One firm instead of three.
Books, tax, planning, 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 every engagement is signed by a licensed CPA or IRS Enrolled Agent.
Compliance keeps you legal. Planning keeps you profitable.
Most relationships here start with a tax return. The work starts one step earlier — at the books, because the return, the planning, and every number worth acting on all read from them. Get the ledger right and the rest gets easier.
Bookkeeping & Accounting
Monthly closes reconciled to the bank, clean-ups and catch-ups, and lender-ready statements from certified QuickBooks ProAdvisors.
Bookkeeping →Tax Preparation & Review
Individual, S-Corp, partnership, and corporate returns — including multi-state — prepared, signed, and defended by licensed professionals.
Tax Preparation →Tax Planning
Year-round strategy before December 31, when the outcome can still change: entity structure, equipment timing, owner pay, and estimates that match reality.
Tax Planning →IRS Representation
Notices, exams, and resolution handled by CPAs and Enrolled Agents — the agency talks to us, not to you.
IRS Representation →Business Analysis & Forecasting
CFO-level insight without the CFO salary: job costing, cash flow forecasting, KPIs, budgets, and lender-ready reporting.
Analysis & Forecasting →Entity Selection & S-Corp Analysis
Your entity is a state-law choice; how it’s taxed is a federal election. We model the default against the S-corp election on your actual numbers — not a rule of thumb.
Entity & S-Corp Analysis →Business Valuation
What the business is worth, with the math shown: buy-side, sell-side, partner buyouts, and buy-sell agreements — calculation engagements under AICPA valuation standards.
Business Valuation →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.
Payroll →QuickBooks Migration
Full migrations for businesses leaving QBO behind — to Xero, Wave, Manager, or Beancount — with history preserved and books that still tie.
QuickBooks Migration →How engagements work here.
Can I use just one service, or do I have to bundle everything?
Either. Plenty of clients start with a single return or a bookkeeping clean-up and add services as trust builds. The advantage of one firm is simply that when you do combine them, your tax preparer, bookkeeper, and payroll processor are reading the same ledger — so nothing is filed twice, missed, or contradicted.
Who actually does the work on my account?
Only a CPA or IRS Enrolled Agent prepares your return, and the firm’s principal CPA reviews and signs every return before it is filed — no work is handed to unlicensed preparers, and no AI output is delivered without professional review. A license stands behind everything that leaves the firm.
How do we exchange documents if I never come to the office?
Through our encrypted client portal with identity verification — never loose email attachments. You photograph or upload documents and reach the same portal from a job site, a cab, or your kitchen table. Anything requiring your signature is sent to you electronically.
Ready when you are. Virtual or in-office.
Every tax return prepared and signed by a licensed CPA or IRS Enrolled Agent. Documents run through the secure portal; anything you sign is sent to you electronically.
Fifteen Minutes with the Principal
Face to face by video with Kevin Hemingway, CPA. We size up what you need, whether the firm is a good fit, and what an engagement would cover — and you leave with a clear scope and next steps. This consultation is for engagement evaluation and does not include tax advice, tax planning, or detailed analysis of specific tax situations.
New Client IntroSend Documents
New or current, the portal is the way in. Last year’s return, your books, a notice — encrypted, and never by email. No account needed to send us something.
Send DocumentsAlready a ClientClient LoginClient Hub