-PREMIER CPA AND TAX ADVISORY FIRM –
WHY CHOOSE MK CPA FIRM
Proven Expertise in financial and tax advisory
For over 2 decades, we’ve helped individuals and business owners navigate taxes, accounting, and financial planning with clarity and confidence, delivering measurable results.
A team focused on accuracy
our strength lies in our team’s deep expertise with proven track record of helping our clients achieve clarity, compliance, and long-term financial success.
A commitment to ROI
We focus on delivering measurable results that drive your business and personal life forward.
Frequently asked questions
Find the answers you are looking for by browsing through a number of questions we get asked a lot.
General Fit & Focus
Who do you work with?
We work exclusively with Texas-based clients, primarily service-based businesses and individuals with complex tax needs who value proactive planning and clear financial structure.
Do you work outside of Texas?
No. Our practice is intentionally limited to Texas clients so we can stay focused on state-specific tax and business considerations.
Are you a virtual firm or in-person?
We primarily meet with clients virtually, which allows for flexibility and efficiency. When it’s helpful or necessary, we also meet in person at our brick-and-mortar office.
What types of businesses are the best fit?
Our core focus is service-based businesses, including professional services, consulting, medical practices, legal firms, and closely held operating companies.
Do you compete on price?
No. We don’t compete on price. We focus on clarity, expertise, and outcomes. Our clients value thoughtful advice and proactive financial management over bargain pricing.
Business Financial Management & Tax Strategy
What services do you offer for businesses?
We provide integrated financial oversight, reporting, and tax strategy through flat-rate financial management packages designed to support growing service-based businesses.
What financial management packages do you offer?
Silver Package
Quarterly financial oversight and tax support
Gold Package
Monthly financial reporting, analysis, and proactive tax strategy
Platinum Package
Full-service CFO support and strategic financial planning
Each package is structured to provide a clear level of involvement, visibility, and strategic depth.
Do you provide bookkeeping or transactional services?
Our focus is financial leadership and oversight. We coordinate with your existing bookkeeping or operational providers rather than replacing them.
Do you help with entity structure and owner compensation?
Yes. Entity optimization, reasonable compensation planning, and tax-efficient structuring are core parts of our advisory work.
Do you work with trusts?
No. We do not provide trust preparation or trust advisory services.
Individual Tax Services
Do you prepare individual tax returns?
Yes. We offer individual tax preparation and tax planning on an à la carte basis.
How is individual pricing structured?
Pricing varies based on complexity. We provide transparent, upfront pricing after reviewing your situation.
Do I need to be a long-term client to work with you?
No. While many clients choose ongoing planning relationships, we also work with individuals who need one-time or periodic tax services.
Process & Expectations
How do we get started?
We begin with a brief conversation to confirm fit, scope, and complexity. From there, we outline services, pricing, and next steps.
Do you offer flat-rate pricing?
Yes. Business services are delivered through flat-rate packages. Individual services are priced upfront based on complexity.
Do you coordinate with other professionals?
Yes. We regularly collaborate with attorneys, financial advisors, and internal teams to ensure decisions are aligned and well executed.
What type of clients tend to thrive working with your firm?
Clients who value structure, responsiveness, and proactive thinking — and who want a financial partner, not just a tax preparer.
Who We’re Not a Fit For
We believe strong relationships start with alignment. Our firm may not be the right fit if:
- You’re looking for the lowest-cost option or primarily comparing fees
- You want reactive, last-minute tax filing without planning or structure
- Your business is product-based or inventory-driven rather than service-based
- You’re seeking trust preparation or trust administration services
- You prefer paper-based processes or in-person-only meetings
- You’re located outside the state of Texas
If that resonates, we’re probably not the right firm — and that’s okay. When there’s alignment, the work is better for everyone.