Meet Your Team
"Clean Books Tax+ began long before the firm existed — back when we met studying accounting at the University of St. Thomas. After years in public accounting serving Fortune 500 clients, we reached a ceiling in our growth. The next natural step was clear: take everything we learned and build a firm where business owners could access Big 4 quality with a more personal, intentional experience."
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Cindy Cortez, CAA
Principal Accountant
Director of Consulting & Strategy
Peter Cortez, MBA
Principal Accountant
Director of Tax & Accounting
Meet the Operations Team
We take great pride in our Operations Team, whose dedicated efforts play a crucial role in making your experience both efficient and effortless. Their commitment to excellence ensures that everything runs smoothly, allowing you to focus on what truly matters.
Lani Rodriguez + Krystal Ramirez
Operations Support Specialists
What our clients say matters.
We’re proud to share that Clean Books Tax+ has earned a consistent record of five‑star reviews on Google. These testimonials reflect the trust our clients place in our work, our standards, and the people behind the firm.You can explore all of our reviews through the link here: Google Reviews
Here are some highlighted reviews from clients who have experienced our commitment to accuracy, clarity, and exceptional service:
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Jose S.
I had a great experience here. The customer service was very welcoming and easy to understand, and they really took their time answering all of my questions kindly and thoroughly. Cindy was especially supportive and made the entire process feel smooth and stress-free.
Ajay S.
Clean Books Tax and Consulting has been very reliable, quick, and trustworthy for me and my business for the last 10 years. Every time I needed their help, they provided the necessary guidance. I depend upon them for my business succcess. Good luck to the whole team in future.
Vida M.
Cindy and her team are amazing! They are very professional and knowledgeable. I left my session feeling at ease knowing that my business taxes are in their capable hands. They've definitely gained a lifelong customer. I'd highly recommend them for all tax purposes!
Big Firm Quality | Small Firm Feel
Today, Clean Books Tax is powered by a diverse team of seven with Ex-Big 4 accountants and multiple support staff across departments.
Our backgrounds span tax, audits, forensics, and financial reporting — the same expertise trusted by Fortune 500 companies.
Now, that depth is brought by us to entrepreneurs and service‑based businesses nationwide.
Contact
Our team is always excited and honored to work with you. Let's connect.
Arena Towers – Arena Tower Two
7324 Southwest Freeway, Ste. 266 l Houston, TX 77074