Our services

Tax & accounting.
Bring your numbers out of the shadows.

Annual returns. Monthly books. Complex questions. Choose a starting point, and we’ll help define the scope and level of support your situation calls for.

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Tax Essentials

Individual tax preparation

For individuals with straightforward filing needs who want professional support and clear communication throughout the preparation process.

  • Individual income tax return preparation
  • Review of the tax documents you provide
  • Guidance on information needed to complete your return
  • Assigned preparation and review
Ask about individual filing
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Business Tax Services

Entrepreneurs & business owners

Support for the tax and organizational questions that come with working for yourself or running a company. We assess your needs before recommending an engagement.

  • Sole proprietorship and self-employed tax preparation
  • Partnership and corporate tax preparation
  • LLC formation document preparation and filing support
  • S corporation election eligibility and filing assistance
  • Tax consultations tailored to your business

LLC formation and S corporation elections are separate services. Your engagement will specify the assistance included.

Discuss your business
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Year-Round Accounting

Monthly bookkeeping & maintenance

Stay connected to your numbers throughout the year. Ongoing bookkeeping helps build an organized foundation for financial decisions and tax preparation.

  • Monthly transaction categorization
  • Bank and credit card account reconciliation
  • Monthly financial reports and income statements
  • QuickBooks bookkeeping maintenance
  • Scheduled accounting and tax conversations, as agreed in your plan
Explore monthly support
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Specialized Tax Analysis

Tax payment analysis & reconciliation

A detailed, forensic-style review of tax records and payment history to investigate discrepancies. Senior-led assessment helps establish what happened and what needs further attention.

  • Payroll tax payment reconciliation
  • Federal and state tax payment review
  • Identification of potential overpayments and underpayments
  • Review of discrepancies between records, payments, and notices
  • Findings and recommended next steps

Any amendment, refund claim, or resolution work is scoped separately following the assessment.

Request an assessment
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State Tax Audit Defense

Underpayment & overpayment review

Support navigating a state tax audit and making sense of disputed tax amounts. We review the records behind potential underpayments or overpayments and help prepare a documented response.

  • Review of state tax audit notices and requested records
  • Analysis of potential state tax underpayments and overpayments
  • Reconciliation of tax filings, payments, and supporting records
  • Organization of documentation supporting your position
  • Assistance preparing audit responses and identifying next steps
Discuss your state tax audit
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Texas Notary Services

Notarial services

Notarization services for your personal and business documents. Contact us to discuss the document, confirm availability, and arrange an appointment.

Ask about a notary appointment
A little clarity

Before we get started.

How do I know which service fits?

Tell us about your situation using the inquiry form. We’ll discuss the type of work, its complexity, and the appropriate support before defining your engagement.

Can I work with you throughout the year?

Yes. Monthly bookkeeping and ongoing accounting support are available alongside annual tax preparation. Frequency and services are agreed upon for your engagement.

How much will my services cost?

Contact us for a quote based on your filing needs, business activity, records, and the scope of work. We’ll discuss the services included before work begins.

Where should I send tax documents?

Contact the firm for your secure document-sharing instructions. Please keep tax returns, Social Security numbers, and financial documents out of the public inquiry form.

Not sure where to start?

Find your way out of the shadows.

Let’s get acquainted