New Office Drop-Off Location: 15460 Pin Oak Dr, Conroe, TX 77384 (leave with the front desk at Lake Creek Academy)
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We are not taking on new clients at this time. We can refer you to a trusted Enrolled Agent for taxes and bookkeeping.
Potler CPA Services, PLLC is a locally owned, leading professionally managed accountancy firm in the North Houston Area offering comprehensive professional services. Our accounting services include remote or on-site bookkeeping, remote or on-site QuickBooks consulting, personalized QuickBooks training, business formation assistance, Microsoft Office consulting by a certified Microsoft Office Specialist, and both personal income tax and corporate income tax preparation by a licensed CPA.
Financial planning, retirement, estate planning and identity restoration services are not offered at this time, but we have several local business partners to which we refer our clients.
Jonathan Potler, President of Potler CPA Services, PLLC, has more than 15 years of experience as a licensed CPA in a variety of industries, including public accounting, manufacturing and Oil & Gas. His understanding of complex accounting transactions and financial statements, as well as his passion for numbers and supporting small businesses, led to his desire to work on income tax returns and bookkeeping.
In 2015, Potler CPA Services, PLLC acquired Simple Solutions Consulting and Bookkeeping Solutions Houston. The original companies were formed in 1998 and grew, over the period of 17 years in NW Houston, into successful leading bookkeeping and consulting firms. In 2016, Potler CPA Services relocated the office to The Woodlands.
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