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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

Complete bookkeeping and payroll services for small businesses

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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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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

Client Update Newsletter: January 2023

It's tax time! In the next couple of weeks you will be inundated with W-2s and various informational tax forms like 1099s. By paying attention to them, ensuring their accuracy, and that you are getting them all, you will be miles ahead in getting your tax return done. Spend a minute reviewing ways to get your tax information organized. Then consider some alternatives to the traditional new year's resolution craze.All this plus new inflation adjustments are providing a retirement contribution opportunity for those who plan, plus ideas on resolving common financial surprises that will take the sting out of most of them.As always, feel free to reach out with any question or comments. Read more

Client Update Newsletter: December 2022

With the hustle and bustle of the holiday season, it's easy to overlook that tax season is right around the corner. To help you make the most of potential tax saving moves before the end of 2022, this month's newsletter features several year-end tax cutting ideas.Also have fun with the entire family by testing your holiday song knowledge! Plus, read about how to protect yourself from identity thieves during the upcoming tax season, and how to look at whether it is time to replace your old vehicle versus paying for another costly repair.Please feel free to forward this newsletter to someone who may be interested in a topic and call with any questions you may have. Read more

Client Update Newsletter: November 2022

Social Security recipients got some great news about their benefits. Check out this month's newsletter to learn more about the cost-of-living increase for 2023.Also read about several tax court cases and what they might mean for your situation, how to raise a financially savvy child, and how to avoid gift card fraud during the upcoming holiday season.Please feel free to forward this newsletter to someone who may be interested in a topic and call with any questions you may have. Read more

Client Update Newsletter: October 2022

Watching summer transform into beautiful fall colors can be just as mesmerizing as tax planning. Similar to looking closely for gorgeous autumn scenery, with tax planning you’re meticulously on the lookout for opportunities to cut your 2022 taxes.In this month’s newsletter, read about several planning strategies to consider as time is winding down to implement tax cutting measures for 2022.Also read about ideas to improve your personal cash flow, modern words and their meanings that may be annoying (or not!), and the ingredients of a successful business partnership.Please feel free to forward the information to someone who may be interested in a topic and call with any questions you may have. Read more

Client Update Newsletter: September 2022

This month's newsletter recaps the details of the revamped electric vehicle tax credit and other energy credits in newly passed legislation.Also included this month are some tips to review your recurring monthly bills that seem to automatically creep up. And there is a revealing article on a financial landmine that exists for EVERY car owner that has their vehicle deemed a total loss by an insurance company after an accident.Plus a great set of ideas to protect your Social Security Number from prying eyes!Please feel free to forward the information to someone who may be interested in a topic and call with any questions you may have. Read more