Our Mission

 

Working hard to make a better life for your family and the next generations is a core American principle. However, these goals are often hindered by burdensome regulations and a punitive tax system. Our mission is to provide clients with the best possible perspective to understand the challenges they face and the opportunities available to them. With a particular focus on taxation, FPA provides sophisticated tax planning and strategies to clients of all types and sizes. We look at each client’s situation as an opportunity to create a unique, custom-fit strategy that works for them, not pre-packaged solutions that claim to be “one size fits all”

Our firm is based in The Woodlands, Texas. We are proud to serve this wonderful community. Our clients, however, are all over the Houston metro area as well as in many other states.

OBSERVE

To observe means to notice or perceive something and register it as significant. It requires watching developments carefully and attentively. This is how FPA keeps clients informed of and alert to changing tax law. By staying current with tax law and regulations, potential benefits are identified and upcoming challenges are met with full understanding.

LISTEN

Listening is one of the most important skills, whether in personal or business situations. Have you ever felt that you weren’t being heard or understood? That nobody was concerned about what you were trying to communicate? At FPA we practice “active listening”. Our goal is to completely understand the issues that are important to you. You’re not meeting with us to hear us talk. You want confidence that your message has gotten through, loud and clear.

EXECUTE

Execution is where the plan developed from observing the technical and legislative tax developments and listening to our clients’ issues and concerns is carried out. Accomplishing the plan that has been carefully developed through collaborative effort is where everything pays off. When a sports team loses a game how often does the coach say, “We had a good game plan. We just didn’t execute.”? FPA professionals have the experience to make sure your plan succeeds.

Our firm is based in The Woodlands, Texas. We are proud to serve this wonderful community. Our clients, however, are all over the Houston metro area as well as in many other states.

What We Do

 

 

 

Tax Planning & Consulting

  • Choice of Business Entity
  • Tax Accounting Methods and Changes
  • Mergers, Acquisitions & Dispositions
  • IRS Controversy Representation
  • ASC 740 – Tax Provisions
  • Business Succession Planning & Exit Strategies

 

 

 

Tax Preparation

  • Partnerships/LLC’s
  • Corporations
  • S Corporations
  • Trusts
  • Estates
  • Individuals
  • Federal/Multi-State/International

 

 

 

 

Industry and Specialty Expertise

  • Oil and Gas
  • Manufacturing and Distribution
  • Real Estate
  • Professional Services
  • Technology and Software
  • Private Equity
  • Biotech
  • Restaurants
  • Construction
  • Family Offices
  • Entrepreneurs
  • Investors

Who we Are

Timothy Freese, CPA | Managing Partner

Tim has over 20 years experience consulting with a wide variety of clients on their most important tax issues, helping them to preserve capital, become more profitable and take advantage of opportunities. His clients have consistently benefited from his expertise in areas such as Partnership and Corporate Taxation, Mergers and Acquisitions, Oil and Gas, and International Tax reporting for US companies.

Clients that have appreciated Tim’s creative, yet straightforward approach to taxation, include entrepreneurs, family- owned businesses, corporations and partnerships of all sizes and US companies with operations in other countries. According to Tim “Listening to a client’s needs and making the complex environment of tax regulation understandable are the qualities that help me provide value. Enhanced responsiveness and tailored attention are elements I strive to bring to client relationships.”

Background

Tim is a graduate of Loyola University New Orleans and is originally from the Crescent City. Since relocating to Texas in 1996 for greater career opportunity, he has lived in The Woodlands area. Tim is a recipient of the prestigious “Top Ten Award”, for achievement on the CPA exam. Scoring the highest mark in Texas for that session, Tim was honored to be invited to speak to the incoming group of CPA’s at the swearing in ceremony in Austin.

On A Personal Note

With his wife, Daphne, of nearly 35 years, Tim has raised three daughters in The Woodlands area. Two are graduates of Sam Houston State University (one in accounting) and the other has recently graduated from Lone Star . Instilling in his daughters a drive for achievement and a desire to be self-reliant are two of the things that provides Tim with satisfaction. He now has two four year old grandsons and a one year old granddaughter.

Sylvia Peralez, CPA | Partner Sylvia

has a level of commitment to her clients that is unparalleled. She is driven by a desire to help others that is demonstrated in both business relationships and personal ones. Throughout her career, this quality has served her well with clients and colleagues. That mindset, coupled with over 11 years of tax and consulting experience, have helped her become a highly valued asset to clients experiencing the inevitable cycles that occur in business and personal development. She has obtained significant experience in the tax issues most relevant to individuals, small businesses and family office structures.

Clients quickly realize that Sylvia understands the importance of family, business ownership and the desire for that legacy to pass to their heirs or chosen successors in a smooth transition, minimizing taxes and maximizing value. She enjoys the dynamic of working alongside families to provide guidance and advise on the mitigation of risk for all of the clients’ individual, trust and estate tax compliance needs at the federal and multi-state levels. And, when required, her experience and perseverance for excellence have proven invaluable in obtaining positive results for clients facing difficult IRS matters.

Background

Sylvia has always called the Greater Houston area her home. She grew up in Tomball, is an alumni of the University of Houston and currently resides in the Spring area. As a working mom, she attended the Bauer College of Business at the University of Houston, where she earned her bachelor’s degree in Accounting. This was followed by certification as a Public Accountant in the State of Texas. For the past eight years, she practiced at a mid-size local firm in the Heights area, where she would learn skills and make connections launching her into the next phase of her career as a Partner at Freese, Peralez & Associates, LLC serving the Houston Metro area from their base in The Woodlands, Texas.

On A Personal Note

Spring, Texas is where Sylvia has chosen to raise her four school-age children. She is mother to a 17 year old daughter, a 14 year old son and 7 year old (fraternal) twins, a boy and a girl. All of her children attend Klein ISD schools and are active in various sports, clubs and organizations, including soccer, football, National Honor Society, Student Council, Girl Scouts of America and Boy Scouts of America. By way of example, Sylvia strives to instill humility, empathy and integrity in all of her children. Her recent participation as an organ donor in a six-way (3 donors and 3 recipients) kidney swap, was instrumental in saving the life of a dear friend and two complete strangers. Her act of selflessness is a testament to the person she is and role- model she seeks to be.