Our Services
Comprehensive accounting and tax solutions tailored to individuals and businesses.
Bookkeeping Services
Professional bookkeeping services to maintain accurate financial records and keep your business organized year-round.
What We Offer:
- Monthly financial statement preparation and reconciliation
- Bank and credit card reconciliation
- General ledger maintenance and cleanup
- Chart of accounts setup and organization
- QuickBooks and accounting software support
Accurate bookkeeping is the foundation of sound financial management. Whether you are a small business owner who needs help staying organized or a growing company requiring financial record-keeping, our bookkeeping services ensure your books are accurate, up-to-date, and compliant.
Federal Income Tax Returns
Expert preparation and filing of federal income tax returns for individuals, businesses, partnerships, and corporations.
What We Offer:
- Individual tax return preparation (Form 1040)
- Business tax returns (Schedule C, Form 1120, 1120-S, 1065)
- Tax planning to minimize liabilities
- Itemized deduction optimization
- Tax credit identification and application
- Amended return preparation
- IRS representation and correspondence assistance
- 1099 and W-2 preparation
Navigating federal tax laws can be complex and time-consuming. We stay current with the latest tax regulations and use proven strategies to help you minimize your tax burden while ensuring compliance. Our goal is to provide personal service that gives you confidence and peace of mind during tax season.
State and Local Tax Returns
Comprehensive state and local tax preparation services, with specialized expertise in Texas tax regulations.
What We Offer:
- Texas franchise tax reporting and compliance
- Multi-state tax return filing
- Local tax compliance and reporting
- Texas Comptroller correspondence management
State and local tax requirements vary widely across jurisdictions, including franchise tax obligations and other state-level filings. We help ensure your business remains compliant while identifying any available credits.
Advisory & Consulting
Strategic advisory services to help you make informed decisions and optimize your financial position.
Individual Tax Planning
- Retirement contribution and distribution strategies
- Investment income tax optimization
- Education savings and tax credit planning (529 plans, education credits)
- Charitable giving strategies
- Real estate transaction tax planning
- Year-end tax planning and estimated payment guidance
Thoughtful tax planning can create significant savings. We work with individuals to develop personalized strategies that support their financial goals. Our focus is on long-term tax efficiency while keeping you prepared for each year's filing requirements.
Business Tax Planning
- Entity structure optimization (LLC, S-Corp, C-Corp selection)
- Cash flow and profit planning to minimize tax liability
- Equipment purchase planning, including Section 179 deduction and bonus depreciation strategies
- Employee benefit and compensation planning
Strategic tax planning is essential for business success. We help business owners navigate complex decisions related to entity structure, major purchases, and day-to-day tax considerations that impact long-term performance. Our goal is to position your business for sustainable growth while minimizing your overall tax burden through proactive planning and advice tailored to your industry and specific circumstances.
Ready to Work Together?
Contact us today to discuss how we can help with your accounting and tax needs.
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