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We are a full-service Accounting firm licensed in TX. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.  Our Online Portal brings financial services directly into your home or business enabling you to more actively participate in your financial management.

Our company specializes in accounting and tax preparation services for a wide variety of clients. We specialize in:

  • Tax return filing and tax planning for individuals
  • Bookkeeping for small businesses
  • Corporate tax return filing
  • IRS Problem Resolution (IRS Levy, Payment Plans, Settlement Offers)

 

Please browse the pages of this site and feel free to e-mail any questions, suggestions or other feedback. Visit often as current news impacting your financial situation will be outlined here.

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Bookkeeping

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Individuals

Tax returns and filing instructions have been prepared for 1000's of individual clients each year.

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Payroll Services

Total payroll services for small business clients.

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Business Tax Returns

A variety of small business tax returns are prepared each year.

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Tax Planning

Long term, annual and mid-year tax planning and tax forecasting services.

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NEWSLETTERS

March 2020

The tax filing deadline is right around the corner! As you're busy gathering your tax documents or reviewing your tax return, included here is a caution concerning the security of IRS online applications and websites.If you're an independent contractor, there is an article outlining tips for surviving the world of self-employment.This issue also includes an article on the pros and cons of renting or buying a home and an interesting article on new viewing alternatives targeting younger audiences.Please call if you would like to discuss how this information could impact your situation. If you know someone who can benefit from this newsletter, feel free to send it to them. Read more

February 2020

The 2019 tax filing season is in full swing. If you have not already done so, now is the time to collect your tax forms, organize your records and set a schedule to get your tax return completed.Deep in the Form 1040 instructions is an annual recap of federal income and how the money is spent. Since most taxpayers no longer see these instructions, a recap of this information is provided here for your review.Given late breaking tax laws, now is a good time to read a review of how newly passed retirement rules could help you save more. This issue also includes an article with several interesting facts about Valentine’s Day and for small business owners, some information is provided to help your employees navigate the new W-4 paycheck withholding form.Please call if you would like to discuss how this information could impact your situation. If you know someone who can benefit from this newsletter, feel free to send it to them. Read more

January 2020

Welcome 2020. A new year calls for a fresh look at your financial strategies. Consider how to make the most of your savings accounts — and don't forget you still have time to fund your IRA! You can also try the following fail-proof tricks to keep your New Year's resolutions on track.Call if you would like to discuss how this information relates to you. If you know someone who can benefit from this newsletter, feel free to send it to them. Read more

December 2019

It's almost New Year! Have you done your yearly credit report checkup yet? While you're at it, protect yourself from charity scams this season by reviewing some big red flags, and learn how to prioritize cash flow in your business.Call if you would like to discuss how this information relates to you. If you know someone who can benefit from this newsletter, feel free to send it to them. Read more

November 2019

2020 is coming quick — are you prepared? Take stock now and learn about the year-end moves that'll help you save. Plus, consider how the 2020 Social Security changes will affect your plans. And make sure you're hitting the employment tax deadlines.Call if you would like to discuss how this information relates to you. If you know someone who can benefit from this newsletter, feel free to send it to them. Read more