We meet first to talk through your income, wages and investments, then hand you a short checklist of what to gather — W-2s, 1099s and the rest. Your return is prepared, checked line-by-line for calculation errors and audit red flags, then filed electronically for a fast refund.

• First-time filers and multi-state returns
• Itemized deductions, dependents, education & energy credits
• Rental property and investment income
• Prior-year and late returns brought current

After a big life change — retirement, a new business, a divorce, an inheritance — we build a plan that positions you well with the IRS. Many clients make small mid-year adjustments that quietly save hundreds every year.

• Withholding and estimated-payment tune-ups
• Retirement and capital-gains timing
• Year-round questions answered by the same person who filed your return

For landlords, freelancers and side-hustlers who want the shoebox to become a clean set of numbers. We track it, reconcile it and keep it filing-ready all year.

Got a letter that made your stomach drop? Kyle is an Enrolled Agent — federally licensed to represent you directly. We handle the correspondence, the phone calls and the paperwork so you don't face it alone.

• CP notices and balance-due letters
• Back taxes and payment plans
• Audit support and response

1041 fiduciary returns, trust coordination and guidance for executors and beneficiaries — handled with patience during a hard time.

Full-service preparation and e-filing for partnerships, C-corps, S-corps, estates and non-profits. We understand the latest laws and check every return for the red flags that trigger an audit.

• Partnership & multi-member LLC (1065)
• C-corporation (1120) and S-corporation (1120S)
• Non-profit information returns (990)

Off-site bookkeeping, catch-up on months (or years) of backlog, complete management accounts and tidy monthly reports so you always know where you stand.

• Monthly reconciliation and categorization
• 18-month cleanup projects a specialty
• Credit control and A/R updates

We run payroll, make the tax deposits on the correct schedule and file the quarterly and annual reports — keeping you clear of penalties and deposit-rule mistakes.

Entity structure, owner compensation, contribution strategies and quarterly estimates — reviewed through the year, not just in April.

Texas franchise tax and Public Information Reports prepared and filed on time, every year.

Choosing an entity, setting up your books, understanding what to set aside for taxes — Stephen, our CPA and a small business owner himself, helps you start on solid footing.

Certified ProAdvisors for QuickBooks Online, Pro, Premier, Accountant Edition and Enterprise. We'll set it up correctly and show you the handful of buttons you'll actually use.

A periodic second set of eyes on your ledger to catch misclassifications before they become a year-end headache.