Every return signed by the CPA whose name is on the door.
Tax preparation, tax planning, bookkeeping, and business advisory for contractors, trades, and small businesses across Texas — fully virtual or in-office. Every return is prepared and signed by a CPA or Enrolled Agent. Every set of books is reviewed by one.
- Licensed CPAs & IRS Enrolled Agents
- In business since 2009
- Tier 3 data security
- Virtual or in-office
- The CPA stays in the loop
CPA-Reviewed · Confidential by Design · Accelerated by AI
Everything on one chart of accounts.
Compliance keeps you legal; planning keeps you profitable. Tax, books, payroll, and advisory under one roof — so nothing falls through the cracks between your bookkeeper, your payroll company, and your tax preparer. Here, they're the same firm. And the heading isn't a figure of speech: services live in the 4000s because that's where revenue belongs.
Tax Preparation & Review
Individual, S-Corp, partnership, and corporate returns — including multi-state and trucking apportionment — prepared, signed, and defended by licensed CPAs and Enrolled Agents.
Tax Preparation →Bookkeeping & Accounting
Monthly closes reconciled to the bank, clean-ups and catch-ups, and lender-ready statements. Certified QuickBooks ProAdvisors — plus Xero, Wave, Manager, and Beancount migrations.
Bookkeeping →Tax Planning
Preparation reports the past; planning changes the outcome. Entity structure, §179 and bonus depreciation timing, and quarterly estimates that match reality — before December 31, when it still counts.
Tax Planning →Business Valuation
Buying, selling, or buying a partner out — the number that decides it, built from books that tie, with the math shown.
Business Valuation →Business Analysis & Forecasting
CFO-level insight without the CFO salary: job costing and margin by crew or truck, WIP-to-cash tracking, cash flow forecasting, and owner dashboards updated monthly.
Analysis & Forecasting →IRS Representation
Our CPAs and Enrolled Agents deal with the IRS on your behalf — notices, exams, and resolution. Prior-return second opinions welcome.
IRS Representation →Entity Selection & S-Corp Analysis
An LLC is a state-law choice — how it’s taxed is a federal election. We model the default against the S-corp election with your actual profit, payroll, and equipment strategy, so the decision is made on dollars, not guesswork.
Entity & S-Corp Analysis →Payroll & Compliance
For bookkeeping clients: full payroll plus W-2/W-3, 1099/1096, 940/941, Texas franchise and sales tax, and state unemployment filings. One call covers employees and subs.
Payroll →QuickBooks Migration
Full migrations for businesses leaving QuickBooks behind — to Xero, Wave, Manager, or Beancount — with history preserved and books that still tie.
QuickBooks Migration →Built for the businesses that build, bill & make.
Since 2009 we’ve gone deep where owner-run businesses actually live: the trades, the builders and landlords beside them, and the trucking that orbits both — each with its own tax code realities. Find your world, then drill into your specialty:
Trades & Construction →
Construction, HVAC, plumbing & electrical, trucking, and landscaping. Job and route profitability, equipment strategy, and crew payroll — our founding clientele.
Real Estate →
Landlords and rental property, long-term and short-term — cost segregation, the passive-loss rules, and per-property books. Builders live on our construction page.
The CPA in the loop.
AI makes our firm faster. A license makes it accountable. Here's the routing slip every piece of your work follows — no exceptions, no shortcuts.
AI Accelerates
Governed AI tools handle intake, document extraction, and first drafts inside our secured environment — cutting turnaround from weeks to days.
A CPA Verifies
A licensed CPA or EA reviews every figure against source documents. Reconciliations tie to the penny, or the work doesn't move forward.
A License Stands Behind It
Nothing is filed or delivered without professional sign-off — and every tax return is reviewed and signed by our principal CPA before it goes out. A credential and a signature, not a disclaimer.
Your numbers don't leave the job site.
"AI-leveraged" raises a fair question: where does my data go? Here's the straight answer — governance is a system at this firm, not a slogan.
Qualified Vendors Only
Client data moves only through technology vendors we've vetted and qualified in writing — with documented security terms and re-qualification triggers when anything changes. Never consumer-grade cloud apps. Never public AI tools.
Consent First
Where federal law requires your written consent before technology touches your return information, consent-first is our written policy — in plain language, before the work begins. Not buried in fine print after.
Hardened Infrastructure
Your data lives at a Tier 3 data center with gated, manned entry, onsite backup power, and redundant internet — protected by Smart Lockout, Multi-Factor Authentication, and Knowledge-Based Authentication.
Licensed Eyes on Everything
No offshore processing pools. No unlicensed preparers. No AI output delivered without professional review. Documents move through our encrypted client portal — never as loose email attachments.
"We do not hand off your work to unlicensed preparers — and we do not hand it to unsupervised machines." — FIRM GOVERNANCE POLICY
Want proof we mean it? Here’s our complete client list. Every name included. The full framework — §7216, AICPA rules, and firm practice — is written down in our confidentiality standard.
Montgomery County and well beyond.
Montgomery · Conroe · Magnolia · Willis · The Woodlands · Spring · Lake Conroe · Tomball · Huntsville · and virtual clients nationwide
Questions contractors & truckers actually ask.
Do I have to pay to become a client?
No. The first step is a free 15-minute consultation with Kevin Hemingway, CPA — we discuss your needs, determine whether our firm is a good fit, and you leave with an estimated fee range and next steps. The paid strategy consult is a separate, optional engagement for owners who want a full review of their prior return and books before deciding. Neither is required to become a client.
Should my trucking company or contracting business be an S-corp?
Often, yes — once net profit clears a threshold, an S-corp election can meaningfully reduce self-employment tax. But the answer depends on your profit level, payroll, state filings, and equipment strategy. We run the analysis with your actual numbers before recommending an election, because a poorly timed S-corp can cost more in payroll compliance than it saves in tax.
What is the difference between tax preparation and tax planning?
Tax preparation reports what already happened — it is filed after the year ends and can only work with the facts as they are. Tax planning happens during the year, while you can still change the outcome: timing equipment purchases, adjusting entity structure, setting owner compensation, and managing estimated payments. Preparation keeps you compliant; planning lowers the bill.
You use AI — is my financial data safe?
Your data moves only through technology vendors we have vetted and qualified in writing, and where federal law requires your written consent before technology touches your return information, consent-first is our written policy. Every AI-assisted draft is reviewed by a licensed CPA or Enrolled Agent before anything is filed or delivered. AI makes our firm faster; it never replaces licensed review.
Do you only work with clients near Montgomery, Texas?
No. The practice has run virtual-first since 2009, with a secure client portal and electronic signature for everything. Most of our contractor, trades, and trucking clients are across Texas and beyond — trucking clients in particular often need multi-state filings, which we handle routinely.
My QuickBooks is a mess. Can you fix it?
Yes. Clean-ups and catch-ups are core work for us, on both QuickBooks Desktop and Online. We reconcile the books to your bank statements, correct miscoded transactions, and hand back financials a lender or bonding company will accept — then keep them closed monthly so the mess does not come back.
What does the strategy consult cost and what do I get?
The strategy consult is a paid, flat-fee engagement quoted upfront — no hourly meter. We review your prior return and current books, identify what is costing you money, and deliver a prioritized action list you keep whether or not you engage us for the follow-on work. Full pricing for ongoing services is published on our pricing page.
Bring us the shoebox. Leave with a plan.
Two ways in — pick the one that fits where you are. Virtual or in-office, your choice. Every tax return prepared and signed by a licensed CPA or Enrolled Agent.
Free 15-Minute CPA Consultation
Fifteen minutes with Kevin Hemingway, CPA. We discuss your tax or accounting needs, determine whether our firm is a good fit, and you leave with an estimated fee range and next steps. This consultation is for engagement evaluation and does not include tax advice, tax planning, or detailed analysis of specific tax situations.
Book a Free ConsultStrategy Consult
A paid, flat-fee review of your prior return and current books. We identify what's costing you money and hand you a prioritized action list — yours to keep whether or not you engage us for the rest.
Book a Strategy Consult