Tax prepared from books you can trust, and planned all year.

CPA-led tax preparation and planning for LLCs, S corporations, C corporations and their owners. Because we also keep your books and payroll, your returns are built from clean, reconciled numbers, not a pile of reports gathered at the last minute.

Book a Free Consultation How it works with your books

Year-roundtax planning, not just filing

Sound familiar?

The problem we fix.

Your tax preparer sees your numbers once a year, when it is too late to plan.
Books need weeks of clean-up before the return can even start.
You are not sure whether your LLC should elect S corporation status, or how to pay yourself.
IRS and state notices arrive and nobody owns them.

What you get

What we build for you.

1
Business tax returnsLLC (partnership and single-member), S corporation and C corporation federal returns, plus Texas franchise tax reports.
2
Owner and executive returnsIndividual returns for business owners and executives, including those with international income.
3
Tax planning, all yearEntity choice and S corporation elections, owner salary and distributions, estimated payments and year-end planning.
4
Compliance and IRS supportSales and use tax, payroll tax filings, 1099s and W-2s, and responses to IRS and state notices.

Form 1065Form 1120-SForm 1120Form 1040Texas franchise taxSales & use taxForms 941 / 9401099 / W-2

Why it works better

Books, payroll and tax. One team, one set of numbers.

Most businesses use one firm for the books and another for tax, and the numbers get rebuilt in between. We keep your books current every week, reconcile payroll to the GL, and our CPA prepares your returns from those same numbers, with planning conversations through the year, not just in March.

1 teamBooks, payroll and tax together

Year-roundPlanning, not just filing

CPA-ledEvery return prepared and reviewed

See Bookkeeping & Payroll →

How it works

Three steps. No surprises.

12 weeks · fixed fee

Diagnostic

We map how the work happens today and rank what to automate by hours saved.

2Typically 4 to 12 weeks

Build

Quick wins first, built inside your own Microsoft environment.

3You own it

Handover

Training and documentation. No licence fees to us, no lock-in.

Questions

Common questions.

Who prepares the returns?

Returns are prepared and reviewed under the direction of our licensed CPA.

Do you only work with Texas businesses?

No. We prepare federal returns for businesses across the US, plus state returns for Texas and the other states where you operate.

Can you take over from our current accountant?

Yes. We collect prior-year returns and workpapers, review them for issues, and set up your books so next year starts clean.

Do you provide audits or reviewed financial statements?

Not at this time. If your bank or investors need them, we can coordinate with a licensed CPA firm.

Other services: Finance Transformation & CFO Advisory →Month-End & Year-End Close →Audit-Ready, All Year →Client Retention Intelligence →Bookkeeping & Payroll →Data Readiness & Cloud →