levies
• Clients with foreign accounts, foreign income, or expat/FBAR/FATCA issues

Contact details

• Phone: +1 (713) 520-0010
• Website: https://cheryfinncpas.com

For appointments or consultations, callers should contact the firm directly by phone or through the consultation/contact options on the firm website.

Service area

Chery Finn CPAs is based in Houston, Texas, and primarily serves clients in the Houston metro area, including Katy, Cypress, Memorial, The Woodlands, and surrounding communities. Some services may be provided remotely depending on the engagement.

Lists Allen and Houston as a location. Names Texas, Cypress, Houston, Katy, and The Woodlands as a service area. Areas beyond these are not published.

Advisory work is built around real business decisions rather than generic reports. Typical topics include:

• Whether the business is truly profitable after owner pay, taxes, debt, and working‑capital needs
• How reliable the books are for supporting planning and decisions
• Cash‑flow questions when cash feels tight despite reported profit
• Hiring, expansion, equipment purchases, or new‑debt decisions
• Year‑end tax planning and estimated tax payments
• Owner compensation, payroll, distributions, and benefits
• Entity‑structure and S‑Corp compensation reviews

Advisory often works best once books are reasonably clean; in some cases, the first step may be accounting cleanup or outsourced accounting.

Fractional controller and CFO-style advisory

For growing businesses that need more financial leadership than basic bookkeeping provides, but are not ready for a full‑time CFO, services can include:

• Improved financial reporting and cash‑flow visibility
• Support for budgeting, forecasting, and financing discussions
• Stronger processes around monthly close and management reporting
• Coordination between accounting, tax planning, and owner‑level decisions

Who these services are for

• Growing owner‑operated businesses
• Professional service firms
• Businesses preparing for major decisions, transitions, or growth

These advisory and fractional controller/CFO services are customized to each business. The website does not publish set packages, outcomes, or pricing. Business owners should contact the firm to describe their situation and request an appropriate level of support.

For clients who receive IRS or state notices, the firm can:

• Review the notice and explain what the IRS or state is asking for
• Help organize documentation and prior returns
• Assist in preparing responses before the taxpayer replies or agrees to a payment plan

IRS audits

When a taxpayer receives an IRS audit letter or document request, services can include:

• Reviewing the audit notice and requested items
• Organizing supporting records and documentation
• Assisting with responses to proposed adjustments
• Discussing options related to penalties or appeals, as appropriate

Delinquent returns and back taxes

For clients who are behind on filings or have unpaid balances, the firm can:

• Reconstruct records where possible
• Prepare and file missing returns
• Review IRS account balances and notices
• Evaluate practical compliance and payment options

Tax resolution for liens, levies, and collection matters

Chery Finn CPAs provides IRS tax resolution services for issues such as:

• Liens and levies
• Wage garnishments and payroll‑tax issues
• Payment plan and installment agreement requests
• Offers in compromise and other collection‑related matters

Former IRS Revenue Agent experience is part of the team, which helps inform how notices, audits, documentation, and resolution strategies are approached.

Specific outcomes, settlement amounts, or IRS decisions cannot be guaranteed. Each case depends on the taxpayer's facts and IRS rules at the time. Fees, results, and timeframes are not published on the website and must be discussed directly with the firm.

Ask anyway — the agent will say plainly that it is not published rather than guess.