Our goal at CTA Advisors is simple, we want to help people. We get excited about working with our clients and building relationships with them. We believe in being informative and clear when working with our clients. We believe in being responsive and available anytime questions or concerns arise, or even just to grab a cup of coffee. These beliefs are what help us form a lasting relationship with our clients. We want to make the complicated more manageable. We want to partner with you to make your personal finances or running your business simpler. From answering questions about your personal taxes to walking through how to start a business, we are here to help.
CTA Advisors, LLLP is a full-service public accounting firm, serving individuals and business owners! We proudly serve clients in Northwest Arkansas and all over the country. We are experienced in a wide range of industries and occupations. We enjoy helping bring new business to life and helping those already in motion. We are here to answer your accounting, tax, IRS, personal finance and/or business formation questions.
Antonio has always had a deep relationship with business. At the age of four his favorite thing to do was to pretend to be storekeeper. He would sell his snacks to his happy customers! He loved the idea of running a business and constantly wanted to learn more about how it all worked. His passion for business motivated him to graduate from the University of Arkansas with a B.S.B.A in Accounting and become a CPA. Antonio gets excited about the opportunity to talk with clients about how they can make running their business simpler.
He enjoys making clients financial picture clear and easy to understand, so that they can feel confident that they are making decisions that help their business succeed and grow. His love of business and his enthusiasm for helping people is what led to the founding of CTA Advisors, LLLP. He’s always happy to talk business with you. When he’s not talking business, Antonio likes exploring all types of music, reading a good book, or watching football. He’s a foodie at heart, and will hardly ever turn down a lunch invite!
Matthew earned his B.S.B.A in Accounting from the University of the Ozarks in 2018, laying a solid foundation for his career. Leveraging his extensive education and background, he consistently delivers value to our clients. A strategic thinker and adept problem solver, Matthew is dedicated to setting clients up for success.
His commitment to people shines through in all aspects of his work, reflecting his belief in the significance of genuine connections. Outside the professional realm, Matthew finds joy in reading and writing, indulges in his passion for sports, and cherishes moments spent with family and friends
With a decade of invaluable experience in executive support, Rosie Mendez has cultivated a reputation for excellence and dependability. Her role has been pivotal in maintaining efficient operations, managing complex schedules, and facilitating effective communication between executive leadership and various stakeholders.
Jeff Caldera graduated from the University of Arkansas with a BSBA in accounting and is driven by a strong belief in integrity, loyalty, and respect. His academic journey at the UofA has equipped him with a solid foundation in accounting principles, financial analysis, and strategic decision-making skills. He also developed a keen eye for detail, a passion for numbers, and a commitment to ethical business practices. In addition to his academic pursuits, he is proudly serving as a member of the Arkansas Army National Guard. His experience in the military has instilled the values of discipline, leadership, and adaptability. The combination of military service and accounting education has molded him into a professional who excels under pressure, values teamwork, and embraces strong work ethic.
Absolutely! We offer all our services to make your life simpler but were happy to take on as much or as little as you may need. Typically we find that because of our efficiency in the area of bookkeeping, payroll, and tax compliance we can do it affordably and quickly. This allows you to focus on building your business! Our goal is maintaining a good relationship with you so that you’re comfortable reaching out with questions about anything you decide to do yourself.
Our initial consultation is absolutely free, and we work through a checklist of what you’ll need to get your business off the ground in a strategic and efficient way.
There are a couple ways! The first is in person. We love chatting with are clients, you can swing by and drop off documents without the need for an appointment. The next is our online portal, where you can securely upload your documents. We can send you a link to setup your profile. Scan and upload, or access the portal from your phone and upload a picture.
We do our best to estimate the fee so you know what it’ll cost. Fee’s will vary by complexity of the tax return. I.e. do you have a small business, do you qualify for credits like solar, foreign income etc.. We won’t nickel and dime you, and transparency is our favorite.
Yes.. and No.. Extensions are designed to give taxpayers more time to “file” but not to pay. So while you won’t get a failure to file penalty, you may still have to pay a penalty if you owe taxes. We help you estimate what your tax liability might be so that we can try and have it paid on time, even if your taxes aren't 100% ready to file.
The simplest way for us to get a picture of what you will need for the current year is view the last tax return you filed. Also any tax documents you may have already received. If in doubt, breath easy, we’ll help you figure out what you need.