Services
“A return is the last step, not the whole job. Every service on this page exists because the decisions that determine what you owe are made during the year — not in the weeks before you file.”
Proactive Tax Planning and Advisory
This is the work most people never buy: reviewing your income while the year is still open, so there’s still time to act on what the numbers show.
Who it’s for: business owners and self-employed professionals whose income has outgrown a once-a-year conversation with an accountant.
What’s Included
- Quarterly income and withholding review
- Entity structure analysis, including LLC-to-S-corp modeling
- Retirement contribution timing and selection
- Deduction strategy built around your actual situation, not a generic checklist
Cloud Bookkeeping and Fractional CFO Consulting
Tax planning is only as good as the records behind it. This service sets up modern, cloud-based accounting, keeps your expense tracking and bank reconciliations current, and turns the result into cash-flow reporting you can actually use.
Who it’s for: business owners who need real financial visibility year-round, not just accurate numbers at filing time.
What’s Included
- Bookkeeping setup or cleanup in a cloud accounting system
- Monthly reconciliations and expense categorization
- Cash-flow and budget reporting
- Periodic CFO-level check-ins on what the numbers mean for your next decision
Premium Tax Preparation and Compliance
Federal and state preparation for individuals and businesses, including multi-state returns and returns involving rental property, equity compensation, or self-employment income.
Who it’s for: individuals and business owners whose return has moved past what filing software is built to handle.
What’s Included
- Federal and state individual returns
- Business returns — S-corporation, partnership, and sole proprietor (Schedule C)
- Quarterly business filings where applicable
- Documentation supporting every position taken, kept on file
IRS Notice Resolution and Representation
An IRS notice is not automatically bad news, but it’s not something to answer alone, either — the deadlines on the letter are real.
What’s Included
- Notice review and a plain-language explanation of what it means
- Direct correspondence with the IRS on your behalf
- Documentation gathering and response preparation
- Follow-through until the matter is resolved
Start a Business in Texas
Entity selection, formation documents, and the compliance calendar that follows it — most formation services stop at the paperwork and leave the rest for you to discover later.
Who it’s for: anyone starting a business in Texas who wants it set up correctly the first time, not corrected later.
What’s Included
- Guidance choosing between an LLC, corporation, or S-corporation election
- Preparation and filing of formation documents
- EIN and registered agent setup
- Your ongoing compliance calendar, including franchise tax reporting
How Pricing Works
Every engagement is quoted in writing before any work begins, based on scope. Nobody receives an invoice they weren’t expecting.
Not Sure Which Service Fits?
Start with a free consultation. Fifteen minutes, no cost, no obligation — you’ll leave knowing what we’d recommend for your situation, and what it would cost.
713-730-9792 · Monday–Friday, 8:00 AM – 5:00 PM CST · Licensed in the State of Texas
The content on this website is general information and is not tax, legal, or accounting advice for any particular person or situation. Tax law changes and outcomes depend on individual facts. Please consult a qualified professional about your circumstances before acting.