Services

Tax help for every stage of life and business.

Whether you need one return filed or a partner for your whole financial picture, here is how we can help.

01

Individual tax returns

W-2s, 1099s, rental income, stock sales, side hustles. Filed accurately, with every deduction you have earned.

A good fit ifYou want a real person reviewing your return, not software guessing.
  • Federal returns and all supporting schedules
  • Itemized vs. standard deduction review
  • Rental property, K-1 and investment income
  • Electronic filing with direct deposit of refunds
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02

Business tax returns

Sole proprietors, LLCs, partnerships, S-Corps and C-Corps. On time, every time.

A good fit ifYou run a business and want your return done by someone who understands it.
  • Schedule C, 1065, 1120-S and 1120 returns
  • Texas franchise tax reports
  • Depreciation and vehicle strategy
  • Estimated tax payment planning
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03

Business structuring

LLC, S-Corp or C-Corp? The right entity can save thousands in self-employment tax.

A good fit ifYou are starting a business, or your profits have outgrown your current setup.
  • Entity comparison modeled on your real numbers
  • S-Corp election and reasonable salary planning
  • Formation guidance and EIN setup
  • Switching structures as your business grows
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04

Bookkeeping

Clean, reconciled books every month so tax time is quick and decisions are easy.

A good fit ifYour receipts live in a shoebox, or your books are months behind.
  • Monthly bank and card reconciliation
  • Profit and loss and balance sheet reports
  • QuickBooks setup and cleanup
  • Catch-up bookkeeping for past years
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05

Payroll

Pay your team and yourself correctly, with every filing and deposit handled.

A good fit ifYou have employees, or you pay yourself through an S-Corp.
  • Direct deposit payroll runs
  • Federal and Texas payroll tax filings
  • W-2 and 1099 preparation
  • Owner salary for S-Corp shareholders
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06

Year-round tax strategy

The best tax savings happen before December 31. We plan with you all year long.

A good fit ifYou are tired of finding out what you owe after it is too late to change it.
  • Mid-year tax projections
  • Retirement and HSA contribution planning
  • Timing of income, deductions and big purchases
  • Life event planning: marriage, kids, a new home
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07

Back taxes & IRS notices

Unfiled years or a scary letter from the IRS? We help you get current and move on.

A good fit ifYou have fallen behind and want a judgment-free path back to good standing.
  • Filing prior-year returns
  • Responding to IRS and state notices
  • Payment plan (installment agreement) setup
  • Penalty relief requests
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Not sure which service you need? Let's talk.

Call 972.658.3633