Our Services
Tax Planning, Accounting & Tax Preparation
One coordinated team across five service areas, so your planning, accounting, payroll, and filing all work from the same strategy.
01 · Tax Planning
Pay the Legal Minimum, Keep the Rest
Proactive, year-round strategy that finds deductions, restructures entities, and stays with you long past April.
Annual Tax Projections
- Income & deduction estimates
- Payment & scenario planning
Business Tax Strategies
- Entity selection & S-Corp optimization
- Depreciation & retirement setup
Investment Tax Planning
- Capital-gains management
- Tax-loss harvesting
Quarterly Reviews
- Strategy updates as income changes
- No surprises in April
02 · Tax Preparation
Returns That Capture Every Deduction
Line-by-line preparation for individuals and businesses, filed accurately and protected year-round.
Comprehensive Returns
- 1040, 1120, 1120S, 1065
- Schedule C, E, K-1 optimization
Deduction & Credit Hunting
- Home office, vehicle, depreciation
- QBI, Section 179, energy credits
Multi-State & Complex
- Part-year / non-resident filings
- Nexus & state credit mapping
E-File & Protection
- Direct IRS & state submission
- Audit packet + notice support
03 · Accounting & Payroll
Clean Books, Compliant Payroll
Tax-strategy-driven bookkeeping and Gusto payroll, run accurately every single month.
Full-Service Bookkeeping
- Transaction entry & categorization
- Monthly bank reconciliation
Monthly Financials
- P&L, balance sheet, cash flow
- Budget vs. actual variance
Payroll Setup (Gusto)
- Gusto setup & tax accounts
- S-Corp reasonable-comp analysis
Year-End Filings
- W-2 & 1099 preparation
- Annual reconciliation (W-3 / 1096)
04 · Business Formation
Structured Right From Day One
Entity selection and setup that protects your assets and minimizes tax, handled properly.
Entity Structure Analysis
- LLC vs. S-Corp vs. C-Corp math
- Liability protection mapping
Texas Entity Formation
- Name check + SOS filing
- Expedited 24-48 hr option
EIN & S-Corp Election
- Same-day EIN
- Form 2553 filed on time
Registered Agent & Compliance
- Professional Texas address
- Annual report auto-filing
05 · Tax Resolution
Back on Track With the IRS
Notices, audits, and back taxes handled, coordinated with licensed representatives.
Notice & Audit Support
- IRS & state notices decoded
- Document prep & meeting coordination
Payment Plans
- Installment agreements
- Partial-pay / CNC evaluation
Offer in Compromise
- Eligibility pre-screening
- 433-A / B documentation
Penalty & Levy Relief
- First-time & reasonable-cause abatement
- Lien & garnishment release