About Sheffield, Trackwell & Rapp, LLC

Sheffield, Trackwell & Rapp, LLC provides a wide range of services to individuals and businesses in a variety of industries.

Sheffield, Trackwell & Rapp, LLC has served individual and corporate clients since 1979. With a rich history of providing excellence in financial services, we have over 45 years of experience in nearly every area of Accounting.

With two locations in the Greater Houston area, Sheffield, Trackwell & Rapp, LLC is a full service CPA Firm offering clientele services ranging from tax compliance for individuals, trusts, and estates, to tax compliance and consulting for businesses across a wide diversity of industries.

We provide accounting due diligence services to Pre-IPO, private equity groups and other growth oriented companies. We also provide attestation work including audited financial statements, reviewed financial statements and compiled financial statements. Our experience includes serving individuals as well as numerous industries in markets throughout the United States.

Whether you are an individual or business in the Houston area, Sheffield, Trackwell & Rapp, LLC has years of valuable experience assisting professionals with their accounting needs.

Sheffield, Trackwell & Rapp, LLC has served individual and corporate clients since 1979. With a rich history of providing excellence in financial services, we have over 45 years of experience in nearly every area of Accounting.

With two locations in the Greater Houston area, Sheffield, Trackwell & Rapp, LLC is a full service CPA Firm offering clientele services ranging from tax compliance for individuals, trusts, and estates, to tax compliance and consulting for businesses across a wide diversity of industries.

We provide accounting due diligence services to Pre-IPO, private equity groups and other growth oriented companies. We also provide attestation work including audited financial statements, reviewed financial statements and compiled financial statements. Our experience includes serving individuals as well as numerous industries in markets throughout the United States.

Whether you are an individual or business in the Houston area, Sheffield, Trackwell & Rapp, LLC has years of valuable experience assisting professionals with their accounting needs.

Key to Our Success


Our mission at Sheffield, Trackwell & Rapp, LLC is to provide excellence in accounting and business services by offering a personalized level of service in a cost-effective manner that is both timely and proactive.

Our Firm Philosophy

Responsive and Personal Service

Our firm believes our clients are best serviced with a proactive, passionate and technically superior team of professionals with an emphasis placed on continuity of the service team.

Value Received for Fees

Our firm offers a distinct advantage to our clients: we provide large professional services at highly competitive prices.


Deep Experience

Our firm provides access to a pool of highly skilled professionals available to assist you with your accounting consulting requirements.

Independence and Integrity

Our firm adheres to a strict Code of Conduct at every level of service. We require independence in face and appearance of every partner, employee and any related party.


Our Firm Philosophy

Responsive and Personal Service

Our firm believes our clients are best serviced with a proactive, passionate and technically superior team of professionals with an emphasis placed on continuity of the service team.

Value Received for Fees

Our firm offers a distinct advantage to our clients: we provide large professional services at highly competitive prices.


Deep Experience

Our firm provides access to a pool of highly skilled professionals available to assist you with your accounting consulting requirements.

Independence and Integrity

Our firm adheres to a strict Code of Conduct at every level of service. We require independence in face and appearance of every partner, employee and any related party.


Our Team Members




Our Team Members

Jim Trackwell

CPA


Jim has over 25 years of experience in the manufacturing and oilfield services sectors with an expertise in corporate, partnership, federal and state taxation. Jim also has deep experience undertaking due diligence projects related to the acquisition of entities serving the manufacturing and oilfield services. Jim has experience in both the buying and selling side of more than 100 transactions ranging in size of $1,000,000 to $135,000,000 over the course of his career. His experience also includes tax consulting for high wealth individuals, tax compliance and consulting for companies with international reach, and an in-depth knowledge of many other industries.

Greg Rapp

CPA


Greg Rapp, CPA has extensive experience providing domestic and international tax compliance services to corporations and partnerships . His background also includes providing due diligence services to companies serving the manufacturing and oilfield services industries. Greg also has provided attestation services including audited, reviewed and compiled financial statements. Greg's clientele consists of high wealth individuals, trust and estate planning, mid-market manufacturing companies, medical facilities and many other industries.


Debra Clark

RTRP


Debra Clark, RTRP, is a principal with Sheffield, Trackwell & Rapp, LLC. Debra began her career over 40 years ago in Public Accounting, including federal and state compliance for all types of taxpayers, tax planning, financial statement accounting, and payroll accounting. Debra also oversees the management and coordination of the tax preparation work flows. Debra has close relationships with a large portion of the firm’s client base and feels fortunate to be able to call them friends.

Away from the office, Debra enjoys quilting, reading, and traveling. She is especially proud to be a grandmother to her granddaughter, Avery.

Tracey Johnson


Tracey Johnson has over 30 years of experience in many phases of Accounting. Tracey earned her BBA from West Texas A&M University. She gained a wealth of knowledge working in industry where she attained experience with hands-on accounting processes required to run a successful business. Tracey has experience in medical, agricultural, construction and several other industries. She has extensive knowledge of QuickBooks, payroll, business and individual tax preparation.

When Tracey is away from the office she enjoys boating, traveling, and spending time with her family.


Liz Perkins


Liz Perkins has over 20 years of experience in the preparation of individual income tax returns. Liz also has extensive experience in Estates and Trusts, including preparation of estate inventories, preparation of estate and/or trust accounting, preparation of Estate/Trust Income Tax Return Form 1041 and Estate Tax Return Form 706.

Paul Ferree


Paul Ferree has extensive experience providing tax compliance services to corporations and partnerships as well as individuals. Paul is a QuickBooks Pro Advisor and has assisted countless business owners maintain the integrity of their financials on a monthly, quarterly, or annual basis. Paul is also proficient in ComputerEase: Construction Accounting Software, PowerChurch and Quicken. He has provided attestation services, including audited, reviewed, and compiled financial statements. Paul’s clientele consists of high wealth individuals, manufacturing companies, non-profits, and a multitude of other industries.


Leah Martines


Leah Martines has been a Staff Accountant for Sheffield, Trackwell & Rapp for 7 years. She focuses on tax returns for individuals, corporation and partnerships. Leah also specializes in day to day bookkeeping for clients; including accounts payable, accounts receivable, and payroll reporting.

While away from the office, Leah enjoys traveling and spending time with her friends, family, and dog, Maggie.

Susan Tarver


Susan Tarver has over 15 years in the accounting industry. She has extensive experience in various roles, such as payroll reporting, bookkeeping, and sales tax returns. She also plays a vital role in preparing both domestic and international tax returns for individuals, corporations, and partnerships.

When Susan is not as work, she is an active volunteer and PTO member in her children’s school. Her passions include traveling, reading, and relaxing with her family and friends.


Jessica Thompson


Jessica Thompson is a graduate of Sam Houston State University and an active member of the Conroe-Woodlands community. Jessica graduated in 2017 with a Bachelor’s degree in Accounting, and is currently pursuing her CPA. Before moving to the Houston area, Jessica began her career as an Accountant for Quality Companies, a major oil rig manufacturing company in Youngsville, LA, assisting the Controller in a wide range of private accounting needs.

Over the past several years, Jessica has gained experience in performing complex individual, partnership, corporate, international, and not-for-profit tax returns, as well as major audits, bookkeeping, and payroll reporting.

Camille Lariviere


Camille recently graduated from Sam Houston State University with her B.A. in Accounting and is currently pursuing her Masters. Camille specializes in individual tax returns, bookkeeping, and property tax renditions. She also assists in company audits in various supportive roles.

In her personal life, Camille enjoys reading, baking, and spending quality time with her family and pets.

Privacy Policy

CPAs, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information. CPAs have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, we have always protected your right to privacy.

TYPES OF NONPUBLIC PERSONAL INFORMATION WE COLLECT

We collect nonpublic personal information about you that is either provided to us by you or obtained by us with your authorization.

PARTIES TO WHOM WE DISCLOSE INFORMATION

For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees and, in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared.

PROTECTING THE CONFIDENTIALITY AND SECURITY OF CURRENT AND FORMER CLIENTS' INFORMATION

We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.

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Please call if you have any questions, because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.

Privacy Policy

CPAs, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information. CPAs have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, we have always protected your right to privacy.

TYPES OF NONPUBLIC PERSONAL INFORMATION WE COLLECT

We collect nonpublic personal information about you that is either provided to us by you or obtained by us with your authorization.

PARTIES TO WHOM WE DISCLOSE INFORMATION

For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees and, in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared.

PROTECTING THE CONFIDENTIALITY AND SECURITY OF CURRENT AND FORMER CLIENTS' INFORMATION

We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.

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Please call if you have any questions, because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.

 

Contact us today to learn more about the company and our values.

We look forward to hearing from you.