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Portfolio
Everything the financial side of your business needs, under one roof.
Pick one service or lean on all nine. Every engagement starts with an appointment and a price in writing before we touch a single form.
Income tax preparation
Individual, family, and business returns prepared and filed, with every credit and deduction you qualify for accounted for — not just the standard ones. We also handle income tax planning so next year's bill isn't a surprise.
- Individual & joint returns
- Self-employed & 1099 income
- LLC, S-corp & partnership returns
- Prior-year & amended returns
- Income tax planning & consulting
- Electronic filing
Bookkeeping & accounting
We set up your accounting file, track every transaction, and turn it into reporting you can use — monthly bank reconciliations, financial statements, and a clear picture of where the business actually stands.
- Accounts payable & receivable
- Monthly bank reconciliations
- Profit & loss, balance sheet
- Month, quarter & year-end closings
- Cleanup of prior-year books
- Budgeting, forecasting & cash flow
Payroll & tax compliance
Payroll calculated and paid on schedule, withholdings sent to the right agency, and quarterly reports filed on time — plus W-2s and 1099s prepared at year end.
- Payroll processing & direct deposit
- Federal, state & local tax deposits
- Quarterly payroll tax reports
- W-2 & 1099 preparation
- New-hire reporting
- Paid-time-off tracking & wage reports
Sales tax representation
The Texas Comptroller can shut a business down over unpaid or unreported sales tax. We file your reports, deal with the Comptroller on your behalf, and work out arrangements when you're behind.
- Monthly & quarterly sales tax filings
- Limited power of attorney with the Comptroller
- Comptroller audit assistance
- Sales tax lien assistance
- Prior-year liability filings
- Payment plans & penalty reduction
IRS notices & letters
A letter from the IRS is stressful, and ignoring it only makes it worse. We read it with you, explain in plain language what it actually says, gather the records it asks for, and prepare your response for you to review and sign.
- Notices read and explained
- Documentation gathered and organized
- Written responses prepared for your signature
- Prior-year and amended returns filed
- Help applying for a payment plan
- Referral to a licensed representative if your case needs one
New business setup
Starting a company is not simple. We help you pick the right structure, register it, get the tax accounts and permits in place, and open the books correctly from day one instead of fixing them later.
- LLC, partnership & corporation registration
- Business plan preparation
- EIN & state tax accounts
- Licenses & permits by business type
- Employer requirement setup
- Chart of accounts & filing calendar
ITIN applications
We prepare and submit your ITIN application so you can file a return and claim what you're owed — new applications and renewals, filed alongside your tax return.
- New ITIN applications
- Renewals for expired ITINs
- Document review & guidance
- Filed alongside your return
QuickBooks consulting
If you'd rather keep your own books, we'll make sure the file is built right. Setup, cleanup, and training so your accounts match the way your business actually runs.
- File setup & chart of accounts
- Cleanup of existing files
- Training for you or your staff
- Ongoing review & support
Notary public
A notary public is on site, so documents that come up during your tax or business paperwork can be notarized in the same visit.
- Acknowledgements & jurats
- Business & personal documents
- Available during office hours
- Call ahead to confirm availability
Get started
Not sure which service fits? Start with a call.
Tell us what you're working with, in English or Spanish, and we'll point you to exactly what you need — nothing more.