If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

Accounting Software Selection & Implementation

We utilize QuickBooks online software for all of our clients. QuickBooks online has advantages including shared access to data with employees and your accountant, no upgrades or release updates to manage (it’s always up to date), integrates with many popular apps, affordable monthly subscription, no backups – your data is secure on Intuit servers, multiple options available depending on your subscription level and needs. QuickBooks online also offers a payroll package for employers with employees. If you are currently using QuickBooks Desktop we can assist in your conversion to QuickBooks online. We can also convert your payroll from a third party processor to Intuit where your payroll data is automatically included in your QuickBooks software, eliminating any duplication of payroll data entry.

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If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, our comprehensive bookkeeping and write-up services can provide you with financial statements that assist you in the daily management and decision making required to make your business a success. Financial statements that are generated directly from your QuickBooks will give you the reliable financial data needed to prepare your necessary income tax returns. Bookkeeping services include bank, credit, and cash account reconciliations ensuring all income and expenses are recorded, sales tax preparation, entry of asset purchases and the associated depreciation expense, entry of loan payments including the breakout of principal and interest expense, and entries reflecting changes in equity.

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Business Entity Selection

The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.

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Estate & Trust Tax Preparation

Estate matters affect everyone but occur most frequently when you must handle the final financial affairs of a friend or loved one. When you find yourself as the executor of an estate, we are available to help you determine the filing requirements. Often there is a requirement to file a final tax return for a deceased individual as well as a fiduciary return for income earned on assets after the individual has passed away. Let us help you develop a checklist to ensure you have completed all of the necessary steps as the estate administrator.

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Financial Analysis

When a business is able to undertake strong financial analysis, it opens up new opportunities to improve management, planning and decision making. Financial analysis provides the numbers to support, reject or contemplate a course of action. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making. We are ready to provide this type of financial analysis to support the continued prosperity of your business.

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Financial Statements

Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. We will work closely with your key personnel to develop and finalize accurate and timely financial statements.

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Payroll Services

Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our payroll services professionals are well versed on these laws and regulations. Payroll services can be combined with bookkeeping services and include the processing of your payroll for each payroll period, the filing of quarterly and annual payroll tax forms and the scheduling of required payments at the federal and state level.

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Sales Tax Services

State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.

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Tax Preparation & Planning

Our firm offers professional preparation of all federal and state income tax returns at competitive, affordable rates by an experienced and trained staff. Our receptionist can quote average return prices but keep in mind rates are based on the forms needed for your particular return and could vary from year to year. We also file Texas franchise returns and sales tax returns. We offer a secure portal to upload your documents and receive a review copy of your return, three options to sign, pay, and pick up your return, and direct communication with your preparer about the results of your return. You will have an opportunity to ask questions prior to the e-filing of your return. Our staff receives continual training year-round to ensure you receive the latest tax benefits that apply.

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Call today to schedule an appointment!