Services

Advisory Services:

We are solution oriented and results driven firm. Our #1 priority is to help each and every client succeed in their goals. We tailor our approach to the client’s needs and regularly evaluate potential opportunities as they come.

  • Entity Selection
  • Company Setup
  • Financial Planning/Forecasting
  • Budget Planning
  • Capital Planning
  • Personal Financial Planning
  • Elder Care

Taxation:

Our firm uses Proseries Tax Research and Preparation software. Proseries is among the leading Tax preparation software companies widely used in the Accounting industry and compatible with Quickbooks among other accounting software.

  • Federal Individual Tax – 1040
  • Federal Corporate Tax – 1120, 1120S
  • Federal Partnerships – 1065
  • Not For Profit – 990
  • Sales Tax
  • Texas Franchise Tax
  • Tax Planning
  • Electronic Filing

Small Business Accounting:

The foundation of a successful company begins with the accounting process. Setting up administrative, organizational and accounting procedures helps both the business owners/employees run their business smoothly and avoid costly mistakes. We work to develop proper procedures for each client and tailor the Financial Statements to what makes the most sense for the client not us.

We want the Financial Statements to speak to you and highlight the areas of interest and concern, while we do the rest. We know you have more important things to worry about, let us provide you peace of mind.

  • Setup company files and security
  • Format financial statements and reports
  • Prepare Bank Reconciliations
  • Prepare payroll and sales tax reports
  • Setup Inventory
  • Purchase & Sales Order Setup
  • Technical Support
  • Quickbooks training