Everything on one chart of accounts.
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 every engagement is signed by a licensed CPA or IRS Enrolled Agent.
Compliance keeps you legal. Planning keeps you profitable.
Most firms stop at the tax return. We start there — then use your own numbers to lower next year’s bill and sharpen this year’s decisions.
Tax Preparation & Review
Individual, S-Corp, partnership, and corporate returns — including multi-state — prepared, signed, and defended by licensed professionals.
Tax Preparation →Bookkeeping & Accounting
Monthly closes reconciled to the bank, clean-ups and catch-ups, and lender-ready statements from certified QuickBooks ProAdvisors.
Bookkeeping →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 →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 →Business Analysis & Forecasting
CFO-level insight without the CFO salary: job costing, cash flow forecasting, KPIs, budgets, and lender-ready reporting.
Analysis & Forecasting →IRS Representation
Notices, exams, and resolution handled by CPAs and Enrolled Agents — the agency talks to us, not to you.
IRS Representation →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 →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. Technology accelerates drafts and cross-checks; 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, sign electronically, and can reach the same portal from a job site, a cab, or your kitchen table.
Ready when you are. Virtual or in-office.
Every tax return prepared and signed by a licensed CPA or IRS Enrolled Agent. Everything runs through the secure portal and e-signature.
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, ending in a prioritized action list you keep either way.
Book a Strategy Consult