About The Company

Michelle

Michele beck, cpa

Michele established Beck + Ibarra CPA and is President of the company. She is responsible for the general operation of the office, tax engagements, and business and financial management. She performs, as well as supervises, all facets of our accounting practice, including financial statements, partnership and corporate tax returns. Michele’s strong commitment and hard work has made Beck + Ibarra CPA growth and stability possible.

Adam Formal

Adan Ibarra, cpa pfS

Joining the company in January 2021, Adan has over 20 years’ experience in finance that ranges from credit analyst, debt placements, mergers & acquisitions, renewable energy & CFO of AKA Partners LLC a  real estate development/sponsor. His experience in renewable energy consists of being involved in over 30 development projects across multiple states such as CA, AZ, NM & PA. 
Mr. Ibarra attended the University of North Texas. He is a CFA Level II candidate and received his CPA license in 2022. He completed a master’s degree in Advanced Data Analytics in 2021.  He recently added the Personal Financial Services designation as well which is issued by the AICPA.

More On AICPA & CIMA*
The Association of International Certified Professional Accountants (the Association) is the most influential body of professional accountants, combining the strengths of the American Institute of CPAs (AICPA) and The Chartered Institute of Management Accountants (CIMA) to power opportunity, trust and prosperity for people, businesses and economies worldwide. AICPA & CIMA represent 689,000 members, students and engaged professionals in public and management accounting and advocates for the public interest and business sustainability on current and emerging issues.
 

affiliated company leadership team

Tom is a financial advisor and the owner of Prosperitas Wealth Management LLC. He has always enjoyed helping their clients answer the big questions in life, such as: “Am I paying too much in taxes?”, “Are my investments too risky — or not risky enough?”, “Will I have enough money to retire when I want to?”, or “How much will it cost to send my kids to school?”
Married, with nine children, Tom has always been a good listener, meticulous organizer, and creative problem solver.
Since becoming a financial advisor in 2000, he has helped hundreds of clients organize their finances, develop their financial plan, manage their assets according to their risk tolerance, and help them control various risks via the appropriate types and amounts of insurance.
We have our own Registered Investment Advisor through the Texas State Securities Board which allows us the additional freedoms to assist our clients in the way that best suits each of them. In addition, our collaboration with Michele Beck, CPA, Shrewd Ventures LLC, and Keen Coverage LLC further enhances our capabilities and the services available to our clients.

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