We specialize in working with small businesses in Texas, particularly professional service providers, consultants, healthcare and real estate professionals, and independent contractors.

We do not accept clients in manufacturing or industries requiring complex inventory accounting. We believe in staying in our lane, focusing on industries we know well to provide the highest level of expertise.

No, we focus exclusively on Texas-based businesses and individuals. Our expertise lies in Texas tax laws, franchise tax compliance, and local business regulations—ensuring that our clients receive the most relevant and accurate financial guidance.

Yes, we specialize in IRS representation and tax resolution for both businesses and individuals in Texas, helping with:
 Settling tax debts
 Negotiating payment plans
 Removing tax liens and levies
 Avoiding costly penalties

Yes! We offer executive-level financial oversight, ensuring that your business financials are accurate, strategic, and audit-ready. Our services include:
 Detailed financial reporting & analysis
 Custom cash flow management solutions
 Balance sheet optimization
 Profitability analysis & financial forecasting

We work with professional service providers, consultants, healthcare and real estate professionals, and independent contractors.

We do not provide financial services for manufacturing businesses or industries requiring complex inventory accounting. We focus on what we know best, ensuring high-quality, efficient financial services.

We primarily use QuickBooks Online (QBO) for financial management and reporting.

No. We do not offer bookkeeping review-only services. Our financial management solutions include full-service reporting, compliance, and strategic advisory.

We specialize in tax-efficient strategies tailored to high-income individuals, including:
 Business entity optimization – Choosing the right entity (LLC, S-Corp, C-Corp) to reduce self-employment taxes and maximize deductions
 Retirement planning strategies – Maximizing tax-deferred retirement contributions (Solo 401(k), SEP IRA, Cash Balance Plans)
 Real estate tax advantages – Leveraging depreciation, cost segregation, and 1031 exchanges to minimize taxes
 Strategic charitable giving – Using donor-advised funds, charitable trusts, and appreciated assets for tax-efficient donations
 Income shifting strategies – Legally shifting income to lower-tax family members through trusts, gifting, or payroll structuring
 Tax-efficient investment strategies – Utilizing tax-loss harvesting, municipal bonds, and capital gains deferral

es! Even if you don’t own a business, there are ways to reduce your taxable income, such as:
 Maximizing pre-tax retirement contributions (401(k), HSA, FSA)
 Investing in tax-advantaged accounts (Backdoor Roth IRAs, Mega Backdoor Roth)
 Utilizing real estate investments for passive losses
 Exploring tax-efficient executive compensation plans (RSUs, stock options, deferred comp plans)

We offer flat-rate financial management packages for businesses and transparent, upfront pricing for à la carte services for individuals.

 Silver Package (Quarterly financial oversight & tax support)
 Gold Package (Monthly financial reporting, analysis, & tax strategy)
 Platinum Package (Full-service CFO support & strategic financial planning)

For individual services, pricing varies based on complexity—contact us for a quote.

Yes, we offer flexible payment options for tax resolution and IRS representation cases.

We provide an encrypted client portal with unlimited storage, where you can securely upload and access your documents anytime.

Yes! We use bank-level encryption to protect all client data. Your privacy and security are our top priorities.

Yes! You can log in to our secure client portal anytime to view your financial statements and reports.

 Complete our client intake form and book a discovery call. Let’s see if we’re the right fit to take this off your plate.