Client Services and Tools
Tax Planning
Tax planning is the key to minimizing the amount of money that you send to the IRS. We go beyond tax compliance and proactively recommend plain-English concepts and strategies to maximize your after-tax income. We are constantly working to enhance our mastery of the current tax law, complex tax code and new tax regulations by attending frequent seminars. Our clients pay the least tax allowable by law because we continually look for ways to minimize your taxes throughout the year – not just on April 15th. We offer the first consulting appointment free of charge.
Tax Preparation
With over twenty years of experience and fresh knowledge of the latest tax laws and legislation, we are your best source to help you prepare your tax return. We prepare a wide range of returns, from individual to corporate to trust. Whatever your tax needs are, we have you covered. We have the expertise to help you structure and save on your income taxes. Prices are based upon the complexity.
- Individuals – Everything from the basic 1040 to complex individual returns. All US state returns.
- Business – Returns for all types of Partnerships and Corporations.
- Trust, Gift and Estate Returns
- Non-profit setup and tax preparation
Bookkeeping Services
One of the keys to a successful business is keeping track of your business income and expenses. We are here to help you with your business bookkeeping, whether you need review or financial statements. We offer different customizable packages depending on what fits your business needs. A few of our most in-demand services are listed below.
- Quarterly or Monthly Financial statements
- Bank Account Reconciliation
- Payroll Processing and Annual Reporting
Representation for IRS Notices
We do our due diligence to research and respond to the IRS notices that you receive. We keep you up to date during the entire process.
Additional Business Services
- Annual Payroll Reporting – W2, W3, 940, 1099
- Quarterly Reports – 941 and Texas
- Texas Franchise Returns
- Sales and Use Tax Filing
- Business Personal Property
- Permit Filing
- EIN Filing
- Business Formation or Dissolution
- Cost/Benefit Analysis of Incorporation
- Reinstatement/Termination Letters
- Quarterly Tax Estimates
- Multi-State Sales Tax and Reporting
- SBA Loan Application Assistance
- Financing Alternatives