SRC Bookkeeping & Tax
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Publishes prices
- Local or remote?
- Local
- Software?
- QuickBooks Online, Shopify
Who they say they serve: construction, contractors, restaurants, nonprofits (self-reported, from the firm's own website)
3 of 5 answered from a dated source.
Documents 5 of 5 core services; publishes prices.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | SRC Bookkeeping & Tax | home page | |
| Website | https://www.srcbookkeepingtax.com/ | home page | |
| Office locality | The Woodlands, TX | home page | |
| Phone | +15153141416 | home page | |
| Offers bookkeeping | Documented: SRC Bookkeeping & Tax | The Woodlands, Texas Bookkeeping and tax services for small businesses in The... | home page | |
| Monthly bookkeeping | Documented: ...goes out, but the details are fuzzy. You're not sure what you actually made last month. Monthly bookkeeping gives you real visibility into where you stand and where the money is... | home page | 8 pts (max 8) |
| Catch-up / cleanup | Documented: ...and transactions waiting to be categorized. We specialize in bookkeeping cleanup and catch-up services. We get you current and keep you there going forward. Tax Season Keeps... | home page | 5 pts (max 5) |
| AP / AR | Documented: ...accurate records so you can move forward with confidence. Bill Payment We manage your accounts payable so bills get paid on time. Invoices are tracked, payments are scheduled, and... | home page | 4 pts (max 4) |
| Payroll coordination | Documented: ...receivable so invoices go out on time and payments get tracked. You focus on the work. Payroll System Setup & Training One-time payroll system configuration with hands-on training... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...My career started at U.S. Bank in credit review, analyzing commercial borrowers' financial statements and loan portfolios. That experience taught me what lenders look for and how... | /about | 6 pts (max 6) |
| Industries served (documented) | construction, contractors, restaurants, nonprofits | home page | 5 pts (max 5) |
| Software supported | QuickBooks Online, Shopify | home page | 5 pts (max 5) |
| Local / remote model stated | Local | /about | 3 pts (max 3) |
| Pricing approach published | Publishes prices: "$199/mo" | /pricing | 6 pts (max 6) |
| What is included / excluded | Documented: ...Full-Service Bookkeeping One flat monthly rate based on your monthly expenses. What's included Every month, we reconcile your accounts, categorize your transactions, and close your... | /pricing | 5 pts (max 5) |
| Reporting cadence stated | Documented: ...preparation. Then I served as a staff accountant for a nonprofit in Iowa, handling monthly reporting, payroll, accounts payable and receivable, reconciliations, 1099 filings, and... | /about | 4 pts (max 4) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy | 2 pts (max 2) |
Checked and not found
- Not verified. Searched the IRS PTIN holder file (updated 2026-02-23) for business name 'SRC Bookkeeping & Tax' in The Woodlands, TX on 2026-09-27: no matching preparer record (IRS preparer records): Bookkeeping designation (AIPB/NACPB) or IRS preparer record (0 pts, max 6).
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Onboarding described (0 pts, max 4); Named contact / team (0 pts, max 3); Communication channel / process (0 pts, max 3).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: Texas State Board of Public Accountancy license search and business registry search.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 22 evidenced items come from SRC Bookkeeping & Tax's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.