Updated:
← Back to Bookkeepers in the San Antonio-New Braunfels Area, TX Compared (2026)Valadez CPA
What we could verify
- Registered business?
- Registration found: Texas Comptroller, status Active franchise taxpayer, formed 2023
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local
- Software?
- QuickBooks
3 of 5 answered from a dated source.
Documents 3 of 5 core services; IRS preparer record found for a named person; registered entity verified.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Valadez CPA | home page | |
| Website | https://valadezcpa.com/ | home page | |
| Office locality | San Antonio, TX | home page | |
| Phone | +12103460036 | home page | |
| Monthly bookkeeping | Documented: ...and optimizing financial outcomes. Accounting & Advisory Our services encompass monthly accounting and financial advisory, ensuring accuracy and compliance while providing valuable... | home page | 8 pts (max 8) |
| Catch-up / cleanup | Documented: ...to change depending on the scope of work required. QuickBooks Clean-Up We offer a clean-up service for your QuickBooks account to correct any miscalculated entries or add/remove... | /services | 5 pts (max 5) |
| Month-end close + reporting | Documented: ...and procedures implementation and maintenance Periodic monthly, quarterly and annual financial statement reviews 1099 Preparation Financial Statement Analysis QuickBooks... | /services | 6 pts (max 6) |
| Software supported | QuickBooks | /services | 5 pts (max 5) |
| Local / remote model stated | Local | /contact | 3 pts (max 3) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Mark James Valadez · CPA (self-reported to the IRS, not a state license) · business name on the record: Valadez CPA PLLC | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| What is included / excluded | Documented: ...you to set-up your QuickBooks account tailored to your specific industry, items covered include: Chart of accounts Connection of bank accounts Initial journal entries A meeting to... | /services | 5 pts (max 5) |
| Named contact / team | Mark James Valadez, CPA | /about-me | 3 pts (max 3) |
| Entity found in the state business registry | Business registration found: VALADEZ CPA PLLC · SOS file 0805135892 · Texas Comptroller · Active franchise taxpayer | State business registry Third-party Sep 26, 2026 | 6 pts (max 6) |
| Years operating (registry formation date) | Formed 2023-07-11 (SOS charter date as recorded by the Texas Comptroller) | State business registry Third-party Sep 26, 2026 | 5 pts (max 5) |
Checked and not found
- Not documented. Checked 4 pages of the firm's own site on 2026-09-26 (Firm's own website): Offers bookkeeping; AP / AR (0 pts, max 4); Payroll coordination (0 pts, max 4); Industries served (documented) (0 pts, max 5); Pricing approach published (0 pts, max 6); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Communication channel / process (0 pts, max 3); Privacy / data-handling page (0 pts, max 2).
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); Working contact route verified (0 pts, max 2).
Check it yourself on the state's own records: Texas State Board of Public Accountancy license search and business registry search.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists Mark James Valadez under the business name 'Valadez CPA PLLC' in San Antonio, TX. The record lists: CPA. It is one individual's IRS preparer record, not a firm license or a directory listing. Its CPA entry is self-reported to the IRS and is not a state CPA license. It does not prove service quality.
- Entity found in the state business registry: Business registration found: Texas Comptroller of Public Accounts, active franchise taxpayer data (data.texas.gov 9cir-efmm) lists VALADEZ CPA PLLC (SOS file 0805135892), status Active franchise taxpayer, checked 2026-09-26. It confirms a registered entity, not a license to practice accountancy.
- Years operating (registry formation date): The registry records 2023-07-11 as the SOS charter date as recorded by the Texas Comptroller.
Data limitations
- 20 of 23 evidenced items come from Valadez CPA's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
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