Tax Preparation & Planning

We provide both accurate and affordable tax preparation for your personal and small business taxes. Whether you have a simple tax with W2’s, 1099’s, or a more complex return including items such as a Small Business Owner, K-1’s, Real Estate Income, or Investment Income we can assist you. We prepare and e-file both federal and state tax returns, including tax forms that have quarterly or annual requirements. If you are working on establishing a business, we can work together to develop a step-by-step plan for establishing your business including the legal process and required paperwork.

Bookkeeping/Write-Up

We can assist in meeting your companies’ booking needs, by providing accurate and comprehensive bookkeeping services to ensure the successful operation and legal documentation of your company’s finances. This included calculating and documenting both business income and expenses, and recording all financial transactions to provide you with a monthly, quarterly, and annual financial report of your profit and loss as well as business deductions.

Back Taxes Owed

We can assist you in filing back taxes and/or working with you and the IRS to file and set up an affordable payment plan that will allow you to get out from under the weight of your current tax debt.

Injured Spouse Relief

You may qualify for Injured Spouse Relief if the IRS uses the refund from your joint return to offset certain past-due debts that are the sole responsibility of your spouse or former spouse, such as taxes, child support, or student loans. We will closely examine your case to see if you qualify for Injured Spouse Relief and file the needed forms to get you the refund you are due.

Tax Representation and Resolution

There are many issues that can arise between taxpayers and the IRS. If you are facing an audit, lien, or wage garnishment, going it alone can be both time-consuming and stressful. We are uniquely qualified to represent your best interests and assist you in resolving your tax problems.

Unfiled Returns

If you have neglected to file a tax return from a previous year or years you should do so immediately–even if you think you can’t pay. We have the expertise you need to straighten out these returns and get you back in good standing with the IRS. Once we have filed your missing returns, we can help you work out a payment plan or an Offer in Compromise. Please note that the IRS will not accept any payment arrangement until all delinquent tax returns are filed.

Additional Services

• ITIN Application & Renewals
• Sales Use Tax Reporting
• Franchise Tax Reporting
• Texas Unemployment Quarterly Reporting
• Notary Services
• IRS Transcript Request