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FOUNDER & CEO

JONI DERETA

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Joni Dereta is a seasoned financial accounting professional with an impressive career spanning just over 39 years. Her expertise lies in providing comprehensive financial services tailored to meet the unique needs of businesses and individuals. As the founder and head of her financial accounting company, Joni has built a reputation for accuracy, reliability, and personalized client service.

 

Her firm offers a wide range of services, including:

 

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Joni’s hands-on approach and deep understanding of financial regulations have made her a trusted partner for businesses across various industries. Whether you’re a small startup or an established enterprise, Joni provides the tools and insights necessary to navigate the complexities of financial management.

 

Her dedication to helping clients succeed goes beyond numbers—she builds lasting relationships based on trust and a genuine commitment to their success. With Joni Dereta at the helm, you can confidently focus on growing your business while she handles your financial needs with expertise and care.

• Monthly and Quarterly Financial Statements: Preparation and analysis to help businesses maintain financial health.

 

• Tax Services: Expert preparation of both business and individual tax returns.

 

• Payroll Solutions: Management of payroll and associated tax reports, including 941, TWC, 940, W-2, W-3, 1099, and 1096 forms.

 

• Franchise and Sales Tax Reporting: Ensuring compliance with state and federal tax requirements.

 

• Business Operations Support: Handling bank reconciliations, accounts receivable, and accounts payable for streamlined operations.

 

• Company Formations: Assisting with the establishment of LLCs, non-profits, and other business structures.

 

• Licensing and Permits: Helping businesses secure state licenses (TABC, TXDOT), Federal ID numbers, and State Sales Tax permits.

PRACTICE & EXPERIENCE

If you’re a business owner, the right professional tax services can make all the difference when tax season rolls around. Dereta Financial has the experience to handle even the most complicated tax situations your company may be faced to confront.

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So, don't go it alone! Let the nearly 40 years of tax experience guide you through a smooth and stress free year. You simply don’t want to waste so much effort trying to figure out complicated forms when you should be focused on running your business. This is why hiring Dereta Financial for your tax preparation and tax planning services can be so helpful.

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Reliable bookkeeping services are a critical part of running a business. Keeping your books accurate and organized is essential when handling a business or even your personal taxes. Having a good set of books are vital when tax season approaches. Don't let the season, that comes yearly, sneak up on you! Being prepared is always the best and smartest move you can make.

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Dereta Financial will be a great help to you and your company. We’ll be able to handle figuring out your business tax returns, leaving you free to focus on the day-to-day running of your business. In addition, we can also help you figure out and manage any other financial concerns you may have. At Dereta Financial, we customize our services to meet your needs.

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We also offer everything from tax filing to tax preparation and planning services in order to make your financial situations a breeze. Those in need of tax and accounting services in and around Burleson, TX, should contact us at Dereta Financial.

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