Our Services

From tax planning and preparation to representation and advisory, our services are designed to reduce complexity, optimize your financial outcomes, and are fully customized to align with your unique goals and circumstances.

Bringing Tax Solutions to Thriving Texans

Learn More About Offered Services

Personal Tax Planning

Tax planning services involve strategically analyzing your financial situation to minimize your tax liabilities and ensure compliance with tax laws. This is done by identifying eligible deductions, credits, and tax-efficient strategies that align with your financial goals.

Ultimately, effective tax planning enables you to retain more of your income while preparing for future tax obligations.

Tax planning services are best for: Individuals seeking to optimize their tax liabilities while ensuring compliance with tax regulations. These services are particularly beneficial for those with complex financial situations or significant investments that may require strategic tax management.

Business Tax Planning

Business tax planning focuses on organizing finances to minimize tax liabilities while ensuring compliance. It includes analyzing deductions, credits, and exemptions that reduce tax burdens.

Effective planning enhances cash flow and supports long-term growth by aligning tax strategies with business goals. Proactively managing tax obligations helps in making informed financial decisions.

Business tax planning services are best for: Small to medium-sized enterprises looking to optimize their tax obligations and strategize for growth. These services can also benefit startups aiming to establish a solid financial foundation from the beginning.

Our comprehensive approach includes:

  • Entity structure optimization to select and maintain the most advantageous business format

  • Business succession planning to minimize tax impact during ownership transitions

  • Buy/sell transaction consultation for tax-efficient deal structuring

  • Analysis of business expansion or contraction impacts on tax obligations

  • Cash flow management strategies that balance tax efficiency with operational needs

Tax Preparation

Tax preparation services are specialized offerings designed to assist individuals and businesses in accurately preparing and filing their tax returns. These services include gathering financial information, determining deductions and credits, and ensuring compliance with applicable tax laws.

By leveraging the expertise of tax professionals, clients can navigate the complexities of the tax system while maximizing their potential refunds or minimizing liabilities.

Tax preparation services are best for: Businesses dealing with complex tax situations including multiple state filings, payroll taxes, and industry-specific deductions, as well as individuals facing complicated tax scenarios such as investment income, Schedule K-1 reporting, long-term or short-term rental properties, or self-employment income.

Whether you're a growing corporation needing guidance on business deductions or an individual managing multiple sources of income, professional tax preparation ensures compliance while maximizing available tax benefits and minimizing liabilities.

Tax Representation

Tax representation is a professional service designed to assist individuals and businesses in resolving disputes with the IRS or state tax authorities. This service involves acting on your behalf, ensuring that your rights are protected and that you have the necessary support to navigate complex tax issues.

We will communicate with tax agencies, negotiate settlements, and develop strategies to achieve favorable outcomes, allowing you to focus on your personal and professional pursuits without the added stress of tax-related challenges.

Tax representation services are best for: Individuals and businesses dealing with complex tax issues, audits, or disputes with tax authorities.

It is particularly beneficial for self-employed individuals and entrepreneurs who need support in navigating their tax obligations while maximizing their benefits.

Estate & Trust Tax Planning

Estate and trust planning employs strategies to reduce tax liabilities on assets transferred at death or via trusts. By working with advisors, we navigate these complexities to preserve wealth for future generations.

This proactive method maximizes transfer value and aligns with your financial goals and legacy. Careful planning protects assets from excessive taxes and supports your heirs.

Estate and trust tax planning is best for: High-net-worth individuals and families in managing wealth and transferring assets to heirs efficiently. These services guide on tax laws, minimize estate taxes, and ensure proper trust structures to protect financial interests.

Services Not Offered

Sometimes there is confusion around what services accountants do and do not offer.

Here we provide clarification for some frequently requested services.

  • If your tax situation is simple, there are plenty of places where you can have your returns prepared, and you could even handle it yourself! We are happy to recommend the best option for you based on your specific circumstances and our professional network. Our services are designed for individuals with a "planning perspective" or those facing a range of potential tax outcomes, where proactive planning is beneficial well before tax season. Our clients typically include those with corporations, partnerships, Schedule C businesses, Schedule E rental properties, complex investments, or other unique situations that require expert review and guidance.

  • If you usually wait until the last minute to file your annual tax returns, we are probably not the right fit for you!

  • We prefer to leave the attest services to the accountants who specialize in it.  In fact, as your proactive tax advisors, we expect to be giving you so much management advice in working with us, that we don't believe we would maintain enough independence to even qualify to provide you with attest services, under the strict rules of the state board of accountancy.  If your business requires your financial statements to be audited, reviewed, or compiled by a CPA annually, we will simply bring in a highly competent individual or firm who can join your financial advisory team and provide you those services, while maintaining the appropriate level of independence required to do so.

  • We focus on what we do best—providing expert tax planning and preparation services to help you achieve your financial goals. While monthly bookkeeping and live payroll processing are essential services, we choose to leave those to specialists who excel in those areas. By not offering these services, we ensure that we can dedicate our time and expertise to optimizing your tax strategies, minimizing liabilities, and maximizing financial success. This allows us to provide the highest level of service and attention to your tax needs while trusting trusted professionals to handle bookkeeping and payroll.

    We are committed to maintaining a respectful and professional environment and reserve the right to decline services to anyone who does not adhere to these standards.

Where We Specialize

Privately Held Businesses

Nurturing your privately held business is your passion — one that requires years of effort and commitment. We share that passion and work tirelessly to help you fulfill your business and personal goals at each stage of the business cycle, from startup through exit strategies.

Whether it’s planning for tax compliance, balancing individual tax strategy, or engaging tax managed services, we’re here to help you throughout your journey.

Professional Service Firms and Individuals

Attorneys, Consultants, Architects, Engineers, Medical Professionals. We are uniquely positioned to satisfy those needs and deliver results-oriented solutions to help your firm.

Our exposure to firms of all sizes and specialties enables us to quickly recognize issues that may impact your firm, develop effective solutions, and ensure these solutions are properly and effectively implemented.

Real Estate Investors

Investing in real estate requires the right information to be successful. Without it, unforeseen tax consequences can limit or even eliminate anticipated gains and impact your portfolio performance.

Private Wealth Individuals & Families

Affluent individuals and families bring a truly unique set of tax challenges and planning goals.

Working collaboratively with you and your existing advisors, our experienced private wealth advisory team can help you craft and implement a comprehensive, fully customized and integrated tax strategy.

FAQs

  • Our services are priced based on each client's unique circumstances, including a review of prior year tax returns. The exact fee will be determined after we assess your situation, and we’ll discuss and agree on the price upfront. If there are any changes or adjustments needed, we’ll communicate those to you before proceeding.

  • Advisory services are proactive financial and tax planning strategies that go beyond basic tax preparation. As your trusted advisor, we help you make informed decisions throughout the year to optimize your financial position. Our advisory services include:

    • Strategic Tax Planning

    • Analysis of your current tax situation and future goals

    • Identifying tax-saving opportunities and potential risks

    • Structuring transactions for optimal tax outcomes

    • Timing strategies for income and deductions

    • Alternative scenario modeling for business decisions

    • We provide tax services for a variety of entity types including:

      • Partnerships and Limited Liability Partnerships (Form 1065)

      • C Corporations (Form 1120)

      • S Corporations (Form 1120-S)

      • Limited Liability Companies (LLCs), which may be taxed as: 

        1. Disregarded entities (reported on individual return)

        2. Partnerships

        3. S Corporations

        4. C Corporations

      • Sole Proprietorships (Schedule C)

      • Trusts and Estates (Form 1041)

      • Nonprofit Organizations (Form 990)

  • Yes, we serve clients nationwide through secure virtual meetings and our encrypted client portal. Local clients can also schedule in-person appointments at our office.

  • Yes, we can start working together at any time, but depending on when you sign up, you may need to file an extension. We guarantee timely filing for clients who provide their documents by an internal deadline. Keep in mind, extensions give a taxpayer more time to file, but not to pay. There is no increased risk of audit.

  • Our process begins with a discovery meeting to understand your needs and ensure we're a good fit. You'll then share your prior year's tax returns, which helps us provide accurate, customized pricing. After reviewing our proposal, you'll sign an engagement letter outlining all services and costs, and make a 50% deposit to secure your appointment. Next, you'll submit your tax documents, allowing us to identify any missing information and complete preliminary work. During your tax return review meeting, we'll have a meaningful discussion about your return, address your questions, analyze any changes, and explore future tax-saving opportunities. Finally, you'll sign e-file authorization form(s) and pay the remaining balance, after which we'll electronically file your return(s). Every step emphasizes transparency and education, ensuring you fully understand your tax situation.

Ready for a quote?

To see if we are a good fit and receive a quote for services, please start by completing the form linked below.