Expert Tax
and Accounting Services

In today’s ever-changing financial landscape, careful tax compliance and accurate accounting are essential to running a successful business. As a local CPA firm serving small businesses, we provide dependable, hands-on expertise to deliver accurate financial reporting, proactive tax compliance, and thoughtful financial decisions.

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Who We Help

From local small businesses to growing companies with global reach, we provide disciplined guidance, dependable systems, and long-term support to help clients achieve sustainable success.

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Milestones We Achieved

500+ Small Businesses Served

10+ Years Of Experience

3,000+ Tax Returns Prepared

5.0/5.0 Rated by Past Clients

See the Services We Provide

Tax Compliance & Filing

Business/Corporate/Personal/Trust Annual Tax Filing, Monthly/Quarterly Sales Tax/Payroll Tax Filing, Quarterly Estimated Tax Payments

Bookkeeping & Financial Statements

Monthly/Quarterly/Annual Bookkeeping and Financial Statements Preparation, Mortgage CPA Certification/Compilation/Review, QuickBooks Setup/Chart of Accounts

Tax Advisory & Complex Projects

We deliver formal tax memo and tailored research of IRS Code and Publication to provide defensible answers for complex, non-routine tax transactions.

R&D (Other Important) Tax Credits

We calculate and apply R&D tax credits (and other important tax credits) to reduce the tax liability of each applicable industry.

Tax Planning & Consultation

Year-round strategic tax consultation, integrated business & personal tax planning, and estate planning.

Services We Provide

Part-Time CFO Services

Part-time CFOs provide top-tier financial leadership at a fraction of the cost—paying only for the hours or services needed.

Entity Formation & Conversion

Initial entity set-up, tax classification, and entity conversion.

IRS Audit & Notice Resolution

IRS tax payment and penalties negotiation, full audit defense, and IRS notice response.

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CPA & Tax Accountant Serving All of Texas

Proudly supporting small businesses throughout Houston, Dallas, and Austin.

Whether you need a trusted bookkeeper in Houston, a strategic tax planner in Dallas, or a tax-savvy accountant in Austin, reach out today—we’re here to help.

Katy, TX Fulshear, TX Memorial, TX

Sugar Land, TX Spring, TX The Woodlands, TX

Cypress, TX Pearland, TX Houston, TX

Frisco, TX Plano, TX Prosper, TX

Dallas, TX Fort Worth, TX Austin, TX

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