Services

Personal and business tax, prepared and defended

Every engagement is quoted in writing before work starts. Filing, representation, bookkeeping and payroll can be handled together or on their own.

CPA 1989 · Juris Doctor 1997 · Supreme Court of Texas 1998 · S.D. Tex. 1999 · Fifth Circuit 2012 · LL.M. Tax Law 2014

01 — Individual

Personal tax returns

Federal and state preparation for households, with the credits and deductions most often missed.

  • W-2 households and dependents
  • Education, childcare and energy credits
  • Rental property and investment income
  • Multi-state and part-year returns
  • Prior-year and amended returns

02 — Self-employed

1099 and contractor filing

Schedule C work done with the records to support it, and estimates set so April is not a surprise.

  • Schedule C preparation
  • Mileage, home office and equipment
  • Quarterly estimated payments
  • Self-employment tax planning
  • Entity election guidance

03 — Business

Business tax returns

Returns for every common entity type, filed in step with payroll and contractor reporting.

  • LLC and partnership (1065)
  • S-corporation (1120-S) and C-corp (1120)
  • Nonprofit information returns (990)
  • Franchise and sales tax filings
  • 1099 and W-2 issuance

04 — Representation

Tax & IRS resolution

Enrolled Agent representation for notices, balances and examinations.

  • Notice and letter response
  • Back-year return filing
  • Installment agreements
  • Offers in compromise
  • Lien and levy relief
Resolution detail →

05 — Accounting

Bookkeeping

Reconciliations and classification kept current, so the return is built on clean books.

  • Monthly bank and card reconciliation
  • Transaction classification and clean-up
  • Chart of accounts setup
  • Catch-up and prior-year clean-up
  • Monthly financial statements
Bookkeeping detail →

06 — Payroll

Payroll services

Payroll processed on schedule with deposits and quarterly returns filed on time.

  • Weekly, biweekly or semimonthly runs
  • Direct deposit and pay stubs
  • Federal and state tax deposits
  • 941, 940 and TWC filings
  • Worker classification review

Not sure which of these you need? The consultation sorts it out at no charge.

Book a free consultation