Tax guidance for what you earn, own, build, and eventually transfer.
One Enrolled Agent‑led firm handling tax preparation and planning, business tax, bookkeeping, estate & succession, IRS resolution, and business startups — coordinated under a single relationship.
Tax Preparation and Planning
You want to pay only what you legally owe — no surprises in April.
Meaningful planning happens before year‑end, not at filing.
The outcome
A clear tax picture, quarterly, so decisions are made with the numbers in view.
What’s included
- Individual (Form 1040) preparation
- Business tax planning and projections
- Quarterly estimated payment guidance
- Out‑of‑state and multi‑state returns
- Estate, gift, and trust returns
- IRS authorized e‑file
Who it’s for
Individuals, professionals, executives, and families with meaningful income or investment activity.
How it works
- 01Discovery conversation
- 02Secure document exchange
- 03Review and projection
- 04Recommendations and filing
Business Tax Services
You need a tax partner who understands your business — not just your return.
Entity structure, owner compensation, and timing all shape your tax outcome year‑round.
The outcome
A business return that reflects real planning, not just data entry.
What’s included
- Partnership (Form 1065) returns
- S‑corporation (Form 1120‑S) returns
- C‑corporation (Form 1120) returns
- Owner compensation strategy
- Payroll and sales tax reporting
- Multi‑state and out‑of‑state filings
Who it’s for
Owner‑operated businesses, partnerships, and professional practices across North Texas.
How it works
- 01Business review
- 02Books & records assessment
- 03Planning conversation
- 04Preparation and filing
Bookkeeping
Every hour on bookkeeping is an hour not spent growing your business.
Clean books drive better tax decisions all year — not just at year‑end.
The outcome
Organized financials you can actually read, and a year‑end that flows straight into your return.
What’s included
- Monthly transaction categorization
- Bank and credit card reconciliation
- Monthly P&L and balance sheet
- Payroll and sales tax reporting
- 1099 preparation and filing
- Year‑end handoff to your tax return
Who it’s for
Small business owners who want a single trusted firm handling books and taxes together.
How it works
- 01Books review
- 02Cleanup (if needed)
- 03Monthly close cadence
- 04Year‑end tie‑out
Estate & Succession
You want to protect what you’ve built — for the next generation.
Estate and succession planning works best coordinated with tax planning long in advance.
The outcome
A clear picture of gift, estate, and succession tax obligations — and how to prepare for them.
What’s included
- Gift tax return (Form 709) preparation
- Estate tax return (Form 706) preparation
- Trust (Form 1041) returns
- Business succession planning support
- Coordination with your attorney and advisors
- Retirement and education planning
Who it’s for
Families, business owners, and individuals planning gifts, inheritances, or a business transition.
How it works
- 01Situation review
- 02Coordination with your advisors
- 03Planning conversation
- 04Filing and follow‑through
IRS Tax Problems
You’ve received a notice — or you’re behind — and you need a professional in your corner.
IRS matters have deadlines. Faster response usually means better options.
The outcome
A clear plan for resolving the matter and getting back to filing normally.
What’s included
- IRS and state audit representation
- Response to IRS inquiries and notices
- Non‑filer and prior‑year returns
- Amended returns
- Appeals and collections guidance
- Lien and levy release support
- Offers in compromise and payment plans
Who it’s for
Individuals and businesses facing IRS notices, unfiled returns, or collections matters.
How it works
- 01Situation review
- 02Records & transcripts
- 03Resolution strategy
- 04Representation and follow‑through
Business Startups
You’re starting a business and need to set the tax foundation right.
The best time to talk to a tax advisor about a new business is before you launch it.
The outcome
The right entity, the right accounts, and a clean tax start.
What’s included
- Entity selection guidance (LLC, S‑corp)
- Chart of accounts setup
- Owner compensation setup
- First‑year tax planning
- Payroll and sales tax registration
- Bookkeeping foundations
Who it’s for
New business owners in North Texas launching in the next 6–12 months.
How it works
- 01Vision conversation
- 02Entity & structure guidance
- 03Setup & systems
- 04First‑year tax plan
Selling appreciated real estate, investments, or a business?
See our dedicated Capital Gains Planning page for the process, the records you’ll need, and the timing that matters most.