A bilingual business development expert and certified tax professional, Adriana Alamo brings extensive experience in financial services, regulatory compliance, and taxation. Based in the Dallas–Fort Worth area, she has owned a tax preparation franchise and worked in financial marketing and insurance. Adriana holds a degree in Marketing and Accounting from the University of Texas at El Paso.
Experienced Accounting and Audit Professional with 15+ years in financial reporting, tax preparation, and team leadership across the US, UK, and India. Currently a Bookkeeping Supervisor and Tax Assistant at Alamo Financial Services, specializing in streamlining bookkeeping operations and pursuing Enrolled Agent certification to deepen US tax expertise.
With over 10 years of experience in government accounting, he oversees the registration, monitoring, and control of invoices and payments, ensuring accuracy, compliance, and efficient financial operations.
She specializes in bookkeeping, payroll processing, and tax compliance for small and mid-sized U.S. businesses. Having a solid experience with QuickBooks Online, payroll reconciliations, EFTPS payments, and Texas Sales Tax filings, she brings strong analytical skills, precision, and a results-driven approach to ensure accuracy and efficiency in every financial process.
With over five years of experience, he brings expertise in QuickBooks management, tax return preparation, financial recordkeeping, all while providing administrative support as needed.
Executive & Client Services Assistant
She oversees administrative process optimization, operational coordination, and strategic support for the accounting team. Her primary focus is ensuring seamless communication with clients while guaranteeing that every task is handled with maximum efficiency, timeliness, and accuracy.
