Featured Services

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 Opening your own business is exciting and thrilling. It's everything that comes after the excitement and thrill has worn off that dictates whether a small business will make it or not. It's up to you to maintain and stretch out the "thrill and excitement" period forever.

A methodical plan of action is needed to fulfill your dream or goal of being your own boss and running a successful business. Success lies in the approach you choose to take. We help you avoid the common pitfalls that many new small business owners make when starting their new venture.

Schedule a New Business Consultation today.  We will provide you with a overview of all aspects of starting a new business.

Buying or selling a business is full of opportunities and pitfalls.  Simple items can result in huge tax consequences.  Align yourself with a team with a long track record of helping structure deals to maximize your goals.  

Ever wonder if you will have enough cash to pay for your children's college education?  What about expectations of your quality of life in your retirement years?  Contact us now so that we can help you develop a plan to meet your financial goals. 

Let us help you evaluate the opportunity before you acquire a franchise.  In an area that is often surrounded with lofty promises and images of grandeur, let us help you fully analyze the opportunity and help temper the emotion of buying into a franchise.

Aside from 1040s, we prepare all state returns, FBARs, etc. Contact us for your amended return needs or if you need to "get caught up" with your tax filings.

We are knowledgeable with corporate (1120), S-corporation (1120S), partnerships (1065) federal and business state and local returns, including the Texas Franchise Tax returns and Business Personal Property renditions.

We prepare fiduciary returns (1041s) for all kinds of trusts; grantor, irrevocable, living, etc., and death estates.

Let us help you prepare or correct your federal and state payroll tax returns: 941s, 940s, W-2s, C-3s, 

Sales tax compliance is in constant flux. Make sure you are compliant with a sales tax consultation, preparation or review of sales tax returns, or sales tax audit management.

Letter from the IRS?  Sales tax audit notice from the State Comptroller?  Employee audit from the Texas Workforce Commission?  Call today and set up a consultation so that we can help you navigate the issues.  One relatively minor decision can have dire consequences.

Let us help you avoid big surprises in April.  We utilize historical and current year data to prepare a tax forecast.  We provide estimated tax vouchers.  Tax forecasts are very beneficial for flow through entities, and those with windfall income or expenses.

Tax planners can help you optimize your tax liabilities.  Deferral or acceleration of income, bunching of deductions, recognition of capital gains, asset depreciation, retirement plans, etc., are tools we use to manage tax liabilities.

Is your business structure preventing you from optimizing your tax liabilities?  Maybe now is the time to convert from a partnership to an S corporation.  The multitude of tax law updates over the past several years has created numerous opportunities to modify your business structure.

Let us help you analyze retirement and benefit plans.  We can help you with SEPs, SIMPLEs, IRAs, 401(k), medical and dental plans, HRAs, 125s, etc.

We are all QB ProAdvisors.  We support both desktop and online versions of QuickBooks.  Give us an opportunity to setup, train, and help you better utilize the features of this popular software.  

Don't know where you stand?  Contact us for a QuickBooks R&R (QBRR);  review your file and recommend modifications.

Without accurate books: How can you plan for taxes? How can you plan for growth? How do you measure success? Our full service bookkeeping removes the pain point of keeping your financial records up to date.  We post your transactions, reconcile accounts, and help you process meaningful financial reports so that you can effectively manage your business.

We provide a full menu of payroll offerings.  From assisting you in implementing do-it-yourself payroll, to letting us handle paycheck processing, payroll tax deposits, and payroll tax reporting, we standing ready to help with your payroll needs.

There are four levels of assurance associated with financial reporting; audited, reviewed, compiled, and prepared.  We produce prepared and compiled financial reports in accordance with AICPA standards.  We do not provide reviewed or audited financials.

Let us help you prepare your annual information returns; including 1099-NEC, MISC, DIV, INT, W-2, etc.