OUR PROCESS
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.
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
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.
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