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✦ Licensed CPAs
✦ Year-Round Availability
✦ Serving Texas & Select States
✦ Secure Client Portal
01
Monthly Bookkeeping & Financial Reporting
"Messy books keeping you up at night? Not anymore."
We clean up the chaos, get your books current, and keep them that way, so every month you have a clear, accurate picture of where your business actually stands. No more guessing. No more sleepless nights.
  • Bookkeeping cleanup and catch-up
  • Full monthly bank and credit card reconciliation
  • Profit & loss and balance sheet reporting
  • Categorized transactions aligned to your tax strategy
  • QuickBooks setup and ongoing management
📊
Financial clarity, every single month
Monthly
Reporting Cadence
02
Business & Personal Tax Preparation
"Every April feels like a fire drill. I'm always scrambling."
When you've been working with us all year, tax season is just a formality. Your return reflects 12 months of proactive planning, not a last-minute attempt to minimize what's already done. We prepare both business and personal returns, coordinated to work together.
  • Federal and state business returns (S-Corp, LLC, Partnership)
  • Coordinated personal 1040 preparation
  • Proactive estimated tax planning throughout the year
  • Entity structure review and optimization
  • Multi-state filing where applicable
📋
Coordinated filings. No surprises.
Zero
Last-Minute Scrambles
03
Built-In Tax Strategy Sessions
"I make big decisions and just hope they're tax-efficient. I never really know."
Included in every annual partnership, these are dedicated planning conversations, not quick calls. We look at your compensation, major decisions, upcoming purchases, and long-term goals to make sure your tax approach is actually working for you.
  • Compensation and owner pay optimization
  • Retirement contribution strategy
  • Entity structure and restructuring analysis
  • Timing strategies for income and deductions
  • Major transaction planning (real estate, equipment, exits)
🎯
Decisions made with full clarity
Proactive
Not Reactive
04
Ongoing Advisory Access
"I have a question in July and my accountant doesn't pick up until March."
This is what separates a real advisory relationship from a transactional one. When something comes up, whether it's a new hire, a lease negotiation, or a business opportunity, you have access to guidance in real time, not six months later when it no longer matters.
  • Year-round email and phone access to your advisor
  • Timely responses to questions as decisions arise
  • Guidance on new business opportunities and risks
  • Coordination with attorneys, lenders, and other advisors
  • Proactive alerts for tax law changes that affect you
📞
Available when decisions actually happen
365
Days of Access
Pricing Philosophy

You Shouldn't Have to Think Twice Before Calling Your Accountant.

We don't believe in surprise invoices or hourly billing that discourages you from asking questions. Our engagements are structured so you always know what's included.



Discuss Your Engagement
📌
Fixed Annual Engagements
Most clients work with us on a fixed annual fee that covers bookkeeping, tax prep, strategy sessions, and advisory access, with no hourly surprises.
🤝
Scoped to Your Business
Pricing is tailored to the complexity of your business, the number of entities, and the scope of services required. We discuss this on your fit call.
💬
No Bill-by-the-Question
Advisory access means you can actually call or email with questions. We don't charge per conversation. That's what the relationship is for.
Additional Services

Available When You Need Them

Beyond our core annual partnership, we offer specialized services for specific situations.

🏢
Business Formation & Entity Setup
Starting a new venture or restructuring? We guide entity selection, setup, and initial tax registration to ensure you start on solid footing.
📑
IRS Correspondence & Audit Support
Received an IRS notice? We handle correspondence, represent you in examinations, and resolve issues with calm, experienced guidance.
💼
Business Sale & Exit Planning
Planning to sell or transition your business? We help structure the transaction to minimize tax impact and maximize your net proceeds.
🏠
Real Estate Tax Strategy
From rental property to 1031 exchanges and depreciation strategies, we help business owners who invest in real estate make tax-efficient decisions.
👥
Payroll Consultation
Guidance on owner compensation, S-Corp salary requirements, and payroll structure, so you're not leaving money on the table.

Not Sure Which Services
You Actually Need?

That's exactly what the Strategic Fit Call is for. Let's talk through your situation and build the right scope together.

Request a Strategic Fit Call
No commitment required · 30 minutes · Texas & Select States