One firm instead of three.
Books, tax, planning, and advisory under one roof. Nothing falls through the cracks between your bookkeeper, your payroll company, and your tax preparer, because here they’re the same firm. Every tax return is signed by the principal CPA.
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 →Financial Statements
Prepared, compiled, or reviewed under SSARS for banks, sureties, and owners. Compilation and review reports signed by the firm’s principal CPA. No audits. For lenders.
Financial Statements →Tax Preparation
Individual, S-corp, partnership, and corporate returns, including multi-state. Prepared by a licensed CPA or Enrolled Agent, signed by the principal CPA, and defended by the same firm.
Tax Preparation →IRS Representation
Notices, exams, and resolution handled by a CPA and Enrolled Agents. The agency talks to us.
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 →Tax Planning
Planning before December 31, while the outcome can still change: entity structure, equipment timing, owner pay, and estimates that match reality.
Tax Planning →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.
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. Performed as 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
Moving off QuickBooks Online to Xero, Wave, Manager, or Beancount. Your history comes with you, and the books still tie.
QuickBooks Migration →First-Year Self-Employment
The first year of 1099 income: self-employment tax, Schedule C, the home office, quarterly estimates, and crypto cost basis, set up before the return is due.
Self-Employed →Life Events & Transitions
A home sold, property inherited, a divorce, a death in the family, a first year of retirement. These are returns where basis, timing, and filing status decide the outcome.
Life Events →Back Taxes & Collection
Unfiled years, a balance you cannot pay, a lien filed or a levy threatened. Worked in the order the account actually requires.
Back Taxes & Collection →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 that when you do combine them, your tax preparer, bookkeeper, and payroll processor are reading the same ledger. 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 as 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.