Our services are tailored to each client’s particular situation. We provide tax preparation and planning service for businesses, individuals, trusts and estates. For some clients, we provide full-service accounting – total local outsourcing. Other clients choose to handle basic bookkeeping and turn to us for more advanced accounting services such as comprehensive financial statements, budgeting, and planning.

Tax issues are complicated regardless of the client’s size. We stay abreast of tax law changes throughout the year to ensure compliance and to take advantage of available tax planning opportunities. Whether payroll tax, sales tax, property tax, or IRS examination, we are here to help.

Tax Planning

State & Local Tax Returns

Accounting, Bookkeeping & Financial Statement Preparation

Payroll Services

Choice of Entity

Estate Planning

Tax Return Preparation (Tax Compliance)

With the constant changes to the tax laws, more returns require the skills of tax professionals. In an effort to save your time and to help make tax season a little easier for you, we provide a tax organizer to gather your tax information. We offer preparation of many federal income tax returns:

• Individuals
• Corporations
• Partnerships & Limited Liability Companies (LLC's)
• Fiduciary Income Tax Returns (Trusts & Estates)
• Estate & Gift Tax Returns

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Tax Planning

Tax planning is an essential element of the tax preparation process. Our firm continuously monitors federal, state, and local tax law changes to help you minimize current and future tax liabilities.

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State & Local Tax Returns

• Preparation of Texas Franchise (Margin) Tax and state business income tax returns for other states
• Preparation of state individual income tax returns for other states
• State and local tax returns such as sales tax returns and personal property tax renditions
• State inheritance, estate, gift and trust tax returns

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Accounting, Bookkeeping & Financial Statement Preparation

• We offer a wide range of accounting services, including monthly, quarterly and annual accounting & bookkeeping services, adjusting journal entries, subsidiary ledger maintenance, bank reconciliation and assistance with payroll calculation and preparation.
• Our firm provides compilation services to businesses of all sizes. Compilations are usually requested for internal purposes and are based upon information provided by a company's management.

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Payroll Services

Our firm offers complete payroll tax reporting services. We prepare all federal and state returns including quarterly and annual payroll tax filings.

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Choice of Entity

Choosing the form of entity for your business (corporation, "S" corporation, sole proprietor, limited liability company, limited partnership…) is a crucial decision that can have longstanding tax and asset protection implications. We can assist you in evaluating the pros and cons of each entity type to help you determine what is appropriate for you.

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Estate Planning

Our firm offers estate planning services to help you minimize both federal and state estate tax liabilities.

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