Our Expertise

We’re more than accountants – we’re your partners in growth. We’ll take the time to understand your financial picture, helping you achieve your goals with tailored tax strategies, tax filing and year-round accounting services.

OUR PROCESS

We make accounting easy.

understand your needs

 

We assess your financial situation to craft a clear, tailored plan for you and your business.

set up your Plan 

 

We develop and implement a personalized strategy to address your tax, accounting and consulting needs.

Ongoing solutions

 

We provide customized tax, accounting and consulting services designed to help you achieve your goals and sustain long-term success.

What We Offer

tax preparation & Planning

 

Individual Returns (Form 1040)

Business Returns (Forms 1065, 1120S, 1120)

Trust Returns (Form 1041)

Estate and GST Returns (Form 706)

Gift Tax Returns (Form 709)

Texas Franchise Tax Returns and Reports

Various State Tax Returns

accounting services

 

Monthly, Quarterly, and Annual Accounting

1099 Preparation

Texas Sales Tax Returns

Payroll Services

QuickBooks Desktop to QuickBooks Online Migrations

Chart of Accounts Revisions

consulting

Tax Planning & Consulting

IRS Notice Resolution

Entity Structuring

Buying and Selling a Business

1031/1033 Exchanges

Trust & Estate Planning

OUR PROCESS

We make accounting easy.

We make
accounting easy.

understand your needs

 

We assess your financial situation to craft a clear, tailored plan for you and your business.

set up your Plan 

 

We develop and implement a personalized strategy to address your tax, accounting and consulting needs.

 

Ongoing solutions

 

We provide customized tax, accounting and consulting services designed to help you achieve your goals and sustain long-term success.

What We Offer

tax preparation & Planning

 

Individual Returns (Form 1040)

Business Returns (Forms 1065, 1120S, 1120)

Trust Returns (Form 1041)

Estate and GST Returns (Form 706)

Gift Tax Returns (Form 709)

Texas Franchise Tax Returns and Reports

Various State Tax Returns

accounting services

 

Monthly, Quarterly, and Annual Accounting

1099 Preparation

Texas Sales Tax Returns

Payroll Services

QuickBooks Desktop to QuickBooks Online Migrations

Chart of Accounts Revisions

consulting

Tax Planning & Consulting

IRS Notice Resolution

Entity Structuring

Buying and Selling a Business

1031/1033 Exchanges

Trust & Estate Planning